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Ascent Group’s UnitedHealth UNH Stock Holding History

Ascent Group’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.55M Sell
16,805
-5,052
-23% -$1.5M 0.16% 130
2025
Q4 		$7.22M Sell
21,857
-56
-0.3% -$19K 0.25% 85
2025
Q3 		$7.57M Buy
21,913
+5,963
+37% +$1.8M 0.27% 80
2025
Q2 		$4.98M Sell
15,950
-10,585
-40% -$4.05M 0.19% 110
2025
Q1 		$13.9M Buy
26,535
+4,730
+22% +$2.42M 0.6% 39
2024
Q4 		$11M Buy
21,805
+59
+0.3% +$33.5K 0.83% 25
2024
Q3 		$12.7M Sell
21,746
-250
-1% -$141K 0.96% 14
2024
Q2 		$11.2M Sell
21,996
-289
-1% -$142K 0.91% 16
2024
Q1 		$11M Sell
22,285
-383
-2% -$195K 0.97% 15
2023
Q4 		$11.7M Buy
22,668
+368
+2% +$196K 1.11% 11
2023
Q3 		$12M Buy
22,300
+3,223
+17% +$1.59M 1.33% 7
2023
Q2 		$9.65M Buy
19,077
+825
+5% +$403K 1.06% 13
2023
Q1 		$8.63M Buy
18,252
+1,396
+8% +$674K 0.92% 13
2022
Q4 		$8.94M Buy
16,856
+1,166
+7% +$618K 1.05% 11
2022
Q3 		$8.71M Buy
15,690
+1,926
+14% +$1.01M 1.06% 12
2022
Q2 		$7.46M Buy
13,764
+341
+3% +$171K 0.89% 13
2022
Q1 		$6.84M Buy
13,423
+438
+3% +$211K 0.8% 17
2021
Q4 		$5.99M Buy
+12,985
New +$5.88M 0.76% 19

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ascent Group's UNH Position: Q1 2026 in Review

Ascent Group reduced its UnitedHealth (UNH) stake by 23% in Q1 2026, selling an estimated $1.5M and leaving 16,805 shares worth $4.55M. The position accounts for 0.16% of the portfolio, ranked #130.

Ascent Group first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $13.9M in Q1 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Ascent Group held 16,805 shares of UnitedHealth worth $4.55M as of Q1 2026.
  • Ascent Group sold 5,052 UnitedHealth shares in Q1 2026, an estimated $1.5M.
  • UnitedHealth made up 0.16% of Ascent Group's portfolio in Q1 2026, its #130 holding.
  • Ascent Group first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
  • Ascent Group's UnitedHealth position peaked at $13.9M in Q1 2025.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.