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Ascent Wealth Partners’s UnitedHealth UNH Stock Holding History

Ascent Wealth Partners’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 		$911K Buy
3,365
+38
+1% +$11.3K 0.11% 119
2025
Q4 		$1.1M Buy
3,327
+10
+0.3% +$3.39K 0.13% 113
2025
Q3 		$1.15M Sell
3,317
-1
-0% -$302 0.13% 114
2025
Q2 		$1.04M Sell
3,318
-2,657
-44% -$1.02M 0.13% 116
2025
Q1 		$3.13M Sell
5,975
-13,510
-69% -$6.91M 0.42% 55
2024
Q4 		$9.86M Buy
19,485
+142
+0.7% +$80.7K 1.33% 22
2024
Q3 		$11.3M Sell
19,343
-117
-0.6% -$66.2K 1.58% 14
2024
Q2 		$9.91M Buy
19,460
+17
+0.1% +$8.33K 1.45% 19
2024
Q1 		$9.62M Buy
19,443
+187
+1% +$95.1K 1.43% 19
2023
Q4 		$10.1M Buy
19,256
+156
+0.8% +$83.2K 1.66% 11
2023
Q3 		$9.63M Sell
19,100
-193
-1% -$95K 1.77% 10
2023
Q2 		$9.16M Buy
19,293
+3,372
+21% +$1.65M 1.61% 12
2023
Q1 		$7.52M Buy
15,921
+259
+2% +$125K 1.51% 16
2022
Q4 		$8.3M Sell
15,662
-90
-0.6% -$47.7K 1.79% 15
2022
Q3 		$7.96M Sell
15,752
-3,221
-17% -$1.69M 1.9% 14
2022
Q2 		$9.46M Buy
18,973
+372
+2% +$187K 2.13% 10
2022
Q1 		$9.49M Buy
18,601
+2,515
+16% +$1.21M 1.77% 11
2021
Q4 		$8.08M Sell
16,086
-2,200
-12% -$996K 1.44% 15
2021
Q3 		$7.14M Sell
18,286
-52
-0.3% -$21.5K 1.37% 18
2021
Q2 		$7.34M Buy
18,338
+208
+1% +$82.9K 1.4% 17
2021
Q1 		$6.75M Buy
18,130
+549
+3% +$190K 1.46% 17
2020
Q4 		$6.17M Sell
17,581
-185
-1% -$62K 1.37% 21
2020
Q3 		$5.54M Sell
17,766
-57
-0.3% -$17.5K 1.42% 21
2020
Q2 		$5.26M Sell
17,823
-85
-0.5% -$24.4K 1.53% 19
2020
Q1 		$4.47M Sell
17,908
-8,456
-32% -$2.33M 1.63% 20
2019
Q4 		$7.75M Sell
26,364
-450
-2% -$118K 2.2% 11
2019
Q3 		$5.83M Sell
26,814
-168
-0.6% -$40.5K 1.78% 19
2019
Q2 		$6.58M Buy
26,982
+574
+2% +$138K 2.03% 12
2019
Q1 		$6.53M Buy
26,408
+1,676
+7% +$427K 2.13% 13
2018
Q4 		$6.16M Sell
24,732
-494
-2% -$130K 2.41% 9
2018
Q3 		$6.71M Buy
25,226
+465
+2% +$121K 2.14% 11
2018
Q2 		$6.08M Buy
24,761
+109
+0.4% +$26.2K 2.14% 9
2018
Q1 		$5.28M Sell
24,652
-195
-0.8% -$44.5K 1.92% 14
2017
Q4 		$5.48M Sell
24,847
-6,514
-21% -$1.38M 2.04% 12
2017
Q3 		$6.14M Buy
31,361
+415
+1% +$80.2K 2.46% 8
2017
Q2 		$5.74M Sell
30,946
-90
-0.3% -$15.8K 2.47% 7
2017
Q1 		$5.09M Buy
31,036
+450
+1% +$73.7K 2.3% 9
2016
Q4 		$4.89M Sell
30,586
-579
-2% -$86.5K 2.4% 7
2016
Q3 		$4.36M Sell
31,165
-190
-0.6% -$26.6K 2.21% 8
2016
Q2 		$4.43M Sell
31,355
-98
-0.3% -$13.1K 2.29% 8
2016
Q1 		$4.05M Buy
31,453
+533
+2% +$63.1K 2.18% 9
2015
Q4 		$3.64M Buy
30,920
+288
+0.9% +$33.7K 2.03% 13
2015
Q3 		$3.55M Buy
30,632
+776
+3% +$92.9K 2.12% 11
2015
Q2 		$3.64M Buy
29,856
+615
+2% +$72.7K 2% 11
2015
Q1 		$3.46M Buy
29,241
+925
+3% +$103K 1.89% 13
2014
Q4 		$2.86M Buy
28,316
+916
+3% +$86.8K 1.68% 19
2014
Q3 		$2.36M Buy
+27,400
New +$2.32M 1.5% 24

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 Wealth Partners's UNH Position: Q1 2026 in Review

Ascent Wealth Partners increased its UnitedHealth (UNH) stake by 1.1% in Q1 2026, buying an estimated $11.3K and bringing the position to 3,365 shares worth $911K. The position accounts for 0.11% of the portfolio, ranked #119.

Ascent Wealth Partners first reported a position in UNH in Q3 2014 and has held it in 47 quarters since. The position peaked at $11.3M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Ascent Wealth Partners held 3,365 shares of UnitedHealth worth $911K as of Q1 2026.
  • Ascent Wealth Partners bought 38 UnitedHealth shares in Q1 2026, an estimated $11.3K.
  • UnitedHealth made up 0.11% of Ascent Wealth Partners's portfolio in Q1 2026, its #119 holding.
  • Ascent Wealth Partners first reported a position in UnitedHealth in Q3 2014 and has held it in 47 quarters since.
  • Ascent Wealth Partners's UnitedHealth position peaked at $11.3M in Q3 2024.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Ascent Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.