OFO
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OneAscent Family Office’s UnitedHealth UNH Stock Holding History

OneAscent Family Office’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
Q2 		$940K Sell
2,262
-323
-12% -$120K 0.47% 45
2026
Q1 		$699K Buy
2,585
+285
+12% +$84.9K 0.49% 47
2025
Q4 		$759K Sell
2,300
-25
-1% -$8.47K 0.51% 47
2025
Q3 		$803K Buy
+2,325
New +$703K 0.65% 39

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

OneAscent Family Office's UNH Position: Q2 2026 in Review

OneAscent Family Office reduced its UnitedHealth (UNH) stake by 12% in Q2 2026, selling an estimated $120K and leaving 2,262 shares worth $940K. The position accounts for 0.47% of the portfolio, ranked #45.

OneAscent Family Office first reported a position in UNH in Q3 2025 and has held it in 4 quarters since. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • OneAscent Family Office held 2,262 shares of UnitedHealth worth $940K as of Q2 2026.
  • OneAscent Family Office sold 323 UnitedHealth shares in Q2 2026, an estimated $120K.
  • UnitedHealth made up 0.47% of OneAscent Family Office's portfolio in Q2 2026, its #45 holding.
  • OneAscent Family Office first reported a position in UnitedHealth in Q3 2025 and has held it in 4 quarters since.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.