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OneAscent Financial Services’s UnitedHealth UNH Stock Holding History

OneAscent Financial Services’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 		$1.34M Buy
4,948
+601
+14% +$179K 0.07% 164
2025
Q4 		$1.43M Buy
4,347
+284
+7% +$96.2K 0.13% 112
2025
Q3 		$1.4M Sell
4,063
-389
-9% -$118K 0.17% 104
2025
Q2 		$1.4M Sell
4,452
-253
-5% -$96.7K 0.1% 132
2025
Q1 		$2.46M Sell
4,705
-95
-2% -$48.6K 0.16% 94
2024
Q4 		$2.43M Buy
4,800
+1,572
+49% +$893K 0.21% 77
2024
Q3 		$1.89M Buy
3,228
+10
+0.3% +$5.66K 1.36% 12
2024
Q2 		$1.64M Sell
3,218
-70
-2% -$34.3K 0.23% 54
2024
Q1 		$1.63M Buy
3,288
+80
+2% +$40.7K 0.18% 83
2023
Q4 		$1.69M Buy
3,208
+169
+6% +$90.1K 0.21% 65
2023
Q3 		$1.53M Buy
3,039
+686
+29% +$338K 0.4% 52
2023
Q2 		$1.13M Buy
2,353
+401
+21% +$196K 0.5% 24
2023
Q1 		$922K Sell
1,952
-114
-6% -$55K 0.37% 31
2022
Q4 		$1.09M Buy
2,066
+147
+8% +$77.9K 0.47% 31
2022
Q3 		$969K Buy
1,919
+48
+3% +$25.2K 0.38% 48
2022
Q2 		$961K Buy
1,871
+261
+16% +$131K 0.44% 31
2022
Q1 		$821K Buy
+1,610
New +$777K 0.59% 17
2021
Q4 		– Sell
-1,588
Closed -$621K – 166
2021
Q3 		$621K Buy
+1,588
New +$658K 0.83% 12

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

OneAscent Financial Services's UNH Position: Q1 2026 in Review

OneAscent Financial Services increased its UnitedHealth (UNH) stake by 14% in Q1 2026, buying an estimated $179K and bringing the position to 4,948 shares worth $1.34M. The position accounts for 0.07% of the portfolio, ranked #164.

OneAscent Financial Services first reported a position in UNH in Q3 2021 and has held it in 18 quarters since. The position peaked at $2.46M in Q1 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • OneAscent Financial Services held 4,948 shares of UnitedHealth worth $1.34M as of Q1 2026.
  • OneAscent Financial Services bought 601 UnitedHealth shares in Q1 2026, an estimated $179K.
  • UnitedHealth made up 0.07% of OneAscent Financial Services's portfolio in Q1 2026, its #164 holding.
  • OneAscent Financial Services first reported a position in UnitedHealth in Q3 2021 and has held it in 18 quarters since.
  • OneAscent Financial Services's UnitedHealth position peaked at $2.46M in Q1 2025.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.