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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
Q2 		$1.95M Sell
4,686
-262
-5% -$97.1K 0.09% 144
2026
Q1 		$1.34M Buy
4,948
+601
+14% +$179K 0.07% 164
2025
Q4 		$1.43M Sell
4,347
-427
-9% -$145K 0.13% 112
2025
Q3 		$1.65M Buy
4,774
+322
+7% +$97.4K 0.11% 135
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 $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 $3.38T AUM 44.17% 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 Financial Services's UNH Position: Q2 2026 in Review

OneAscent Financial Services reduced its UnitedHealth (UNH) stake by 5.3% in Q2 2026, selling an estimated $97.1K and leaving 4,686 shares worth $1.95M. The position accounts for 0.09% of the portfolio, ranked #144.

OneAscent Financial Services first reported a position in UNH in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.46M in Q1 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • OneAscent Financial Services held 4,686 shares of UnitedHealth worth $1.95M as of Q2 2026.
  • OneAscent Financial Services sold 262 UnitedHealth shares in Q2 2026, an estimated $97.1K.
  • UnitedHealth made up 0.09% of OneAscent Financial Services's portfolio in Q2 2026, its #144 holding.
  • OneAscent Financial Services first reported a position in UnitedHealth in Q3 2021 and has held it in 19 quarters since.
  • OneAscent Financial Services's UnitedHealth position peaked at $2.46M in Q1 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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