OWM
UNH icon

OneAscent Wealth Management’s UnitedHealth UNH Stock Holding History

OneAscent Wealth Management’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 		– Sell
-1,044
Closed -$345K – 179
2025
Q4 		$345K Sell
1,044
-24
-2% -$8.13K 0.11% 98
2025
Q3 		$369K Buy
+1,068
New +$323K 0.12% 96

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

OneAscent Wealth Management's UNH Position: Q1 2026 in Review

OneAscent Wealth Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 1,044 shares — an estimated $345K sold.

OneAscent Wealth Management first reported a position in UNH in Q3 2025 and held it in 2 quarters. The position peaked at $369K in Q3 2025. 3,040 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • OneAscent Wealth Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • OneAscent Wealth Management sold 1,044 UnitedHealth shares in Q1 2026, an estimated $345K.
  • OneAscent Wealth Management first reported a position in UnitedHealth in Q3 2025 and held it in 2 quarters.
  • OneAscent Wealth Management's UnitedHealth position peaked at $369K in Q3 2025.
  • 3,040 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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