Ascension Capital Advisors »

UnitedHealth shares owned by Ascension Capital Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Ascension Capital Advisors from 13F filings

Historical chart of Ascension Capital Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Ascension Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in UnitedHealth by Ascension Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $210k 400 523.75
2024-12-31 $202k 400 505.86
2024-09-30 $234k 400 584.68
2023-09-30 $216k 429 504.19

More positions owned by Ascension Capital Advisors

First Tr Exchange Traded Risng Divd Achiv (RDVY)
Federated Hermes Etf Trust Us Strategic Div (FDV)
Ark Etf Tr Innovation Etf (ARKK)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Simplify Exchange Traded Fun Simplify Opport (CRDT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Residential Mult (REZ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Series Trust Portfolio S&p500 (SPLG)
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)

View all positions for Ascension Capital Advisors

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Geode Capital Management
Capital World Investors
Citadel Advisors
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Wellington Management Company
Morgan Stanley
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox

View all funds holding UnitedHealth