OneAscent Family Office »

UnitedHealth shares owned by OneAscent Family Office

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by OneAscent Family Office from 13F filings

Historical chart of OneAscent Family Office investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by OneAscent Family Office 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 OneAscent Family Office

Quarter filed Position value Share count Share price at filing
2025-09-30 $803k 2.3k 345.30

More positions owned by OneAscent Family Office

Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Core P (OACP)
Select Sector Spdr Tr Energy (XLE)
Unified Ser Tr Oneascent Large (OALC)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Jpmorgan Usd Emg (EMB)
Etf Opportunities Trust Applied Fina Val (VSLU)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Unified Ser Tr Oneascent Emgrg (OAEM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Blackrock Etf Trust Dynamic Eqty Act
NVIDIA Corporation (NVDA)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Broadcom (AVGO)

View all positions for OneAscent Family Office

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
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox
Northern Trust

View all funds holding UnitedHealth