UnitedHealth shares owned by OneAscent Financial Services
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by OneAscent Financial Services
from 13F filings
Historical chart of OneAscent Financial Services investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by OneAscent Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $245k | 711 | 345.16 |
| 2025-06-30 | $1.4M | 4.5k | 313.57 |
| 2025-03-31 | $2.5M | 4.7k | 523.49 |
| 2024-12-31 | $2.4M | 4.8k | 505.83 |
| 2024-09-30 | $1.9M | 3.2k | 584.57 |
| 2024-06-30 | $1.6M | 3.2k | 509.32 |
| 2024-03-31 | $1.6M | 3.3k | 494.83 |
| 2023-12-31 | $1.7M | 3.2k | 526.50 |
| 2023-09-30 | $1.5M | 3.0k | 504.11 |
| 2023-06-30 | $1.1M | 2.4k | 480.66 |
| 2023-03-31 | $922k | 2.0k | 472.34 |
| 2022-12-31 | $1.1M | 2.1k | 530.01 |
| 2022-09-30 | $969k | 1.9k | 504.95 |
| 2022-06-30 | $961k | 1.9k | 513.63 |
| 2022-03-31 | $821k | 1.6k | 509.94 |
| 2021-09-30 | $621k | 1.6k | 391.06 |
More positions owned by OneAscent Financial Services
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