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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

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by OneAscent Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by OneAscent Financial Services

Quarter filed Position value Share count Share price at filing
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