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UnitedHealth shares owned by OneAscent Wealth Management

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

Historical chart of OneAscent Wealth Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by OneAscent Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $345k 1.0k 330.17
2025-09-30 $369k 1.1k 345.35

More positions owned by OneAscent Wealth Management

Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Large (OALC)
Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Emgrg (OAEM)
Unified Ser Tr Oneascent Enhanc (OASC)
Strategy Eventide High Di (ELCV)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Victory Portfolios Ii Shares Free Cash (VFLO)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ssga Active Tr State Street Bla (HYBL)
Vaneck Etf Trust Clo Etf (CLOI)
Ishares Tr Expanded Tech (IGV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Southern Company (SO)
Us Bancorp Del Com New (USB)

View all positions for OneAscent Wealth Management

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Capital World Investors
Geode Capital Management
Citadel Advisors
Capital Research and Management Company - Division 3
Jpmorgan Chase & Co
Jane Street
Wellington Management Company
FMR
Norges Bank Investment Management
Dodge & Cox
Bank of New York Mellon

View all funds holding UnitedHealth