OneAscent Family Office, LLC

Family Office

Position in UNH — Unitedhealth Group Inc

CIK 2055812 BIRMINGHAM, AL

Position in UNH

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$940,155

+$240,680 QoQ

Shares Held

2,262

-12.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#1,866

of 3,349 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

OneAscent Family Office, LLC holds $1,399,898 across 3 Healthcare Plans names. UNH ranks #1 (67.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	2,262	$940,155
2	CI	Cigna Group	862	$237,636
3	CVS	CVS HEALTH Corp	2,147	$222,107

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$940,155	2,262	-12.5%	Shares	Sole	2026-08-11
2026-03-31	$699,475	2,585	+12.4%	Shares	Sole	2026-04-21
2025-12-31	$759,253	2,300	-1.1%	Shares	Sole	2026-02-11
2025-09-30	$802,822	2,325	—	Shares	Sole	2025-10-31
No filing history on record for this holder in this stock.