UnitedHealth shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Transcend Wealth Collective consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 3.1k | 345.28 |
| 2025-06-30 | $1.0M | 3.4k | 311.94 |
| 2025-03-31 | $2.0M | 3.9k | 523.82 |
| 2024-12-31 | $3.0M | 5.9k | 505.82 |
| 2024-09-30 | $5.0M | 8.5k | 584.69 |
| 2024-06-30 | $5.2M | 10k | 509.27 |
| 2024-03-31 | $4.6M | 9.3k | 494.70 |
| 2023-12-31 | $4.4M | 8.4k | 526.46 |
| 2023-09-30 | $4.1M | 8.2k | 504.21 |
| 2023-06-30 | $4.7M | 9.8k | 480.64 |
| 2023-03-31 | $3.3M | 6.9k | 472.57 |
| 2022-12-31 | $3.2M | 6.0k | 530.22 |
| 2022-09-30 | $3.2M | 6.3k | 505.02 |
| 2022-06-30 | $3.2M | 6.3k | 513.71 |
| 2022-03-31 | $3.2M | 6.2k | 509.93 |
| 2021-12-31 | $2.9M | 5.7k | 502.02 |
| 2021-09-30 | $2.1M | 4.7k | 454.62 |
| 2021-03-31 | $1.5M | 3.9k | 372.32 |
| 2020-12-31 | $1.4M | 4.0k | 350.57 |
| 2020-09-30 | $868k | 2.8k | 311.67 |
| 2020-03-31 | $638k | 2.6k | 249.41 |
| 2019-12-31 | $758k | 2.6k | 293.91 |
More positions owned by Transcend Wealth Collective
View all positions for Transcend Wealth Collective