Transce3nd’s UnitedHealth UNH Stock Holding History

Transce3nd’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-429	Closed	-$134K	–	1086
2025 Q2	$134K	Buy	429 +47	+12%	+$18K	0.06%	179
2025 Q1	$200K	Sell	382 -151	-28%	-$77.2K	0.09%	143
2024 Q4	$270K	Buy	+533	New	+$303K	0.09%	141

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Transce3nd's UNH Position: Q3 2025 in Review

Transce3nd sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 429 shares — an estimated $134K sold.

Transce3nd first reported a position in UNH in Q4 2024 and held it in 3 quarters. The position peaked at $270K in Q4 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

Transce3nd reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
Transce3nd sold 429 UnitedHealth shares in Q3 2025, an estimated $134K.
Transce3nd first reported a position in UnitedHealth in Q4 2024 and held it in 3 quarters.
Transce3nd's UnitedHealth position peaked at $270K in Q4 2024.
3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.