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Transcend Capital Advisors’s UnitedHealth UNH Stock Holding History

Transcend Capital Advisors’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
2026
Q1 		$813K Buy
3,003
+82
+3% +$24.4K 0.07% 276
2025
Q4 		$964K Sell
2,921
-206
-7% -$69.8K 0.07% 238
2025
Q3 		$1.08M Sell
3,127
-224
-7% -$67.7K 0.08% 237
2025
Q2 		$1.05M Sell
3,351
-514
-13% -$196K 0.08% 225
2025
Q1 		$2.02M Sell
3,865
-1,991
-34% -$1.02M 0.15% 162
2024
Q4 		$2.96M Sell
5,856
-2,658
-31% -$1.51M 0.21% 114
2024
Q3 		$4.98M Sell
8,514
-1,698
-17% -$960K 0.33% 69
2024
Q2 		$5.2M Buy
10,212
+948
+10% +$465K 0.38% 60
2024
Q1 		$4.58M Buy
9,264
+913
+11% +$464K 0.37% 62
2023
Q4 		$4.4M Buy
8,351
+179
+2% +$95.5K 0.39% 58
2023
Q3 		$4.12M Sell
8,172
-1,588
-16% -$782K 0.4% 52
2023
Q2 		$4.69M Buy
9,760
+2,844
+41% +$1.39M 0.45% 48
2023
Q1 		$3.27M Buy
6,916
+946
+16% +$457K 0.34% 65
2022
Q4 		$3.17M Sell
5,970
-305
-5% -$162K 0.34% 69
2022
Q3 		$3.17M Sell
6,275
-36
-0.6% -$18.9K 0.35% 70
2022
Q2 		$3.24M Buy
6,311
+67
+1% +$33.6K 0.34% 78
2022
Q1 		$3.18M Buy
6,244
+539
+9% +$260K 0.28% 89
2021
Q4 		$2.86M Buy
5,705
+1,011
+22% +$458K 0.25% 105
2021
Q3 		$2.13M Buy
+4,694
New +$1.94M 0.19% 125
2021
Q2 		– Sell
-3,916
Closed -$1.46M – 424
2021
Q1 		$1.46M Sell
3,916
-86
-2% -$29.8K 0.18% 135
2020
Q4 		$1.4M Buy
4,002
+1,217
+44% +$408K 0.18% 132
2020
Q3 		$868K Buy
+2,785
New +$855K 0.16% 130
2020
Q2 		– Sell
-2,558
Closed -$638K – 198
2020
Q1 		$638K Sell
2,558
-21
-0.8% -$5.78K 0.19% 120
2019
Q4 		$758K Buy
+2,579
New +$675K 0.2% 114

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Transcend Capital Advisors's UNH Position: Q1 2026 in Review

Transcend Capital Advisors increased its UnitedHealth (UNH) stake by 2.8% in Q1 2026, buying an estimated $24.4K and bringing the position to 3,003 shares worth $813K. The position accounts for 0.07% of the portfolio, ranked #276.

Transcend Capital Advisors first reported a position in UNH in Q4 2019 and has held it in 24 quarters since. The position peaked at $5.2M in Q2 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Transcend Capital Advisors held 3,003 shares of UnitedHealth worth $813K as of Q1 2026.
  • Transcend Capital Advisors bought 82 UnitedHealth shares in Q1 2026, an estimated $24.4K.
  • UnitedHealth made up 0.07% of Transcend Capital Advisors's portfolio in Q1 2026, its #276 holding.
  • Transcend Capital Advisors first reported a position in UnitedHealth in Q4 2019 and has held it in 24 quarters since.
  • Transcend Capital Advisors's UnitedHealth position peaked at $5.2M in Q2 2024.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.