TCG
UNH icon

Transcendent Capital Group’s UnitedHealth UNH Stock Holding History

Transcendent Capital Group’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
Q1 		– Sell
-79
Closed -$40K – 394
2024
Q4 		$40K Hold
79
– – 0.02% 215
2024
Q3 		$46.2K Hold
79
– – 0.02% 206
2024
Q2 		$40.2K Buy
79
+3
+4% +$1.47K 0.02% 207
2024
Q1 		$37.6K Hold
76
– – 0.02% 212
2023
Q4 		$40K Buy
+76
New +$40.5K 0.03% 161

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Transcendent Capital Group's UNH Position: Q1 2025 in Review

Transcendent Capital Group sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 79 shares — an estimated $40K sold.

Transcendent Capital Group first reported a position in UNH in Q4 2023 and held it in 5 quarters. The position peaked at $46.2K in Q3 2024. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Transcendent Capital Group reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Transcendent Capital Group sold 79 UnitedHealth shares in Q1 2025, an estimated $40K.
  • Transcendent Capital Group first reported a position in UnitedHealth in Q4 2023 and held it in 5 quarters.
  • Transcendent Capital Group's UnitedHealth position peaked at $46.2K in Q3 2024.
  • 3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Transcendent Capital Group's 13F filing for Q1 2025, filed 2 May 2025.