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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

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Quarterly reported holdings in UnitedHealth by Transcend Wealth Collective

Quarter filed Position value Share count Share price at filing
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