TRANSCEND CAPITAL ADVISORS, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1776082 MADISON, NJ

Position in UNH

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,963,851

+$1,151,270 QoQ

Shares Held

4,725

+57.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,411

of 3,353 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

TRANSCEND CAPITAL ADVISORS, LLC holds $9,116,295 across 6 Healthcare Plans names. UNH ranks #2 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNC	Centene Corp	51,009	$3,274,267
2	UNH	Unitedhealth Group Inc This page	4,725	$1,963,851
3	CVS	CVS HEALTH Corp	12,282	$1,270,572
4	ELV	Elevance Health, Inc.	2,972	$1,149,361
5	CI	Cigna Group	3,068	$845,786
6	MOH	Molina Healthcare, Inc.	2,678	$612,458

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,963,851	4,725	+57.3%	Shares	Sole	2026-08-04
2026-03-31	$812,581	3,003	+2.8%	Shares	Sole	2026-05-13
2025-12-31	$964,251	2,921	-6.6%	Shares	Sole	2026-01-23
2025-09-30	$1,079,753	3,127	-6.7%	Shares	Sole	2025-11-04
2025-06-30	$1,045,411	3,351	-13.3%	Shares	Sole	2025-08-01
2025-03-31	$2,024,293	3,865	-34.0%	Shares	Sole	2025-04-24
2024-12-31	$2,962,316	5,856	-31.2%	Shares	Sole	2025-02-03
2024-09-30	$4,977,965	8,514	-16.6%	Shares	Sole	2024-10-15
2024-06-30	$5,200,563	10,212	+10.2%	Shares	Sole	2024-07-02
2024-03-31	$4,582,900	9,264	+10.9%	Shares	Sole	2024-05-03
2023-12-31	$4,396,550	8,351	+2.2%	Shares	Sole	2024-02-05
2023-09-30	$4,120,240	8,172	-16.3%	Shares	Sole	2023-10-31
2023-06-30	$4,691,046	9,760	+41.1%	Shares	Sole	2023-07-13
2023-03-31	$3,268,432	6,916	+15.8%	Shares	Sole	2023-04-12
2022-12-31	$3,165,174	5,970	-4.9%	Shares	Sole	2023-01-20
2022-09-30	$3,169,126	6,275	-0.6%	Shares	Sole	2022-10-17
2022-06-30	$3,241,518	6,311	+1.1%	Shares	Sole	2022-07-12
2022-03-31	$3,184,252	6,244	+9.4%	Shares	Sole	2022-04-20
2021-12-31	$2,864,708	5,705	+21.5%	Shares	Sole	2022-01-20
2021-09-30	$1,834,133	4,694	+19.9%	Shares	Sole	2021-11-04
2021-03-31	$1,457,026	3,916	-2.1%	Shares	Sole	2021-05-12
2020-12-31	$1,403,421	4,002	+43.7%	Shares	Sole	2021-02-12
2020-09-30	$868,279	2,785	+8.9%	Shares	Defined	2020-11-13
2020-03-31	$637,914	2,558	—	Shares	Defined	2020-05-08
No filing history on record for this holder in this stock.