SFG
UNH icon

Shum Financial Group’s UnitedHealth UNH Stock Holding History

Shum Financial 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
2026
Q2 		$2.15M Buy
5,174
+17
+0.3% +$6.3K 1.3% 23
2026
Q1 		$1.4M Buy
5,157
+82
+2% +$24.4K 0.99% 26
2025
Q4 		$1.68M Buy
5,075
+327
+7% +$111K 1.21% 25
2025
Q3 		$1.64M Buy
+4,748
New +$1.44M 1.22% 24
2025
Q1 		$2.34M Buy
4,471
+710
+19% +$363K 2.03% 15
2024
Q4 		$1.9M Buy
3,761
+86
+2% +$48.9K 1.64% 21
2024
Q3 		$2.08M Buy
+3,675
New +$2.08M 1.74% 19

Other funds holding UNH

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Shum Financial Group's UNH Position: Q2 2026 in Review

Shum Financial Group increased its UnitedHealth (UNH) stake by 0.33% in Q2 2026, buying an estimated $6.3K and bringing the position to 5,174 shares worth $2.15M. The position accounts for 1.3% of the portfolio, ranked #23.

Shum Financial Group first reported a position in UNH in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.34M in Q1 2025. 1,979 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Shum Financial Group held 5,174 shares of UnitedHealth worth $2.15M as of Q2 2026.
  • Shum Financial Group bought 17 UnitedHealth shares in Q2 2026, an estimated $6.3K.
  • UnitedHealth made up 1.3% of Shum Financial Group's portfolio in Q2 2026, its #23 holding.
  • Shum Financial Group first reported a position in UnitedHealth in Q3 2024 and has held it in 7 quarters since.
  • Shum Financial Group's UnitedHealth position peaked at $2.34M in Q1 2025.
  • 1,979 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.