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Southern Financial Group’s UnitedHealth UNH Stock Holding History

Southern 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 		$300K Buy
+720
New +$267K 0.08% 65
2026
Q1 		– Sell
-623
Closed -$206K – 93
2025
Q4 		$206K Buy
+623
New +$211K 0.06% 80

Other funds holding UNH

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
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
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Southern Financial Group opened a new position in UnitedHealth (UNH) in Q2 2026: 720 shares worth $300K. The stake represents 0.08% of the portfolio and ranks #65 among its holdings. This is a return to the name: Southern Financial Group previously reported a position in UNH as recently as Q4 2025.

Southern Financial Group first reported a position in UNH in Q4 2025 and has held it in 2 quarters since. 1,866 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Southern Financial Group held 720 shares of UnitedHealth worth $300K as of Q2 2026.
  • UnitedHealth was a new Southern Financial Group position in Q2 2026.
  • UnitedHealth made up 0.08% of Southern Financial Group's portfolio in Q2 2026, its #65 holding.
  • Southern Financial Group first reported a position in UnitedHealth in Q4 2025 and has held it in 2 quarters since.
  • 1,866 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.