UnitedHealth shares owned by Shum Financial Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Shum Financial Group
from 13F filings
Historical chart of Shum Financial Group investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Shum Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Shum Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 4.7k | 345.30 |
| 2025-03-31 | $2.3M | 4.5k | 523.75 |
| 2024-12-31 | $1.9M | 3.8k | 505.86 |
| 2024-09-30 | $2.1M | 3.7k | 567.03 |
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