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UnitedHealth shares owned by Southern Financial Group

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Southern Financial Group from 13F filings

Historical chart of Southern Financial Group investment in UnitedHealth

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All positions including UnitedHealth held by Southern Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Southern Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $300k 720 416.17
2025-12-31 $206k 623 330.34

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Southern Company (SO)
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Apple (AAPL)
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Regions Financial Corporation (RF)
Micron Technology (MU)
Intel Corporation (INTC)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Palantir Technologies Cl A (PLTR)

View all positions for Southern Financial Group

Top funds holding UnitedHealth

BlackRock
Vanguard Capital Management
State Street Corporation
Susquehanna International
Capital World Investors
Vanguard Portfolio Management
Geode Capital Management
T. Rowe Price Associates
Charles Schwab Investment Management
Citadel Advisors
Capital Research Global Investors
Morgan Stanley
Jane Street
FMR
Bank of America Corporation

View all funds holding UnitedHealth