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UnitedHealth shares owned by Security Financial Services

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

Historical chart of Security Financial Services investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Security Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $305k 617 494.70
2023-12-31 $294k 558 526.47
2023-09-30 $278k 552 504.19
2023-06-30 $258k 537 480.64

More positions owned by Security Financial Services

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr U.s. Tech Etf (IYW)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Security Financial Services

Top funds holding UnitedHealth

Vanguard Group
T. Rowe Price Associates
Wellington Management Company
Jpmorgan Chase & Co
Alliancebernstein
Bank of America Corporation
Norges Bank Investment Management
Royal Bank of Canada
Legal & General Group
Wells Fargo & Company
Bank of New York Mellon
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
ClearBridge Advisors

View all funds holding UnitedHealth