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
Download as csvQuarterly reported holdings in UnitedHealth by Security Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $515k | 984 | 523.75 |
| 2024-12-31 | $454k | 897 | 505.86 |
| 2024-09-30 | $497k | 850 | 584.68 |
| 2024-06-30 | $317k | 623 | 509.26 |
| 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
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