UnitedHealth shares owned by Security National Bank
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Security National Bank
from 13F filings
Historical chart of Security National Bank investment in UnitedHealth
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All positions including UnitedHealth held by Security National Bank consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Security National Bank
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $127k | 368 | 345.32 |
| 2025-06-30 | $1.9M | 6.2k | 311.97 |
| 2025-03-31 | $9.0M | 17k | 523.75 |
| 2024-12-31 | $8.7M | 17k | 505.86 |
| 2024-09-30 | $10M | 17k | 584.68 |
| 2024-06-30 | $8.9M | 17k | 509.26 |
| 2024-03-31 | $8.6M | 17k | 494.70 |
| 2023-09-30 | $8.7M | 17k | 510.10 |
| 2023-06-30 | $8.3M | 17k | 480.64 |
| 2023-03-31 | $8.5M | 18k | 472.59 |
| 2022-12-31 | $10M | 19k | 530.18 |
| 2022-09-30 | $10M | 20k | 505.05 |
| 2022-06-30 | $11M | 21k | 513.61 |
| 2022-03-31 | $11M | 21k | 509.99 |
| 2021-12-31 | $11M | 21k | 502.13 |
| 2021-09-30 | $8.3M | 21k | 390.74 |
| 2021-06-30 | $8.0M | 20k | 400.42 |
| 2021-03-31 | $7.3M | 20k | 372.05 |
| 2020-12-31 | $6.6M | 19k | 350.70 |
| 2020-09-30 | $5.9M | 19k | 311.77 |
| 2020-06-30 | $5.2M | 18k | 294.93 |
| 2020-03-31 | $4.2M | 17k | 249.36 |
| 2019-12-31 | $4.4M | 15k | 293.95 |
| 2019-09-30 | $3.3M | 15k | 217.29 |
| 2019-06-30 | $3.5M | 14k | 244.02 |
| 2019-03-31 | $3.4M | 14k | 247.26 |
| 2018-12-31 | $3.1M | 12k | 249.15 |
| 2018-09-30 | $2.8M | 11k | 265.98 |
| 2018-06-30 | $2.5M | 10k | 245.17 |
| 2018-03-31 | $2.1M | 9.8k | 214.12 |
| 2017-12-31 | $2.0M | 9.0k | 220.43 |