Security Financial Services’s UnitedHealth UNH Stock Holding History

Security Financial Services’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$203K	Buy	+489	New	+$181K	0.03%	203
2025 Q2	–	Sell	-984	Closed	-$515K	–	186
2025 Q1	$515K	Buy	984 +87	+10%	+$44.5K	0.1%	104
2024 Q4	$454K	Buy	897 +47	+6%	+$26.7K	0.09%	106
2024 Q3	$497K	Buy	850 +227	+36%	+$128K	0.1%	98
2024 Q2	$317K	Buy	623 +6	+1%	+$2.94K	0.07%	121
2024 Q1	$305K	Buy	617 +59	+11%	+$30K	0.07%	139
2023 Q4	$294K	Buy	558 +6	+1%	+$3.2K	0.07%	128
2023 Q3	$278K	Buy	552 +15	+3%	+$7.38K	0.08%	129
2023 Q2	$258K	Buy	+537	New	+$263K	0.07%	127

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Security Financial Services's UNH Position: Q2 2026 in Review

Security Financial Services opened a new position in UnitedHealth (UNH) in Q2 2026: 489 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #203 among its holdings. This is a return to the name: Security Financial Services previously reported a position in UNH as recently as Q1 2025.

Security Financial Services first reported a position in UNH in Q2 2023 and has held it in 9 quarters since. The position peaked at $515K in Q1 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Security Financial Services held 489 shares of UnitedHealth worth $203K as of Q2 2026.
UnitedHealth was a new Security Financial Services position in Q2 2026.
UnitedHealth made up 0.03% of Security Financial Services's portfolio in Q2 2026, its #203 holding.
Security Financial Services first reported a position in UnitedHealth in Q2 2023 and has held it in 9 quarters since.
Security Financial Services's UnitedHealth position peaked at $515K in Q1 2025.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.