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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return