Security National Bank of So Dak’s UnitedHealth UNH Stock Holding History

Security National Bank of So Dak’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 Q1	–	Sell	-867	Closed	-$286K	–	125
2025 Q4	$286K	Sell	867 -4	-0.5%	-$1.36K	0.14%	95
2025 Q3	$301K	Sell	871 -325	-27%	-$98.3K	0.15%	92
2025 Q2	$373K	Sell	1,196 -147	-11%	-$56.2K	0.2%	85
2025 Q1	$703K	Buy	1,343 +272	+25%	+$139K	0.4%	68
2024 Q4	$542K	Buy	1,071 +141	+15%	+$80.1K	0.3%	69
2024 Q3	$544K	Hold	930	–	–	0.3%	70
2024 Q2	$474K	Sell	930 -2	-0.2%	-$980	0.28%	72
2024 Q1	$461K	Sell	932 -4	-0.4%	-$2.03K	0.28%	72
2023 Q4	$493K	Hold	936	–	–	0.33%	67
2023 Q3	$472K	Hold	936	–	–	0.35%	70
2023 Q2	$450K	Buy	+936	New	+$458K	0.32%	70
2022 Q4	$496K	Hold	936	–	–	0.36%	65
2022 Q3	$473K	Sell	936 -55	-6%	-$28.9K	0.42%	63
2022 Q2	$509K	Hold	991	–	–	0.42%	62
2022 Q1	$505K	Buy	991 +400	+68%	+$193K	0.35%	67
2021 Q4	$297K	Sell	591 -60	-9%	-$27.2K	0.2%	83
2021 Q3	$254K	Buy	+651	New	+$270K	0.19%	87
2021 Q2	–	Sell	-611	Closed	-$227K	–	112
2021 Q1	$227K	Buy	+611	New	+$212K	0.19%	87

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Security National Bank of So Dak's UNH Position: Q1 2026 in Review

Security National Bank of So Dak sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 867 shares — an estimated $286K sold.

Security National Bank of So Dak first reported a position in UNH in Q1 2021 and held it in 18 quarters. The position peaked at $703K in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Security National Bank of So Dak reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Security National Bank of So Dak sold 867 UnitedHealth shares in Q1 2026, an estimated $286K.
Security National Bank of So Dak first reported a position in UnitedHealth in Q1 2021 and held it in 18 quarters.
Security National Bank of So Dak's UnitedHealth position peaked at $703K in Q1 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Security National Bank of So Dak's 13F filing for Q1 2026, filed 15 May 2026.