Position in UNH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$117,622
+$41,046 QoQ
Shares Held
283
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3,119
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Security National Bank holds $117,897 across 2 Healthcare Plans names. UNH ranks #1 (99.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
283 | $117,622 | |
| 2 | CI |
Cigna Group
|
1 | $275 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,622 | 283 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $76,576 | 283 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $140,956 | 427 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $127,069 | 368 | Shares | Defined | 2025-10-20 | |
| 2025-06-30 | $1,938,268 | 6,213 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $9,049,352 | 17,278 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $8,677,521 | 17,154 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $10,161,153 | 17,379 | Shares | Defined | 2024-10-07 | |
| 2024-06-30 | $8,874,873 | 17,427 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $8,596,401 | 17,377 | Shares | Defined | 2024-04-15 | |
| 2023-12-31 | $9,047,386 | 17,185 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $8,592,910 | 17,043 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $8,333,816 | 17,339 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $8,482,045 | 17,948 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $10,206,495 | 19,251 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $10,246,756 | 20,289 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $10,677,340 | 20,788 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $10,844,512 | 21,265 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $10,610,218 | 21,130 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $8,346,987 | 21,362 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $8,036,430 | 20,069 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $7,313,407 | 19,656 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $6,648,542 | 18,959 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $5,909,912 | 18,956 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $5,240,376 | 17,767 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $4,191,329 | 16,807 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||