SOMERVILLE KURT F

Position in UNH — Unitedhealth Group Inc

CIK 1215208 BOSTON, MA

Position in UNH

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,960,524

-$618,465 QoQ

Shares Held

4,717

-50.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#1,412

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 37% Shared 63% None 0%

Healthcare · as of Jun 30, 2026

SOMERVILLE KURT F holds $2,558,916 across 3 Healthcare Plans names. UNH ranks #1 (76.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	4,717	$1,960,524
2	CI	Cigna Group	1,270	$350,113
3	CVS	CVS HEALTH Corp	2,400	$248,279

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,960,524	4,717	-50.5%	Shares	Sole	2026-08-11
2026-03-31	$2,578,989	9,531	-30.5%	Shares	Sole	2026-05-08
2025-12-31	$4,529,106	13,720	-37.1%	Shares	Defined	2026-02-17
2025-09-30	$7,537,551	21,829	-6.3%	Shares	Sole	2025-11-10
2025-06-30	$7,265,155	23,288	-6.0%	Shares	Sole	2025-07-23
2025-03-31	$12,972,238	24,768	-2.4%	Shares	Sole	2025-05-06
2024-12-31	$12,832,654	25,368	+0.5%	Shares	Sole	2025-02-13
2024-09-30	$14,763,167	25,250	+0.4%	Shares	Sole	2024-11-12
2024-06-30	$12,806,869	25,148	+7.1%	Shares	Sole	2024-08-12
2024-03-31	$11,613,575	23,476	+8.0%	Shares	Sole	2024-05-14
2023-12-31	$11,447,035	21,743	+6.5%	Shares	Sole	2024-02-14
2023-09-30	$10,290,012	20,409	+0.3%	Shares	Sole	2023-11-14
2023-06-30	$9,781,502	20,351	-7.9%	Shares	Sole	2023-08-11
2023-03-31	$10,444,709	22,101	+2.7%	Shares	Sole	2023-05-11
2022-12-31	$11,404,700	21,511	+0.9%	Shares	Defined	2023-02-09
2022-09-30	$10,767,955	21,321	-0.1%	Shares	Sole	2022-11-08
2022-06-30	$10,958,292	21,335	-0.0%	Shares	Sole	2022-07-19
2022-03-31	$10,882,758	21,340	-6.3%	Shares	Sole	2022-05-17
2021-12-31	$11,439,751	22,782	-0.5%	Shares	Sole	2022-02-08
2021-09-30	$8,944,036	22,890	-0.3%	Shares	Sole	2021-11-10
2021-06-30	$9,198,104	22,970	+0.3%	Shares	Sole	2021-08-09
2021-03-31	$8,517,052	22,891	+4.6%	Shares	Sole	2021-05-17
2020-12-31	$7,676,733	21,891	+9.7%	Shares	Sole	2021-02-16
2020-09-30	$6,220,741	19,953	+22.2%	Shares	Sole	2020-10-28
2020-06-30	$4,815,053	16,325	+100.4%	Shares	Sole	2020-07-28
2020-03-31	$2,031,693	8,147	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.