ST GERMAIN D J CO INC

Position in UNH — Unitedhealth Group Inc

CIK 831571 SPRINGFIELD, MA

Position in UNH

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$4,840,842

+$1,510,421 QoQ

Shares Held

11,647

-5.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#988

of 3,349 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

ST GERMAIN D J CO INC holds $7,649,280 across 4 Healthcare Plans names. UNH ranks #1 (63.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	11,647	$4,840,842
2	CVS	CVS HEALTH Corp	11,529	$1,192,675
3	CI	Cigna Group	4,165	$1,148,207
4	ELV	Elevance Health, Inc.	1,209	$467,556

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,840,842	11,647	-5.4%	Shares	Sole	2026-07-21
2026-03-31	$3,330,421	12,308	-23.3%	Shares	Sole	2026-04-13
2025-12-31	$5,294,964	16,040	+0.5%	Shares	Sole	2026-01-29
2025-09-30	$5,513,059	15,966	-2.4%	Shares	Sole	2025-10-07
2025-06-30	$5,102,581	16,356	-1.2%	Shares	Sole	2025-07-16
2025-03-31	$8,673,300	16,560	-3.1%	Shares	Sole	2025-04-09
2024-12-31	$8,642,112	17,084	-1.0%	Shares	Sole	2025-01-10
2024-09-30	$10,089,238	17,256	-16.1%	Shares	Sole	2024-10-18
2024-06-30	$10,473,950	20,567	-1.1%	Shares	Sole	2024-07-08
2024-03-31	$10,286,791	20,794	-0.2%	Shares	Sole	2024-04-02
2023-12-31	$10,972,161	20,841	-0.3%	Shares	Sole	2024-01-02
2023-09-30	$10,543,117	20,911	-0.4%	Shares	Sole	2023-10-23
2023-06-30	$10,088,152	20,989	-4.2%	Shares	Sole	2023-09-07
2022-12-31	$11,621,015	21,919	+3.8%	Shares	Sole	2023-02-27
2022-09-30	$10,665,434	21,118	0.0%	Shares	Sole	2022-11-21
2022-06-30	$10,846,838	21,118	-0.1%	Shares	Sole	2022-08-15
2022-03-31	$10,780,765	21,140	-0.0%	Shares	Sole	2022-05-12
2021-12-31	$10,616,746	21,143	-0.9%	Shares	Sole	2022-02-11
2021-09-30	$8,335,656	21,333	+0.2%	Shares	Sole	2021-11-03
2021-06-30	$8,527,369	21,295	+0.9%	Shares	Sole	2021-07-28
2021-03-31	$7,855,513	21,113	0.0%	Shares	Sole	2021-05-13
2020-12-31	$7,403,906	21,113	-0.9%	Shares	Sole	2021-02-04
2020-09-30	$6,645,065	21,314	-1.0%	Shares	Sole	2020-11-10
2020-06-30	$6,350,863	21,532	-1.4%	Shares	Sole	2020-08-13
2020-03-31	$5,447,706	21,845	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.