HM PAYSON & CO

Position in UNH — Unitedhealth Group Inc

CIK 928052 PORTLAND, ME

Position in UNH

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,963,850

+$777,044 QoQ

Shares Held

4,725

+7.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,411

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 83% Shared 0% None 17%

Healthcare · as of Jun 30, 2026

HM PAYSON & CO holds $5,138,987 across 5 Healthcare Plans names. UNH ranks #2 (38.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	19,373	$2,004,136
2	UNH	Unitedhealth Group Inc This page	4,725	$1,963,850
3	CI	Cigna Group	3,318	$914,705
4	ELV	Elevance Health, Inc.	370	$143,089
5	HUM	Humana Inc	285	$113,207

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,963,850	4,725	+7.7%	Shares	Sole	2026-07-17
2026-03-31	$1,186,806	4,386	-4.4%	Shares	Sole	2026-04-13
2025-12-31	$1,514,874	4,589	-21.6%	Shares	Sole	2026-02-12
2025-09-30	$2,020,350	5,851	-31.2%	Shares	Sole	2025-10-17
2025-06-30	$2,652,992	8,504	-82.6%	Shares	Sole	2025-10-17
2025-03-31	$25,530,717	48,746	-6.9%	Shares	Sole	2025-04-29
2024-12-31	$26,483,287	52,353	-1.6%	Shares	Sole	2025-02-07
2024-09-30	$31,096,790	53,186	-16.0%	Shares	Sole	2024-10-28
2024-06-30	$32,261,111	63,349	-46.2%	Shares	Sole	2024-08-13
2024-03-31	$58,300,394	117,850	-23.5%	Shares	Sole	2024-06-20
2023-12-31	$81,145,346	154,131	+0.9%	Shares	Sole	2024-02-13
2023-09-30	$76,995,863	152,712	+0.6%	Shares	Sole	2023-11-06
2023-06-30	$72,975,090	151,829	-16.4%	Shares	Sole	2023-07-17
2023-03-31	$85,799,658	181,552	+3.0%	Shares	Sole	2023-04-18
2022-12-31	$93,412,944	176,191	+6.4%	Shares	Sole	2023-02-06
2022-09-30	$83,645,229	165,621	+3.2%	Shares	Sole	2022-10-25
2022-06-30	$82,433,505	160,492	+4.3%	Shares	Sole	2022-08-15
2022-03-31	$78,466,534	153,865	+3.1%	Shares	Sole	2022-05-12
2021-12-31	$74,925,815	149,213	+4.2%	Shares	Sole	2022-02-15
2021-09-30	$55,947,325	143,183	+4.3%	Shares	Sole	2021-11-30
2021-06-30	$54,951,980	137,229	+11.0%	Shares	Sole	2021-08-17
2021-03-31	$46,014,641	123,672	+10.6%	Shares	Sole	2021-06-15
2020-12-31	$39,206,374	111,801	+7.7%	Shares	Sole	2021-03-10
2020-09-30	$32,353,308	103,773	+6.6%	Shares	Sole	2020-12-21
2020-06-30	$28,707,778	97,331	+19.9%	Shares	Sole	2020-08-13
2020-03-31	$20,243,421	81,175	—	Shares	Sole	2020-07-01
No filing history on record for this holder in this stock.