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Kurt F. Somerville’s UnitedHealth UNH Stock Holding History

Kurt F. Somerville’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
Q2 		$1.96M Sell
4,717
-4,814
-51% -$1.78M 0.47% 41
2026
Q1 		$2.58M Sell
9,531
-4,189
-31% -$1.25M 0.68% 35
2025
Q4 		$4.53M Sell
13,720
-8,109
-37% -$2.75M 0.77% 34
2025
Q3 		$7.54M Sell
21,829
-1,459
-6% -$441K 1.25% 25
2025
Q2 		$7.27M Sell
23,288
-1,480
-6% -$566K 1.22% 26
2025
Q1 		$13M Sell
24,768
-600
-2% -$307K 2.26% 20
2024
Q4 		$12.8M Buy
25,368
+118
+0.5% +$67K 2.15% 21
2024
Q3 		$14.8M Buy
25,250
+102
+0.4% +$57.7K 2.38% 21
2024
Q2 		$12.8M Buy
25,148
+1,672
+7% +$820K 2.16% 22
2024
Q1 		$11.6M Buy
23,476
+1,733
+8% +$881K 1.99% 22
2023
Q4 		$11.4M Buy
21,743
+1,334
+7% +$711K 2.16% 22
2023
Q3 		$10.3M Buy
20,409
+58
+0.3% +$28.5K 2.07% 23
2023
Q2 		$9.78M Sell
20,351
-1,750
-8% -$856K 1.86% 23
2023
Q1 		$10.4M Buy
22,101
+590
+3% +$285K 1.91% 22
2022
Q4 		$11.4M Buy
21,511
+190
+0.9% +$101K 2.22% 21
2022
Q3 		$10.8M Sell
21,321
-14
-0.1% -$7.36K 2.16% 19
2022
Q2 		$11M Sell
21,335
-5
-0% -$2.51K 2.08% 20
2022
Q1 		$10.9M Sell
21,340
-1,442
-6% -$695K 1.75% 22
2021
Q4 		$11.4M Sell
22,782
-108
-0.5% -$48.9K 1.59% 28
2021
Q3 		$8.95M Sell
22,890
-80
-0.3% -$33.1K 1.36% 30
2021
Q2 		$9.2M Buy
22,970
+79
+0.3% +$31.5K 1.37% 31
2021
Q1 		$8.52M Buy
22,891
+1,000
+5% +$347K 1.35% 29
2020
Q4 		$7.68M Buy
21,891
+1,938
+10% +$650K 1.25% 31
2020
Q3 		$6.22M Buy
19,953
+3,628
+22% +$1.11M 1.1% 30
2020
Q2 		$4.82M Buy
16,325
+8,178
+100% +$2.34M 0.89% 35
2020
Q1 		$2.03M Buy
+8,147
New +$2.24M 0.45% 41

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kurt F. Somerville's UNH Position: Q2 2026 in Review

Kurt F. Somerville reduced its UnitedHealth (UNH) stake by 51% in Q2 2026, selling an estimated $1.78M and leaving 4,717 shares worth $1.96M. The position accounts for 0.47% of the portfolio, ranked #41.

Kurt F. Somerville first reported a position in UNH in Q1 2020 and has held it in 26 quarters since. The position peaked at $14.8M in Q3 2024. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Kurt F. Somerville held 4,717 shares of UnitedHealth worth $1.96M as of Q2 2026.
  • Kurt F. Somerville sold 4,814 UnitedHealth shares in Q2 2026, an estimated $1.78M.
  • UnitedHealth made up 0.47% of Kurt F. Somerville's portfolio in Q2 2026, its #41 holding.
  • Kurt F. Somerville first reported a position in UnitedHealth in Q1 2020 and has held it in 26 quarters since.
  • Kurt F. Somerville's UnitedHealth position peaked at $14.8M in Q3 2024.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Kurt F. Somerville's 13F filing for Q2 2026, filed 11 Aug 2026.