Cornerstone Advisors’s UnitedHealth UNH Stock Holding History

Cornerstone Advisors’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	$12.3M	Buy	+29,599	New	+$11M	0.41%	70
2025 Q4	–	Sell	-65,703	Closed	-$22.7M	–	262
2025 Q3	$22.7M	Sell	65,703 -1,300	-2%	-$393K	0.75%	32
2025 Q2	$20.9M	Buy	67,003 +23,900	+55%	+$9.13M	0.72%	33
2025 Q1	$22.6M	Sell	43,103 -7,600	-15%	-$3.89M	0.97%	21
2024 Q4	$25.6M	Buy	50,703 +300	+0.6%	+$170K	1.02%	20
2024 Q3	$29.5M	Buy	50,403 +2,500	+5%	+$1.41M	1.17%	17
2024 Q2	$24.4M	Hold	47,903	–	–	0.99%	23
2024 Q1	$23.7M	Sell	47,903 -300	-0.6%	-$153K	0.98%	20
2023 Q4	$25.4M	Sell	48,203 -6,100	-11%	-$3.25M	1.12%	14
2023 Q3	$27.4M	Sell	54,303 -15,500	-22%	-$7.63M	1.28%	12
2023 Q2	$33.6M	Sell	69,803 -42,297	-38%	-$20.7M	1.6%	12
2023 Q1	$53M	Hold	112,100	–	–	2.46%	7
2022 Q4	$59.4M	Hold	112,100	–	–	2.93%	5
2022 Q3	$56.6M	Hold	112,100	–	–	2.78%	6
2022 Q2	$57.6M	Buy	112,100 +28,100	+33%	+$14.1M	3.02%	5
2022 Q1	$42.8M	Hold	84,000	–	–	2.52%	6
2021 Q4	$42.2M	Hold	84,000	–	–	2.29%	6
2021 Q3	$32.8M	Hold	84,000	–	–	1.9%	8
2021 Q2	$33.6M	Buy	+84,000	New	+$33.5M	1.99%	7
2020 Q3	–	Sell	-24,000	Closed	-$7.08M	–	216
2020 Q2	$7.08M	Sell	24,000 -37,000	-61%	-$10.6M	0.66%	38
2020 Q1	$15.2M	Buy	61,000 +22,000	+56%	+$6.05M	1.68%	13
2019 Q4	$11.5M	Buy	+39,000	New	+$10.2M	0.94%	29
2019 Q1	$9.64M	Sell	39,000 -47,000	-55%	-$12M	0.78%	40
2018 Q4	$21.4M	Sell	86,000 -5,000	-5%	-$1.32M	1.88%	8
2018 Q3	$24.2M	Buy	91,000 +28,000	+44%	+$7.28M	1.74%	9
2018 Q2	$15.5M	Buy	63,000 +2,000	+3%	+$480K	1.87%	10
2018 Q1	$13.1M	Hold	61,000	–	–	1.55%	12
2017 Q4	$13.4M	Hold	61,000	–	–	1.53%	12
2017 Q3	$11.9M	Buy	61,000 +30,000	+97%	+$5.8M	1.38%	13
2017 Q2	$5.75M	Buy	+31,000	New	+$5.44M	1.05%	24
2016 Q4	–	Sell	-21,000	Closed	-$2.94M	–	274
2016 Q3	$2.94M	Hold	21,000	–	–	0.75%	39
2016 Q2	$2.96M	Hold	21,000	–	–	0.73%	42
2016 Q1	$2.71M	Hold	21,000	–	–	0.66%	43
2015 Q4	$2.47M	Buy	21,000 +6,000	+40%	+$701K	0.57%	47
2015 Q3	$1.74M	Buy	15,000 +6,000	+67%	+$718K	0.41%	66
2015 Q2	$1.1M	Hold	9,000	–	–	0.24%	111
2015 Q1	$1.06M	Hold	9,000	–	–	0.22%	113
2014 Q4	$910K	Hold	9,000	–	–	0.18%	152
2014 Q3	$776K	Hold	9,000	–	–	0.15%	165
2014 Q2	$736K	Hold	9,000	–	–	0.15%	175
2014 Q1	$738K	Hold	9,000	–	–	0.17%	161
2013 Q4	$678K	Buy	+9,000	New	+$647K	0.17%	157

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cornerstone Advisors's UNH Position: Q2 2026 in Review

Cornerstone Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 29,599 shares worth $12.3M. The stake represents 0.41% of the portfolio and ranks #70 among its holdings. This is a return to the name: Cornerstone Advisors previously reported a position in UNH as recently as Q3 2025.

Cornerstone Advisors first reported a position in UNH in Q4 2013 and has held it in 42 quarters since. The position peaked at $59.4M in Q4 2022. 2,125 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Cornerstone Advisors held 29,599 shares of UnitedHealth worth $12.3M as of Q2 2026.
UnitedHealth was a new Cornerstone Advisors position in Q2 2026.
UnitedHealth made up 0.41% of Cornerstone Advisors's portfolio in Q2 2026, its #70 holding.
Cornerstone Advisors first reported a position in UnitedHealth in Q4 2013 and has held it in 42 quarters since.
Cornerstone Advisors's UnitedHealth position peaked at $59.4M in Q4 2022.
2,125 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cornerstone Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.