Cornerstone Advisory’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $901K | Sell |
2,167
-396
| -15% | -$147K | 0.07% | 118 |
|
|
2026
Q1 | $693K | Buy |
2,563
+63
| +3% | +$18.8K | 0.07% | 129 |
|
|
2025
Q4 | $825K | Sell |
2,500
-119
| -5% | -$40.3K | 0.08% | 110 |
|
|
2025
Q3 | $904K | Buy |
2,619
+19
| +0.7% | +$5.75K | 0.09% | 101 |
|
|
2025
Q2 | $811K | Sell |
2,600
-696
| -21% | -$266K | 0.09% | 109 |
|
|
2025
Q1 | $1.3M | Buy |
3,296
+98
| +3% | +$50.1K | 0.15% | 78 |
|
|
2024
Q4 | $1.67M | Sell |
3,198
-9
| -0.3% | -$5.11K | 0.19% | 70 |
|
|
2024
Q3 | $1.88M | Sell |
3,207
-206
| -6% | -$117K | 0.25% | 64 |
|
|
2024
Q2 | $1.74M | Sell |
3,413
-361
| -10% | -$177K | 0.24% | 63 |
|
|
2024
Q1 | $1.87M | Buy |
3,774
+844
| +29% | +$429K | 0.27% | 62 |
|
|
2023
Q4 | $1.54M | Buy |
2,930
+132
| +5% | +$70.4K | 0.24% | 63 |
|
|
2023
Q3 | $1.41M | Buy |
2,798
+51
| +2% | +$25.1K | 0.25% | 63 |
|
|
2023
Q2 | $1.32M | Sell |
2,747
-14
| -0.5% | -$6.85K | 0.23% | 63 |
|
|
2023
Q1 | $1.3M | Buy |
2,761
+254
| +10% | +$123K | 0.24% | 67 |
|
|
2022
Q4 | $1.33M | Sell |
2,507
-8
| -0.3% | -$4.24K | 0.26% | 59 |
|
|
2022
Q3 | $1.27M | Sell |
2,515
-163
| -6% | -$85.7K | 0.28% | 56 |
|
|
2022
Q2 | $1.38M | Sell |
2,678
-800
| -23% | -$402K | 0.31% | 52 |
|
|
2022
Q1 | $1.77M | Buy |
3,478
+765
| +28% | +$369K | 0.27% | 60 |
|
|
2021
Q4 | $1.36M | Buy |
2,713
+48
| +2% | +$21.7K | 0.2% | 85 |
|
|
2021
Q3 | $1.04M | Hold |
2,665
| – | – | 0.17% | 94 |
|
|
2021
Q2 | $1.07M | Buy |
2,665
+200
| +8% | +$79.7K | 0.18% | 92 |
|
|
2021
Q1 | $917K | Sell |
2,465
-200
| -8% | -$69.3K | 0.17% | 103 |
|
|
2020
Q4 | $935K | Buy |
2,665
+273
| +11% | +$91.5K | 0.19% | 97 |
|
|
2020
Q3 | $746K | Sell |
2,392
-104
| -4% | -$31.9K | 0.17% | 103 |
|
|
2020
Q2 | $736K | Buy |
2,496
+1,177
| +89% | +$337K | 0.19% | 90 |
|
|
2020
Q1 | $329K | Hold |
1,319
| – | – | 0.1% | 115 |
|
|
2019
Q4 | $388K | Buy |
1,319
+137
| +12% | +$35.8K | 0.08% | 127 |
|
|
2019
Q3 | $257K | Sell |
1,182
-538
| -31% | -$130K | 0.06% | 140 |
|
|
2019
Q2 | $420K | Buy |
1,720
+10
| +0.6% | +$2.4K | 0.09% | 112 |
|
|
2019
Q1 | $423K | Buy |
1,710
+786
| +85% | +$200K | 0.09% | 111 |
|
|
2018
Q4 | $230K | Sell |
924
-686
| -43% | -$181K | 0.06% | 134 |
|
|
2018
Q3 | $428K | Sell |
1,610
-79
| -5% | -$20.5K | 0.13% | 104 |
|
|
2018
Q2 | $414K | Hold |
1,689
| – | – | 0.14% | 102 |
|
|
2018
Q1 | $361K | Buy |
1,689
+377
| +29% | +$86.1K | 0.13% | 107 |
|
|
2017
Q4 | $289K | Hold |
1,312
| – | – | 0.1% | 121 |
|
|
2017
Q3 | $257K | Sell |
1,312
-63
| -5% | -$12.2K | 0.09% | 128 |
|
|
2017
Q2 | $255K | Buy |
1,375
+66
| +5% | +$11.6K | 0.09% | 125 |
|
|
2017
Q1 | $215K | Sell |
1,309
-728
| -36% | -$119K | 0.11% | 110 |
|
|
2016
Q4 | $326K | Buy |
+2,037
| New | +$304K | 0.24% | 63 |
|
Other funds holding UNH
PAM
ECSS
Cornerstone Advisory's UNH Position: Q2 2026 in Review
Cornerstone Advisory reduced its UnitedHealth (UNH) stake by 15% in Q2 2026, selling an estimated $147K and leaving 2,167 shares worth $901K. The position accounts for 0.07% of the portfolio, ranked #118.
Cornerstone Advisory first reported a position in UNH in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.88M in Q3 2024. 1,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Cornerstone Advisory held 2,167 shares of UnitedHealth worth $901K as of Q2 2026.
- Cornerstone Advisory sold 396 UnitedHealth shares in Q2 2026, an estimated $147K.
- UnitedHealth made up 0.07% of Cornerstone Advisory's portfolio in Q2 2026, its #118 holding.
- Cornerstone Advisory first reported a position in UnitedHealth in Q4 2016 and has held it in 39 quarters since.
- Cornerstone Advisory's UnitedHealth position peaked at $1.88M in Q3 2024.
- 1,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.