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Cornerstone Capital’s UnitedHealth UNH Stock Holding History

Cornerstone Capital’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
2025
Q2 		– Sell
-1,092
Closed -$572K – 103
2025
Q1 		$572K Hold
1,092
– – 0.06% 70
2024
Q4 		$552K Hold
1,092
– – 0.06% 76
2024
Q3 		$638K Buy
1,092
+42
+4% +$23.8K 0.06% 77
2024
Q2 		$535K Buy
1,050
+330
+46% +$162K 0.05% 74
2024
Q1 		$356K Sell
720
-215
-23% -$109K 0.04% 79
2023
Q4 		$492K Hold
935
– – 0.05% 77
2023
Q3 		$471K Hold
935
– – 0.06% 72
2023
Q2 		$449K Buy
+935
New +$457K 0.05% 74

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cornerstone Capital's UNH Position: Q2 2025 in Review

Cornerstone Capital sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 1,092 shares — an estimated $572K sold.

Cornerstone Capital first reported a position in UNH in Q2 2023 and held it in 8 quarters. The position peaked at $638K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Cornerstone Capital reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Capital sold 1,092 UnitedHealth shares in Q2 2025, an estimated $572K.
  • Cornerstone Capital first reported a position in UnitedHealth in Q2 2023 and held it in 8 quarters.
  • Cornerstone Capital's UnitedHealth position peaked at $638K in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Cornerstone Capital's 13F filing for Q2 2025, filed 12 Aug 2025.