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Cornerstone Investment Partners’s UnitedHealth UNH Stock Holding History

Cornerstone Investment Partners’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 		$58.1M Sell
139,775
-25,236
-15% -$9.35M 1.94% 26
2026
Q1 		$44.7M Buy
165,011
+1,124
+0.7% +$335K 1.88% 29
2025
Q4 		$54.1M Sell
163,887
-2,325
-1% -$788K 2.1% 26
2025
Q3 		$57.4M Buy
166,212
+17,507
+12% +$5.29M 2.4% 22
2025
Q2 		$46.4M Buy
148,705
+15,239
+11% +$5.82M 2.05% 27
2025
Q1 		$69.9M Sell
133,466
-186
-0.1% -$95.1K 3.38% 11
2024
Q4 		$67.6M Sell
133,652
-242
-0.2% -$138K 3.36% 13
2024
Q3 		$78.3M Buy
133,894
+8,306
+7% +$4.7M 3.87% 9
2024
Q2 		$64M Sell
125,588
-1,671
-1% -$819K 3.16% 15
2024
Q1 		$63M Buy
127,259
+1,360
+1% +$691K 3.07% 16
2023
Q4 		$66.3M Sell
125,899
-2,059
-2% -$1.1M 3.73% 9
2023
Q3 		$64.5M Sell
127,958
-3,062
-2% -$1.51M 4.03% 3
2023
Q2 		$63M Buy
131,020
+9,897
+8% +$4.84M 3.87% 7
2023
Q1 		$57.2M Buy
121,123
+15,585
+15% +$7.52M 3.79% 9
2022
Q4 		$56M Sell
105,538
-917
-0.9% -$486K 3.6% 12
2022
Q3 		$53.8M Sell
106,455
-1,004
-0.9% -$528K 3.85% 8
2022
Q2 		$55.2M Buy
107,459
+1,044
+1% +$524K 3.7% 8
2022
Q1 		$54.3M Buy
106,415
+38,169
+56% +$18.4M 3.1% 15
2021
Q4 		$34.3M Buy
+68,246
New +$30.9M 1.9% 29

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

Cornerstone Investment Partners's UNH Position: Q2 2026 in Review

Cornerstone Investment Partners reduced its UnitedHealth (UNH) stake by 15% in Q2 2026, selling an estimated $9.35M and leaving 139,775 shares worth $58.1M. The position accounts for 1.94% of the portfolio, ranked #26.

Cornerstone Investment Partners first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $78.3M in Q3 2024. 3,384 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Cornerstone Investment Partners held 139,775 shares of UnitedHealth worth $58.1M as of Q2 2026.
  • Cornerstone Investment Partners sold 25,236 UnitedHealth shares in Q2 2026, an estimated $9.35M.
  • UnitedHealth made up 1.94% of Cornerstone Investment Partners's portfolio in Q2 2026, its #26 holding.
  • Cornerstone Investment Partners first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Cornerstone Investment Partners's UnitedHealth position peaked at $78.3M in Q3 2024.
  • 3,384 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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