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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cornerstone Investment Partners's UNH Position: Q1 2026 in Review

Cornerstone Investment Partners increased its UnitedHealth (UNH) stake by 0.69% in Q1 2026, buying an estimated $335K and bringing the position to 165,011 shares worth $44.7M. The position accounts for 1.88% of the portfolio, ranked #29.

Cornerstone Investment Partners first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $78.3M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Cornerstone Investment Partners held 165,011 shares of UnitedHealth worth $44.7M as of Q1 2026.
Cornerstone Investment Partners bought 1,124 UnitedHealth shares in Q1 2026, an estimated $335K.
UnitedHealth made up 1.88% of Cornerstone Investment Partners's portfolio in Q1 2026, its #29 holding.
Cornerstone Investment Partners first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
Cornerstone Investment Partners's UnitedHealth position peaked at $78.3M in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Cornerstone Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.