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Cornerstone Planning Group’s UnitedHealth UNH Stock Holding History

Cornerstone Planning Group’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 		$286K Sell
663
-19
-3% -$7.04K 0.04% 137
2026
Q1 		$248K Buy
682
+45
+7% +$13.4K 0.03% 150
2025
Q4 		$187K Sell
637
-581
-48% -$197K 0.03% 144
2025
Q3 		$44K Buy
1,218
+813
+201% +$246K 0.01% 378
2025
Q2 		$102K Sell
405
-94
-19% -$35.9K 0.02% 140
2025
Q1 		$214K Buy
499
+203
+69% +$104K 0.05% 84
2024
Q4 		$161K Sell
296
-12
-4% -$6.82K 0.04% 84
2024
Q3 		$173K Sell
308
-5
-2% -$2.83K 0.05% 77
2024
Q2 		$178K Sell
313
-69
-18% -$33.8K 0.05% 82
2024
Q1 		$188K Sell
382
-51
-12% -$25.9K 0.06% 78
2023
Q4 		$228K Buy
433
+3
+0.7% +$1.6K 0.08% 77
2023
Q3 		$217K Sell
430
-21
-5% -$10.3K 0.08% 77
2023
Q2 		$217K Buy
+451
New +$221K 0.09% 89
2022
Q4 		$219K Buy
+453
New +$240K 0.09% 91

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Cornerstone Planning Group's UNH Position: Q2 2026 in Review

Cornerstone Planning Group reduced its UnitedHealth (UNH) stake by 2.8% in Q2 2026, selling an estimated $7.04K and leaving 663 shares worth $286K. The position accounts for 0.04% of the portfolio, ranked #137.

Cornerstone Planning Group first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Cornerstone Planning Group held 663 shares of UnitedHealth worth $286K as of Q2 2026.
  • Cornerstone Planning Group sold 19 UnitedHealth shares in Q2 2026, an estimated $7.04K.
  • UnitedHealth made up 0.04% of Cornerstone Planning Group's portfolio in Q2 2026, its #137 holding.
  • Cornerstone Planning Group first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.