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Cornerstone Wealth Advisors’s UnitedHealth UNH Stock Holding History

Cornerstone Wealth Advisors’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 		$977K Hold
2,350
– – 0.2% 27
2026
Q1 		$636K Buy
2,350
+50
+2% +$14.9K 0.15% 28
2025
Q4 		$759K Hold
2,300
– – 0.18% 29
2025
Q3 		$794K Sell
2,300
-60
-3% -$18.1K 0.19% 29
2025
Q2 		$736K Hold
2,360
– – 0.19% 29
2025
Q1 		$1.24M Hold
2,360
– – 0.34% 25
2024
Q4 		$1.19M Sell
2,360
-58
-2% -$33K 0.33% 27
2024
Q3 		$1.41M Hold
2,418
– – 0.39% 24
2024
Q2 		$1.23M Buy
2,418
+33
+1% +$16.2K 0.37% 25
2024
Q1 		$1.18M Hold
2,385
– – 0.36% 26
2023
Q4 		$1.26M Sell
2,385
-25
-1% -$13.3K 0.41% 24
2023
Q3 		$1.22M Buy
2,410
+62
+3% +$30.5K 0.43% 25
2023
Q2 		$1.13M Hold
2,348
– – 0.39% 27
2023
Q1 		$1.11M Sell
2,348
-6
-0.3% -$2.9K 0.4% 25
2022
Q4 		$1.25M Buy
+2,354
New +$1.25M 0.48% 23

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 Wealth Advisors's UNH Position: Q2 2026 in Review

Cornerstone Wealth Advisors held its UnitedHealth (UNH) position steady in Q2 2026 at 2,350 shares worth $977K. The position accounts for 0.2% of the portfolio, ranked #27.

Cornerstone Wealth Advisors first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.41M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Cornerstone Wealth Advisors held 2,350 shares of UnitedHealth worth $977K as of Q2 2026.
  • Cornerstone Wealth Advisors left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.2% of Cornerstone Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • Cornerstone Wealth Advisors first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • Cornerstone Wealth Advisors's UnitedHealth position peaked at $1.41M in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.