Cornerstone Wealth Advisors
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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
Q3 		$863K Hold
2,350
– – 0.18% 29
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Cornerstone Wealth Advisors's UNH Position: Q3 2026 in Review

Cornerstone Wealth Advisors held its UnitedHealth (UNH) position steady in Q3 2026 at 2,350 shares worth $863K. The position accounts for 0.18% of the portfolio, ranked #29.

Cornerstone Wealth Advisors first reported a position in UNH in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.41M in Q3 2024. 1,081 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Cornerstone Wealth Advisors held 2,350 shares of UnitedHealth worth $863K as of Q3 2026.
  • Cornerstone Wealth Advisors left its UnitedHealth share count unchanged in Q3 2026.
  • UnitedHealth made up 0.18% of Cornerstone Wealth Advisors's portfolio in Q3 2026, its #29 holding.
  • Cornerstone Wealth Advisors first reported a position in UnitedHealth in Q4 2022 and has held it in 16 quarters since.
  • Cornerstone Wealth Advisors's UnitedHealth position peaked at $1.41M in Q3 2024.
  • 1,081 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.