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Cornerstone Wealth Group’s UnitedHealth UNH Stock Holding History

Cornerstone Wealth 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 		$1.48M Buy
3,551
+78
+2% +$28.9K 0.09% 143
2026
Q1 		$1.2M Sell
3,473
-177
-5% -$52.7K 0.08% 153
2025
Q4 		$1.2M Sell
3,650
-92
-2% -$31.2K 0.08% 139
2025
Q3 		$1.29M Buy
3,742
+1,401
+60% +$424K 0.09% 130
2025
Q2 		$730K Sell
2,341
-12,194
-84% -$4.66M 0.05% 154
2025
Q1 		$7.61M Buy
14,535
+2,305
+19% +$1.18M 0.63% 46
2024
Q4 		$6.19M Buy
12,230
+190
+2% +$108K 0.51% 49
2024
Q3 		$7.04M Buy
12,040
+209
+2% +$118K 0.58% 43
2024
Q2 		$6.03M Buy
11,831
+867
+8% +$425K 0.54% 49
2024
Q1 		$5.42M Buy
10,964
+1,712
+19% +$870K 0.5% 51
2023
Q4 		$4.87M Buy
9,252
+55
+0.6% +$29.3K 0.7% 38
2023
Q3 		$4.64M Sell
9,197
-1,758
-16% -$865K 0.82% 33
2023
Q2 		$5.27M Buy
10,955
+4,902
+81% +$2.4M 0.95% 33
2023
Q1 		$2.86M Sell
6,053
-4,005
-40% -$1.93M 0.51% 72
2022
Q4 		$5.33M Sell
10,058
-198
-2% -$105K 1.01% 30
2022
Q3 		$5.18M Sell
10,256
-1,119
-10% -$588K 1.14% 25
2022
Q2 		$5.84M Buy
11,375
+651
+6% +$327K 1.22% 24
2022
Q1 		$5.47M Buy
10,724
+2,966
+38% +$1.43M 1% 24
2021
Q4 		$3.9M Buy
7,758
+6,886
+790% +$3.12M 0.67% 50
2021
Q3 		$341K Buy
872
+318
+57% +$132K 0.06% 128
2021
Q2 		$227K Buy
554
+23
+4% +$9.17K 0.05% 137
2021
Q1 		$212K Buy
+531
New +$184K 0.04% 145
2019
Q3 		– Sell
-1,771
Closed -$432K – 160
2019
Q2 		$432K Buy
+1,771
New +$426K 0.12% 121

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 Group's UNH Position: Q2 2026 in Review

Cornerstone Wealth Group increased its UnitedHealth (UNH) stake by 2.2% in Q2 2026, buying an estimated $28.9K and bringing the position to 3,551 shares worth $1.48M. The position accounts for 0.09% of the portfolio, ranked #143.

Cornerstone Wealth Group first reported a position in UNH in Q2 2019 and has held it in 23 quarters since. The position peaked at $7.61M in Q1 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Cornerstone Wealth Group held 3,551 shares of UnitedHealth worth $1.48M as of Q2 2026.
  • Cornerstone Wealth Group bought 78 UnitedHealth shares in Q2 2026, an estimated $28.9K.
  • UnitedHealth made up 0.09% of Cornerstone Wealth Group's portfolio in Q2 2026, its #143 holding.
  • Cornerstone Wealth Group first reported a position in UnitedHealth in Q2 2019 and has held it in 23 quarters since.
  • Cornerstone Wealth Group's UnitedHealth position peaked at $7.61M in Q1 2025.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.