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Cornerstone Wealth Management’s UnitedHealth UNH Stock Holding History

Cornerstone Wealth Management’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 		$743K Buy
2,023
+2
+0.1% +$805 0.03% 398
2026
Q2 		$840K Sell
2,021
-72
-3% -$26.7K 0.04% 369
2026
Q1 		$566K Buy
2,093
+106
+5% +$31.6K 0.03% 418
2025
Q4 		$656K Sell
1,987
-68
-3% -$23K 0.03% 363
2025
Q3 		$710K Hold
2,055
– – 0.04% 343
2025
Q2 		$641K Buy
2,055
+166
+9% +$63.4K 0.04% 338
2025
Q1 		$989K Buy
1,889
+55
+3% +$28.1K 0.07% 243
2024
Q4 		$928K Sell
1,834
-130
-7% -$73.9K 0.06% 245
2024
Q3 		$1.15M Hold
1,964
– – 0.08% 198
2024
Q2 		$1M Buy
1,964
+98
+5% +$48K 0.08% 203
2024
Q1 		$923K Buy
1,866
+10
+0.5% +$5.08K 0.07% 214
2023
Q4 		$977K Sell
1,856
-1,220
-40% -$651K 0.08% 201
2023
Q3 		$1.55M Buy
3,076
+1,288
+72% +$634K 0.15% 141
2023
Q2 		$859K Buy
1,788
+214
+14% +$105K 0.08% 204
2023
Q1 		$744K Buy
+1,574
New +$760K 0.07% 220
2022
Q3 		$842K Buy
1,667
+78
+5% +$41K 0.09% 184
2022
Q2 		$816K Buy
1,589
+45
+3% +$22.6K 0.09% 184
2022
Q1 		$787K Sell
1,544
-787
-34% -$380K 0.08% 208
2021
Q4 		$1.2M Buy
2,331
+996
+75% +$451K 0.11% 163
2021
Q3 		$522K Buy
1,335
+111
+9% +$46K 0.06% 265
2021
Q2 		$490K Sell
1,224
-30
-2% -$12K 0.05% 287
2021
Q1 		$467K Buy
1,254
+20
+2% +$6.93K 0.06% 280
2020
Q4 		$433K Buy
1,234
+92
+8% +$30.8K 0.05% 271
2020
Q3 		$356K Sell
1,142
-64
-5% -$19.7K 0.05% 270
2020
Q2 		$356K Buy
1,206
+1
+0.1% +$287 0.06% 255
2020
Q1 		$301K Buy
1,205
+493
+69% +$136K 0.06% 259
2019
Q4 		$209K Buy
+712
New +$186K 0.03% 327
2019
Q3 		– Sell
-922
Closed -$225K – 373
2019
Q2 		$225K Sell
922
-890
-49% -$214K 0.04% 324
2019
Q1 		$834K Buy
1,812
+549
+43% +$140K 0.1% 205
2018
Q4 		$306K Buy
+1,263
New +$334K 0.07% 256
2018
Q1 		$213K Buy
+988
New +$226K 0.04% 350

Other funds holding UNH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Cornerstone Wealth Management increased its UnitedHealth (UNH) stake by 0.1% in Q3 2026, buying an estimated $805 and bringing the position to 2,023 shares worth $743K. The position accounts for 0.03% of the portfolio, ranked #398.

Cornerstone Wealth Management first reported a position in UNH in Q1 2018 and has held it in 31 quarters since. The position peaked at $1.55M in Q3 2023. 2,218 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Cornerstone Wealth Management held 2,023 shares of UnitedHealth worth $743K as of Q3 2026.
  • Cornerstone Wealth Management bought 2 UnitedHealth shares in Q3 2026, an estimated $805.
  • UnitedHealth made up 0.03% of Cornerstone Wealth Management's portfolio in Q3 2026, its #398 holding.
  • Cornerstone Wealth Management first reported a position in UnitedHealth in Q1 2018 and has held it in 31 quarters since.
  • Cornerstone Wealth Management's UnitedHealth position peaked at $1.55M in Q3 2023.
  • 2,218 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.