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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
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 Sell
1,263
-159,079
-99% -$42M 0.07% 256
2018
Q3 		$817K Sell
160,342
-85,227
-35% -$22.2M 0.01% 762
2018
Q2 		$992K Buy
245,569
+244,581
+24,755% +$58.7M 0.01% 782
2018
Q1 		$213K Buy
+988
New +$226K 0.04% 350

Other funds holding UNH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Cornerstone Wealth Management's UNH Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its UnitedHealth (UNH) stake by 3.4% in Q2 2026, selling an estimated $26.7K and leaving 2,021 shares worth $840K. The position accounts for 0.04% of the portfolio, ranked #369.

Cornerstone Wealth Management first reported a position in UNH in Q1 2018 and has held it in 32 quarters since. The position peaked at $1.55M in Q3 2023. 1,061 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Cornerstone Wealth Management held 2,021 shares of UnitedHealth worth $840K as of Q2 2026.
  • Cornerstone Wealth Management sold 72 UnitedHealth shares in Q2 2026, an estimated $26.7K.
  • UnitedHealth made up 0.04% of Cornerstone Wealth Management's portfolio in Q2 2026, its #369 holding.
  • Cornerstone Wealth Management first reported a position in UnitedHealth in Q1 2018 and has held it in 32 quarters since.
  • Cornerstone Wealth Management's UnitedHealth position peaked at $1.55M in Q3 2023.
  • 1,061 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.