W.H. Cornerstone Investments’s UnitedHealth UNH Stock Holding History

W.H. Cornerstone Investments’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 Q1	$329K	Buy	+1,214	New	+$362K	0.21%	87
2025 Q3	–	Sell	-664	Closed	-$207K	–	120
2025 Q2	$207K	Sell	664 -331	-33%	-$127K	0.13%	111
2025 Q1	$521K	Sell	995 -200	-17%	-$102K	0.36%	65
2024 Q4	$604K	Sell	1,195 -42	-3%	-$23.9K	0.4%	60
2024 Q3	$723K	Sell	1,237 -85	-6%	-$48.1K	0.49%	50
2024 Q2	$673K	Sell	1,322 -456	-26%	-$224K	0.48%	52
2024 Q1	$880K	Buy	1,778 +174	+11%	+$88.5K	0.63%	48
2023 Q4	$845K	Buy	1,604 +28	+2%	+$14.9K	0.67%	45
2023 Q3	$795K	Buy	1,576 +136	+9%	+$66.9K	0.7%	48
2023 Q2	$692K	Buy	1,440 +164	+13%	+$80.2K	0.62%	53
2023 Q1	$603K	Sell	1,276 -1,940	-60%	-$936K	0.55%	56
2022 Q4	$1.57M	Buy	3,216 +99	+3%	+$52.4K	1.5%	16
2022 Q3	$1.56M	Buy	+3,117	New	+$1.64M	1.64%	13

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

W.H. Cornerstone Investments's UNH Position: Q1 2026 in Review

W.H. Cornerstone Investments opened a new position in UnitedHealth (UNH) in Q1 2026: 1,214 shares worth $329K. The stake represents 0.21% of the portfolio and ranks #87 among its holdings. This is a return to the name: W.H. Cornerstone Investments previously reported a position in UNH as recently as Q2 2025.

W.H. Cornerstone Investments first reported a position in UNH in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.57M in Q4 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

W.H. Cornerstone Investments held 1,214 shares of UnitedHealth worth $329K as of Q1 2026.
UnitedHealth was a new W.H. Cornerstone Investments position in Q1 2026.
UnitedHealth made up 0.21% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #87 holding.
W.H. Cornerstone Investments first reported a position in UnitedHealth in Q3 2022 and has held it in 13 quarters since.
W.H. Cornerstone Investments's UnitedHealth position peaked at $1.57M in Q4 2022.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.