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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
Q2 		$655K Buy
1,575
+361
+30% +$134K 0.37% 58
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
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

W.H. Cornerstone Investments's UNH Position: Q2 2026 in Review

W.H. Cornerstone Investments increased its UnitedHealth (UNH) stake by 30% in Q2 2026, buying an estimated $134K and bringing the position to 1,575 shares worth $655K. The position accounts for 0.37% of the portfolio, ranked #58.

W.H. Cornerstone Investments first reported a position in UNH in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.57M in Q4 2022. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • W.H. Cornerstone Investments held 1,575 shares of UnitedHealth worth $655K as of Q2 2026.
  • W.H. Cornerstone Investments bought 361 UnitedHealth shares in Q2 2026, an estimated $134K.
  • UnitedHealth made up 0.37% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #58 holding.
  • W.H. Cornerstone Investments first reported a position in UnitedHealth in Q3 2022 and has held it in 14 quarters since.
  • W.H. Cornerstone Investments's UnitedHealth position peaked at $1.57M in Q4 2022.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.