Cornerstone Wealth Management, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1674117 ST. PETERS, MO

Position in UNH

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$839,988

+$273,644 QoQ

Shares Held

2,021

-3.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,944

of 3,349 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Cornerstone Wealth Management, LLC holds $2,963,750 across 4 Healthcare Plans names. UNH ranks #2 (28.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	12,677	$1,311,435
2	UNH	Unitedhealth Group Inc This page	2,021	$839,988
3	CI	Cigna Group	1,736	$478,580
4	ELV	Elevance Health, Inc.	863	$333,747

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$839,988	2,021	-3.4%	Shares	Sole	2026-07-22
2026-03-31	$566,344	2,093	+5.3%	Shares	Sole	2026-04-24
2025-12-31	$655,928	1,987	-3.3%	Shares	Sole	2026-02-05
2025-09-30	$709,591	2,055	0.0%	Shares	Sole	2025-11-04
2025-06-30	$641,098	2,055	+8.8%	Shares	Sole	2025-08-12
2025-03-31	$989,363	1,889	+3.0%	Shares	Sole	2025-04-18
2024-12-31	$927,747	1,834	-6.6%	Shares	Sole	2025-01-21
2024-09-30	$1,148,311	1,964	0.0%	Shares	Sole	2024-10-16
2024-06-30	$1,000,186	1,964	+5.3%	Shares	Sole	2024-07-16
2024-03-31	$923,110	1,866	+0.5%	Shares	Sole	2024-04-19
2023-12-31	$977,128	1,856	-39.7%	Shares	Sole	2024-01-10
2023-09-30	$1,550,888	3,076	+72.0%	Shares	Sole	2023-11-07
2023-06-30	$859,384	1,788	+13.6%	Shares	Sole	2023-07-14
2023-03-31	$743,856	1,574	-5.6%	Shares	Sole	2023-05-15
2022-09-30	$841,901	1,667	+4.9%	Shares	Sole	2022-10-14
2022-06-30	$816,158	1,589	+2.9%	Shares	Sole	2022-08-04
2022-03-31	$787,393	1,544	-33.8%	Shares	Sole	2022-04-21
2021-12-31	$1,170,488	2,331	+74.6%	Shares	Sole	2022-02-14
2021-09-30	$521,637	1,335	+9.1%	Shares	Sole	2021-11-12
2021-06-30	$490,138	1,224	-2.4%	Shares	Sole	2021-08-09
2021-03-31	$466,575	1,254	+1.6%	Shares	Sole	2021-04-30
2020-12-31	$432,739	1,234	+8.1%	Shares	Sole	2021-01-29
2020-09-30	$356,041	1,142	-5.3%	Shares	Sole	2020-10-13
2020-06-30	$355,709	1,206	+0.1%	Shares	Sole	2020-07-16
2020-03-31	$300,502	1,205	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.