Position in UNH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,475,902
+$536,143 QoQ
Shares Held
3,551
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,583
of 3,349 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Derivatives in UNH
reported options exposure · as of Mar 31, 2026CallValue
$135,295
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Cornerstone Wealth Group, LLC holds $13,011,352 across 5 Healthcare Plans names. UNH ranks #2 (11.3% of the industry book) .
All Filings in UNH
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,475,902 | 3,551 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $939,759 | 3,473 | Shares | Sole | 2026-04-22 | |
| 2026-03-31 | $135,295 | 500 | Call | Sole | 2026-04-22 | |
| 2025-12-31 | $1,204,901 | 3,650 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,292,112 | 3,742 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $730,321 | 2,341 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $7,612,706 | 14,535 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,186,667 | 12,230 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $7,039,547 | 12,040 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $6,025,055 | 11,831 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $5,423,890 | 10,964 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $4,870,900 | 9,252 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,637,035 | 9,197 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $5,265,411 | 10,955 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,860,587 | 6,053 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $5,332,550 | 10,058 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $5,179,690 | 10,256 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $5,842,541 | 11,375 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $5,468,918 | 10,724 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $3,895,602 | 7,758 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $340,725 | 872 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $221,843 | 554 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $197,569 | 531 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||