Cornerstone Planning Group LLC

Position in UNH — Unitedhealth Group Inc

CIK 1822587 FAIRFIELD, NJ

Position in UNH

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$275,562

+$91,020 QoQ

Shares Held

663

-2.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#2,776

of 3,353 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $679,543 across 8 Healthcare Plans names. UNH ranks #2 (40.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	1,034	$285,053
2	UNH	Unitedhealth Group Inc This page	663	$275,562
3	CVS	CVS HEALTH Corp	499	$51,621
4	ELV	Elevance Health, Inc.	63	$24,363
5	CNC	Centene Corp	335	$21,503
6	HUM	Humana Inc	32	$12,711
7	OSCR	Oscar Health, Inc.	250	$7,130
8	MOH	Molina Healthcare, Inc.	7	$1,600

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$275,562	663	-2.8%	Shares	Sole	2026-07-29
2026-03-31	$184,542	682	+7.1%	Shares	Sole	2026-05-06
2025-12-31	$210,280	637	-47.7%	Shares	Sole	2026-02-02
2025-09-30	$44,006	1,218	+200.7%	Shares	Sole	2025-11-04
2025-06-30	$126,347	405	-18.8%	Shares	Sole	2025-08-11
2025-03-31	$261,351	499	+68.6%	Shares	Sole	2025-04-30
2024-12-31	$149,734	296	-3.9%	Shares	Sole	2025-01-29
2024-09-30	$180,081	308	-1.6%	Shares	Sole	2024-11-05
2024-06-30	$159,398	313	-18.1%	Shares	Sole	2024-08-13
2024-03-31	$188,975	382	-11.8%	Shares	Sole	2024-05-07
2023-12-31	$227,961	433	+0.7%	Shares	Sole	2024-02-12
2023-09-30	$216,801	430	-4.7%	Shares	Sole	2023-11-08
2023-06-30	$216,768	451	-0.4%	Shares	Sole	2023-08-15
2022-12-31	$240,171	453	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.