Cornerstone Financial Management LLC

Position in UNH — Unitedhealth Group Inc

CIK 2110329 PROVIDENCE, RI

Position in UNH

as of Jun 30, 2026 · filed Aug 28, 2026 Compact

Position Value

$404,823

+$158,045 QoQ

Shares Held

974

+6.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.15%

of 13F equity value

Holder Rank

#2,471

of 3,349 holders

Holding Since

Dec 2025

3 quarters on record

Healthcare · as of Jun 30, 2026

Cornerstone Financial Management LLC holds $570,009 across 7 Healthcare Plans names. UNH ranks #1 (71.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	974	$404,823
2	ELV	Elevance Health, Inc.	270	$104,417
3	CVS	CVS HEALTH Corp	217	$22,448
4	HUM	Humana Inc	41	$16,286
5	CI	Cigna Group	51	$14,059
6	CNC	Centene Corp	109	$6,996
7	PGNY	Progyny, Inc.	34	$980

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$404,823	974	+6.8%	Shares	Sole	2026-08-28
2026-03-31	$246,778	912	-2.1%	Shares	Sole	2026-08-28
2025-12-31	$307,662	932	—	Shares	Sole	2026-08-28
No filing history on record for this holder in this stock.