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UnitedHealth shares owned by Cornerstone Wealth Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Cornerstone Wealth Advisors from 13F filings

Historical chart of Cornerstone Wealth Advisors investment in UnitedHealth

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All positions including UnitedHealth held by Cornerstone Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Cornerstone Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 2.4k 584.80
2024-06-30 $1.2M 2.4k 509.36
2024-03-31 $1.2M 2.4k 494.70
2023-12-31 $1.3M 2.4k 526.47
2023-09-30 $1.2M 2.4k 504.19
2023-06-30 $1.1M 2.3k 480.64
2023-03-31 $1.1M 2.3k 472.59
2022-12-31 $1.2M 2.4k 530.18