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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Quarterly reported holdings in UnitedHealth by Cornerstone Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $794k | 2.3k | 345.37 |
| 2025-06-30 | $736k | 2.4k | 312.04 |
| 2025-03-31 | $1.2M | 2.4k | 523.86 |
| 2024-12-31 | $1.2M | 2.4k | 505.97 |
| 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 |
More positions owned by Cornerstone Wealth Advisors
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