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Cornerstone Advisory, LLC

SEC CIK
0001668189
Latest filing
Jul 29, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Cornerstone Advisory, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overviewAll 13F holders of UNHFull Q2 2026 holdings

Shares (Q2 2026)
2,167
Value
$900.6K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of UNH by Cornerstone Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,167$900.6K0.1%−396−15.5%ReducedHolders
Q1 20262,563$693.5K0.1%+63+2.5%AddedHolders
Q4 20252,500$825.4K0.1%−119−4.5%ReducedHolders
Q3 20252,619$904.2K0.1%+19+0.7%AddedHolders
Q2 20252,600$811.1K0.1%−696−21.1%ReducedHolders
Q1 20253,296$1.30M0.2%+98+3.1%AddedHolders
Q4 20243,198$1.67M0.2%−9−0.3%ReducedHolders
Q3 20243,207$1.88M0.2%−206−6.0%ReducedHolders
Q2 20243,413$1.74M0.2%−361−9.6%ReducedHolders
Q1 20243,774$1.87M0.3%+844+28.8%AddedHolders
Q4 20232,930$1.54M0.2%+132+4.7%AddedHolders
Q3 20232,798$1.41M0.2%+51+1.9%AddedHolders
Q2 20232,747$1.32M0.2%−14−0.5%ReducedHolders
Q1 20232,761$1.30M0.2%+254+10.1%AddedHolders
Q4 20222,507$1.33M0.3%−8−0.3%ReducedHolders
Q3 20222,515$1.27M0.3%−163−6.1%ReducedHolders
Q2 20222,678$1.38M0.3%−800−23.0%ReducedHolders
Q1 20223,478$1.77M0.3%+765+28.2%AddedHolders
Q4 20212,713$1.36M0.2%+48+1.8%AddedHolders
Q3 20212,665$1.04M0.2%00.0%UnchangedHolders
Q2 20212,665$1.07M0.2%+200+8.1%AddedHolders
Q1 20212,465$917.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.