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Cornerstone Wealth Group, LLC

SEC CIK
0001774879
Latest filing
Jul 27, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Cornerstone Wealth Group, 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)
3,551
Value
$1.48M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of UNH by Cornerstone Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,551$1.48M0.1%+78+2.2%AddedHolders
Q1 20263,473$1.20M0.1%−177−4.8%ReducedHolders
Q4 20253,650$1.20M0.1%−92−2.5%ReducedHolders
Q3 20253,742$1.29M0.1%+1,401+59.8%AddedHolders
Q2 20252,341$730.2K0.1%−12,194−83.9%ReducedHolders
Q1 202514,535$7.61M0.6%+2,305+18.8%AddedHolders
Q4 202412,230$6.19M0.5%+190+1.6%AddedHolders
Q3 202412,040$7.04M0.6%+209+1.8%AddedHolders
Q2 202411,831$6.03M0.5%+867+7.9%AddedHolders
Q1 202410,964$5.42M0.5%+1,712+18.5%AddedHolders
Q4 20239,252$4.87M0.7%+55+0.6%AddedHolders
Q3 20239,197$4.64M0.8%−1,758−16.0%ReducedHolders
Q2 202310,955$5.27M1.0%+4,902+81.0%AddedHolders
Q1 20236,053$2.86M0.5%−4,005−39.8%ReducedHolders
Q4 202210,058$5.33M1.0%−198−1.9%ReducedHolders
Q3 202210,256$5.18M1.1%−1,119−9.8%ReducedHolders
Q2 202211,375$5.84M1.2%+651+6.1%AddedHolders
Q1 202210,724$5.47M1.0%+2,966+38.2%AddedHolders
Q4 20217,758$3.90M0.7%+6,886+789.7%AddedHolders
Q3 2021872$341.0K0.1%+318+57.4%AddedHolders
Q2 2021554$227.0K<0.1%+23+4.3%AddedHolders
Q1 2021531$212.0K<0.1%––Holders

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