Skip to main content
Livermore
Livermore
ZHEN

Cornerstone Wealth Advisors, Inc.

SEC CIK
0001862176
Latest filing
Jul 17, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Cornerstone Wealth Advisors, Inc., 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)
2,350
Value
$976.9K
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of UNH by Cornerstone Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,350$976.9K0.2%00.0%UnchangedHolders
Q1 20262,350$636.0K0.1%+50+2.2%AddedHolders
Q4 20252,300$759.4K0.2%00.0%UnchangedHolders
Q3 20252,300$794.4K0.2%−60−2.5%ReducedHolders
Q2 20252,360$736.4K0.2%00.0%UnchangedHolders
Q1 20252,360$1.24M0.3%00.0%UnchangedHolders
Q4 20242,360$1.19M0.3%−58−2.4%ReducedHolders
Q3 20242,418$1.41M0.4%00.0%UnchangedHolders
Q2 20242,418$1.23M0.4%+33+1.4%AddedHolders
Q1 20242,385$1.18M0.4%00.0%UnchangedHolders
Q4 20232,385$1.26M0.4%−25−1.0%ReducedHolders
Q3 20232,410$1.22M0.4%+62+2.6%AddedHolders
Q2 20232,348$1.13M0.4%00.0%UnchangedHolders
Q1 20232,348$1.11M0.4%−6−0.3%ReducedHolders
Q4 20222,354$1.25M0.5%+2,354NewHolders