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UnitedHealth shares owned by Cornerstone Wealth Management

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

Historical chart of Cornerstone Wealth Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Cornerstone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $923k 1.9k 494.65
2023-12-31 $977k 1.9k 526.38
2023-09-30 $1.6M 3.1k 504.23
2023-06-30 $859k 1.8k 480.54
2023-03-31 $744k 1.6k 472.61
2022-09-30 $842k 1.7k 505.10
2022-06-30 $816k 1.6k 513.53
2022-03-31 $787k 1.5k 509.72
2021-12-31 $1.2M 2.3k 512.66
2021-09-30 $522k 1.3k 391.01
2021-06-30 $490k 1.2k 400.33
2021-03-31 $467k 1.3k 372.41
2020-12-31 $433k 1.2k 350.89
2020-09-30 $356k 1.1k 311.73
2020-06-30 $356k 1.2k 295.19
2020-03-31 $301k 1.2k 249.79
2019-12-31 $209k 712 293.54
2019-06-30 $222k 922 240.84
2019-03-31 $955k 1.8k 527.09
2018-12-31 $306k 1.3k 242.28
2018-09-30 $816k 160k 5.09
2018-06-30 $992k 246k 4.04
2018-03-31 $211k 988 213.64