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Cypress Advisory Group’s UnitedHealth UNH Stock Holding History

Cypress Advisory Group’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,335
Closed -$361K – 83
2026
Q1 		$361K Sell
1,335
-1,609
-55% -$479K 0.28% 68
2025
Q4 		$972K Sell
2,944
-30
-1% -$10.2K 0.71% 46
2025
Q3 		$1.03M Hold
2,974
– – 0.76% 41
2025
Q2 		$928K Sell
2,974
-410
-12% -$157K 0.72% 42
2025
Q1 		$1.77M Sell
3,384
-1,252
-27% -$640K 1.62% 17
2024
Q4 		$2.35M Buy
+4,636
New +$2.63M 2.16% 13

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Cypress Advisory Group's UNH Position: Q2 2026 in Review

Cypress Advisory Group sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 1,335 shares — an estimated $361K sold.

Cypress Advisory Group first reported a position in UNH in Q4 2024 and held it in 6 quarters. The position peaked at $2.35M in Q4 2024. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Cypress Advisory Group reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • Cypress Advisory Group sold 1,335 UnitedHealth shares in Q2 2026, an estimated $361K.
  • Cypress Advisory Group first reported a position in UnitedHealth in Q4 2024 and held it in 6 quarters.
  • Cypress Advisory Group's UnitedHealth position peaked at $2.35M in Q4 2024.
  • 1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cypress Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.