Cypress Financial Planning’s UnitedHealth UNH Stock Holding History

Cypress Financial Planning’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	$368K	Sell	885 -48	-5%	-$17.8K	0.09%	75
2026 Q1	$253K	Buy	933 +37	+4%	+$11K	0.07%	92
2025 Q4	$298K	Buy	896 +33	+4%	+$11.2K	0.08%	89
2025 Q3	$298K	Buy	+863	New	+$261K	0.09%	71
2025 Q2	–	Sell	-548	Closed	-$287K	–	87
2025 Q1	$287K	Buy	548 +11	+2%	+$5.62K	0.1%	69
2024 Q4	$272K	Sell	537 -2	-0.4%	-$1.14K	0.1%	66
2024 Q3	$315K	Buy	539 +2	+0.4%	+$1.13K	0.12%	57
2024 Q2	$273K	Sell	537 -91	-14%	-$44.6K	0.11%	61
2024 Q1	$311K	Buy	+628	New	+$319K	0.14%	54
2023 Q4	–	Sell	-627	Closed	-$316K	–	62
2023 Q3	$316K	Hold	627	–	–	0.18%	46
2023 Q2	$300K	Buy	627 +1	+0.2%	+$489	0.17%	48
2023 Q1	$309K	Hold	626	–	–	0.19%	43
2022 Q4	$325K	Sell	626 -112	-15%	-$59.3K	0.22%	43
2022 Q3	$373K	Buy	738 +49	+7%	+$25.8K	0.26%	35
2022 Q2	$354K	Buy	+689	New	+$346K	0.24%	38

Other funds holding UNH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cypress Financial Planning's UNH Position: Q2 2026 in Review

Cypress Financial Planning reduced its UnitedHealth (UNH) stake by 5.1% in Q2 2026, selling an estimated $17.8K and leaving 885 shares worth $368K. The position accounts for 0.09% of the portfolio, ranked #75.

Cypress Financial Planning first reported a position in UNH in Q2 2022 and has held it in 15 quarters since. The position peaked at $373K in Q3 2022. 568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Cypress Financial Planning held 885 shares of UnitedHealth worth $368K as of Q2 2026.
Cypress Financial Planning sold 48 UnitedHealth shares in Q2 2026, an estimated $17.8K.
UnitedHealth made up 0.09% of Cypress Financial Planning's portfolio in Q2 2026, its #75 holding.
Cypress Financial Planning first reported a position in UnitedHealth in Q2 2022 and has held it in 15 quarters since.
Cypress Financial Planning's UnitedHealth position peaked at $373K in Q3 2022.
568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.