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Cypress Wealth Services’s UnitedHealth UNH Stock Holding History

Cypress Wealth Services’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 		$448K Sell
1,077
-5
-0.5% -$1.85K 0.05% 258
2026
Q1 		$293K Sell
1,082
-701
-39% -$209K 0.04% 311
2025
Q4 		$588K Buy
1,783
+207
+13% +$70.1K 0.08% 191
2025
Q3 		$544K Sell
1,576
-2
-0.1% -$605 0.09% 174
2025
Q2 		$492K Buy
1,578
+175
+12% +$66.9K 0.09% 173
2025
Q1 		$735K Sell
1,403
-122
-8% -$62.4K 0.15% 113
2024
Q4 		$771K Buy
1,525
+80
+6% +$45.5K 0.15% 102
2024
Q3 		$845K Buy
1,445
+79
+6% +$44.7K 0.17% 97
2024
Q2 		$695K Buy
1,366
+83
+6% +$40.7K 0.15% 106
2024
Q1 		$635K Buy
1,283
+56
+5% +$28.5K 0.15% 114
2023
Q4 		$646K Buy
1,227
+9
+0.7% +$4.8K 0.16% 110
2023
Q3 		$614K Buy
1,218
+14
+1% +$6.89K 0.17% 112
2023
Q2 		$583K Buy
1,204
+122
+11% +$59.7K 0.15% 115
2023
Q1 		$511K Sell
1,082
-13
-1% -$6.27K 0.15% 123
2022
Q4 		$580K Buy
1,095
+55
+5% +$29.1K 0.19% 101
2022
Q3 		$525K Sell
1,040
-278
-21% -$146K 0.18% 107
2022
Q2 		$677K Sell
1,318
-224
-15% -$112K 0.22% 89
2022
Q1 		$786K Buy
1,542
+33
+2% +$15.9K 0.21% 83
2021
Q4 		$758K Buy
1,509
+24
+2% +$10.9K 0.21% 83
2021
Q3 		$580K Sell
1,485
-129
-8% -$53.4K 0.17% 91
2021
Q2 		$646K Sell
1,614
-204
-11% -$81.3K 0.18% 103
2021
Q1 		$676K Buy
1,818
+213
+13% +$73.8K 0.14% 119
2020
Q4 		$563K Buy
+1,605
New +$538K 0.13% 133
2020
Q3 		– Sell
-1,459
Closed -$448K – 478
2020
Q2 		$430K Sell
1,459
-68
-4% -$19.5K 0.1% 160
2020
Q1 		$381K Buy
1,527
+5
+0.3% +$1.38K 0.11% 150
2019
Q4 		$447K Hold
1,522
– – 0.11% 145
2019
Q3 		$331K Buy
1,522
+102
+7% +$24.6K 0.09% 177
2019
Q2 		$347K Buy
1,420
+7
+0.5% +$1.68K 0.1% 171
2019
Q1 		$349K Buy
+1,413
New +$360K 0.11% 162

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Cypress Wealth Services's UNH Position: Q2 2026 in Review

Cypress Wealth Services reduced its UnitedHealth (UNH) stake by 0.46% in Q2 2026, selling an estimated $1.85K and leaving 1,077 shares worth $448K. The position accounts for 0.05% of the portfolio, ranked #258.

Cypress Wealth Services first reported a position in UNH in Q1 2019 and has held it in 29 quarters since. The position peaked at $845K in Q3 2024. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Cypress Wealth Services held 1,077 shares of UnitedHealth worth $448K as of Q2 2026.
  • Cypress Wealth Services sold 5 UnitedHealth shares in Q2 2026, an estimated $1.85K.
  • UnitedHealth made up 0.05% of Cypress Wealth Services's portfolio in Q2 2026, its #258 holding.
  • Cypress Wealth Services first reported a position in UnitedHealth in Q1 2019 and has held it in 29 quarters since.
  • Cypress Wealth Services's UnitedHealth position peaked at $845K in Q3 2024.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.