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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
2020
Q4 		– Sell
-1,481
Closed -$462K – 491
2020
Q3 		$462K Buy
+1,481
New +$455K 0.12% 141

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.