Cypress Wealth Services, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1721527 PALM DESERT, CA

Back to UNH Full portfolio

Position in UNH

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$447,633

+$154,855 QoQ

Shares Held

1,077

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#2,391

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Derivatives in UNH

reported options exposure · as of Sep 30, 2020

CallValue

CallShares

PutValue

$461,731

PutShares

1,481

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

Cypress Wealth Services, LLC holds $1,439,106 across 3 Healthcare Plans names. UNH ranks #2 (31.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	1,792	$693,020
2	UNH	Unitedhealth Group Inc This page	1,077	$447,633
3	CVS	CVS HEALTH Corp	2,885	$298,453

All Filings in UNH

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$447,633	1,077	-0.5%	Shares	Sole	2026-07-13
2026-03-31	$292,778	1,082	-39.3%	Shares	Sole	2026-04-15
2025-12-31	$588,586	1,783	+13.1%	Shares	Sole	2026-01-14
2025-09-30	$544,192	1,576	-0.1%	Shares	Sole	2025-10-15
2025-06-30	$492,288	1,578	+12.5%	Shares	Sole	2025-07-28
2025-03-31	$734,821	1,403	-8.0%	Shares	Sole	2025-04-10
2024-12-31	$771,436	1,525	+5.5%	Shares	Sole	2025-01-15
2024-09-30	$844,862	1,445	+5.8%	Shares	Sole	2024-10-09
2024-06-30	$695,649	1,366	+6.5%	Shares	Sole	2024-07-12
2024-03-31	$634,700	1,283	+4.6%	Shares	Sole	2024-04-16
2023-12-31	$645,978	1,227	+0.7%	Shares	Sole	2024-01-11
2023-09-30	$614,103	1,218	+1.2%	Shares	Sole	2023-10-13
2023-06-30	$578,690	1,204	+11.3%	Shares	Sole	2023-07-21
2023-03-31	$511,342	1,082	-1.2%	Shares	Sole	2023-04-07
2022-12-31	$580,547	1,095	+5.3%	Shares	Sole	2023-01-19
2022-09-30	$525,241	1,040	-21.1%	Shares	Sole	2022-10-14
2022-06-30	$676,964	1,318	-14.5%	Shares	Sole	2022-07-27
2022-03-31	$786,373	1,542	+2.2%	Shares	Sole	2022-04-22
2021-12-31	$757,729	1,509	+1.6%	Shares	Sole	2022-01-19
2021-09-30	$580,248	1,485	-8.0%	Shares	Sole	2021-10-13
2021-06-30	$646,310	1,614	-11.2%	Shares	Sole	2021-07-14
2021-03-31	$676,423	1,818	+13.3%	Shares	Sole	2021-04-28
2020-12-31	$562,841	1,605	+10.0%	Shares	Sole	2021-01-22
2020-09-30	$461,731	1,481	—	Put	Sole	2020-10-23
2020-06-30	$430,332	1,459	-4.5%	Shares	Sole	2020-07-15
2020-03-31	$380,803	1,527	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.