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UnitedHealth shares owned by Cypress Financial Planning

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Cypress Financial Planning from 13F filings

Historical chart of Cypress Financial Planning investment in UnitedHealth

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All positions including UnitedHealth held by Cypress Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Cypress Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $311k 628 494.70
2023-09-30 $316k 627 504.19
2023-06-30 $300k 627 477.88
2023-03-31 $309k 626 494.19
2022-12-31 $325k 626 518.64
2022-09-30 $373k 738 505.42
2022-06-30 $354k 689 513.79

More positions owned by Cypress Financial Planning

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Specialized Funds Div App Etf (VIG)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Morgan Stanley Com New (MS)
Discover Financial Services (DFS)

View all positions for Cypress Financial Planning

Top funds holding UnitedHealth

Vanguard Group
T. Rowe Price Associates
Wellington Management Company
Jpmorgan Chase & Co
Alliancebernstein
Bank of America Corporation
Norges Bank Investment Management
Royal Bank of Canada
Legal & General Group
Wells Fargo & Company
Bank of New York Mellon
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
ClearBridge Advisors

View all funds holding UnitedHealth