Purchases and Sales Made in Q2 2025 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q2 2025. The information is specifically focused on institutions that hold shares of UNITEDHEALTH GROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.9K+ 48.88% |
$522K - $1.14M
|
5.79K
$1.51M
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
1.88K+ 58.34% |
$516K - $1.13M
|
5.11K
$1.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
1.88K+ 113.47% |
$515K - $1.13M
|
3.53K
$924K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
1.86K+ 466.0% |
$511K - $1.12M
|
2.26K
$592K
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
1.85K+ 148.0% |
$508K - $1.11M
|
3.1K
$811K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.85KNew |
$508K - $1.11M
|
1.85K
$484K
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
1.84K+ 85.16% |
$505K - $1.1M
|
4.01K
$1.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
1.83KNew |
$501K - $1.1M
|
1.83K
$478K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.79K+ 81.05% |
$492K - $1.07M
|
4K
$1.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.78K+ 8.99% |
$488K - $1.07M
|
21.6K
$5.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.76K+ 9.46% |
$483K - $1.06M
|
20.4K
$5.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Mirabaud Asset Management LTD
London, X0 |
BUY
|
- |
1.75K+ 13.32% |
$479K - $1.05M
|
14.9K
$3.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
BUY
|
- |
1.75K+ 41.67% |
$479K - $1.05M
|
5.93K
$1.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
1.74KNew |
$477K - $1.04M
|
1.74K
$455K
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.73K+ 5.92% |
$474K - $1.04M
|
30.9K
$8.09M
|
|
|
Aug 14, 2025
Q2 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1.73K+ 4.42% |
$474K - $1.04M
|
40.8K
$10.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.7K+ 169.32% |
$466K - $1.02M
|
2.7K
$707K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.69KNew |
$465K - $1.02M
|
1.69K
$443K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
1.69K+ 70.25% |
$463K - $1.01M
|
4.09K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.67K+ 11.2% |
$459K - $1M
|
16.6K
$4.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Volterra Technologies LP
New York, NY |
BUY
|
- |
1.67KNew |
$458K - $1M
|
1.67K
$437K
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.65K+ 57.53% |
$452K - $987K
|
4.51K
$1.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.65K+ 1.66% |
$451K - $986K
|
100K
$26.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.64KNew |
$450K - $983K
|
1.64K
$429K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.62K+ 26.8% |
$443K - $968K
|
7.64K
$2M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.61K+ 5.06% |
$442K - $965K
|
33.4K
$8.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.61K+ 144.6% |
$441K - $964K
|
2.72K
$711K
|
|
|
Aug 12, 2025
Q2 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
1.6K+ 64.68% |
$440K - $962K
|
4.08K
$1.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.6KNew |
$440K - $961K
|
1.6K
$419K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.58K+ 42.45% |
$434K - $949K
|
5.31K
$1.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.57K+ 50.51% |
$432K - $943K
|
4.69K
$1.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.57K+ 102.75% |
$430K - $939K
|
3.09K
$809K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
1.57KNew |
$430K - $939K
|
1.57K
$410K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.56KNew |
$427K - $932K
|
1.56K
$407K
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.56KNew |
$427K - $932K
|
1.56K
$407K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.55K+ 180.47% |
$426K - $930K
|
2.41K
$631K
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
BUY
|
- |
1.55K+ 77.5% |
$425K - $929K
|
3.55K
$929K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.55K+ 16.66% |
$424K - $927K
|
10.8K
$2.83M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.51K+ 9.82% |
$413K - $902K
|
16.8K
$4.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.51K+ 41.89% |
$413K - $902K
|
5.1K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
1.5KNew |
$412K - $899K
|
1.5K
$392K
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.49K+ 12.63% |
$409K - $894K
|
13.3K
$3.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.49K+ 5.99% |
$408K - $891K
|
26.3K
$6.88M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.48K+ 209.34% |
$406K - $887K
|
2.19K
$572K
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.47K+ 14.1% |
$402K - $879K
|
11.9K
$3.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.46K+ 37.95% |
$400K - $874K
|
5.3K
$1.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
1.45K+ 24.64% |
$399K - $872K
|
7.35K
$1.92M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.45K+ 65.14% |
$398K - $869K
|
3.68K
$962K
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
1.45K+ 17.09% |
$398K - $869K
|
9.93K
$2.6M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
1.45K+ 12.36% |
$396K - $866K
|
13.1K
$3.44M
|