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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.14K+ 84.42% |
$312K - $682K
|
2.49K
$650K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.14K+ 302.66% |
$312K - $682K
|
1.51K
$396K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.14K+ 5.65% |
$312K - $682K
|
21.3K
$5.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Humankind Investments LLC
|
BUY
|
- |
1.13K+ 34.73% |
$311K - $680K
|
4.4K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.13KNew |
$310K - $677K
|
1.13K
$296K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.12K+ 2.6% |
$308K - $673K
|
44.2K
$11.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1.12K+ 20.73% |
$307K - $670K
|
6.51K
$1.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
1.11K+ 203.85% |
$305K - $667K
|
1.66K
$434K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
1.11K+ 250.34% |
$304K - $665K
|
1.55K
$406K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.1K+ 21.96% |
$302K - $659K
|
6.11K
$1.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Harbor Advisors LLC
|
BUY
|
- |
1.1K+ 220.0% |
$302K - $659K
|
1.6K
$419K
|
|
|
Aug 04, 2025
Q2 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
1.1K+ 7.47% |
$301K - $657K
|
15.8K
$4.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
BUY
|
- |
1.1KNew |
$300K - $656K
|
1.1K
$286K
|
|
|
Aug 07, 2025
Q2 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
1.09K+ 1.88% |
$300K - $655K
|
59.2K
$15.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.09K+ 136.25% |
$299K - $653K
|
1.89K
$494K
|
|
|
Aug 13, 2025
Q2 2025
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
1.09KNew |
$299K - $653K
|
1.09K
$285K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.07K+ 11.99% |
$294K - $642K
|
10K
$2.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.07K+ 63.2% |
$293K - $640K
|
2.76K
$721K
|
|
|
Aug 14, 2025
Q2 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.06K+ 13.52% |
$291K - $636K
|
8.91K
$2.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
1.05KNew |
$288K - $629K
|
1.05K
$275K
|
|
|
Aug 11, 2025
Q2 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
1.04K+ 25.3% |
$285K - $623K
|
5.15K
$1.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
1.04KNew |
$285K - $622K
|
1.04K
$272K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.03K+ 52.15% |
$283K - $619K
|
3.01K
$788K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.03K+ 48.22% |
$282K - $616K
|
3.16K
$827K
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.02KNew |
$280K - $611K
|
1.02K
$267K
|
|
|
Aug 13, 2025
Q2 2025
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
BUY
|
- |
1.02K+ 0.96% |
$280K - $611K
|
108K
$28.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
1.02KNew |
$279K - $610K
|
1.02K
$266K
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
1.02KNew |
$279K - $609K
|
1.02K
$266K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.01K+ 45.12% |
$277K - $604K
|
3.24K
$848K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.01K+ 51.33% |
$276K - $602K
|
2.96K
$775K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
BUY
|
- |
1K+ 200.4% |
$274K - $599K
|
1.5K
$392K
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
991+ 38.1% |
$272K - $594K
|
3.59K
$940K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
988New |
$271K - $592K
|
988
$258K
|
|
|
Aug 13, 2025
Q2 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
985+ 12.16% |
$270K - $590K
|
9.09K
$2.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
977+ 75.44% |
$268K - $586K
|
2.27K
$594K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
972+ 105.88% |
$267K - $583K
|
1.89K
$494K
|
|
|
Aug 08, 2025
Q2 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
971+ 5.05% |
$266K - $582K
|
20.2K
$5.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
962+ 26.4% |
$264K - $577K
|
4.61K
$1.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
961+ 138.87% |
$264K - $576K
|
1.65K
$432K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
960+ 15.71% |
$263K - $575K
|
7.07K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
950+ 3653.85% |
$261K - $569K
|
976
$255K
|
|
|
Jul 23, 2025
Q2 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
941+ 11.92% |
$258K - $564K
|
8.84K
$2.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
BUY
|
- |
937+ 7.0% |
$257K - $562K
|
14.3K
$3.75M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
937New |
$257K - $562K
|
937
$245K
|
|
|
Jul 31, 2025
Q2 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
932+ 34.18% |
$256K - $559K
|
3.66K
$957K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
931+ 20.44% |
$255K - $558K
|
5.49K
$1.43M
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
929New |
$255K - $557K
|
929
$243K
|
|
|
Aug 12, 2025
Q2 2025
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
929+ 14.13% |
$255K - $557K
|
7.51K
$1.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
926New |
$254K - $555K
|
926
$242K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
925+ 164.88% |
$254K - $555K
|
1.49K
$389K
|