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 08, 2025
Q2 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
921+ 73.44% |
$253K - $552K
|
2.18K
$569K
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
920+ 39.32% |
$252K - $552K
|
3.26K
$853K
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
918New |
$252K - $550K
|
918
$240K
|
|
|
Jul 18, 2025
Q2 2025
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
917New |
$252K - $550K
|
917
$240K
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
912New |
$250K - $547K
|
912
$239K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
907+ 1.99% |
$249K - $544K
|
46.5K
$12.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
904New |
$248K - $542K
|
904
$236K
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
895New |
$246K - $537K
|
895
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
885+ 3.62% |
$243K - $531K
|
25.4K
$6.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
882New |
$242K - $529K
|
882
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
876+ 12.3% |
$240K - $525K
|
8K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
874New |
$240K - $524K
|
874
$229K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
870+ 4.54% |
$239K - $522K
|
20.1K
$5.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
859+ 53.19% |
$236K - $515K
|
2.47K
$647K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
857+ 221.45% |
$235K - $514K
|
1.24K
$325K
|
|
|
Jul 29, 2025
Q2 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
857+ 107.93% |
$235K - $514K
|
1.65K
$432K
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
BUY
|
- |
850+ 566.67% |
$233K - $510K
|
1K
$262K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
846+ 7.82% |
$232K - $507K
|
11.7K
$3.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
843New |
$231K - $505K
|
843
$221K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
839+ 127.51% |
$230K - $503K
|
1.5K
$392K
|
|
|
Aug 14, 2025
Q2 2025
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
835New |
$229K - $501K
|
835
$218K
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
834+ 0.19% |
$229K - $500K
|
450K
$118M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
829+ 16.94% |
$227K - $497K
|
5.72K
$1.5M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
826+ 8.9% |
$227K - $495K
|
10.1K
$2.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
821+ 3.41% |
$225K - $492K
|
24.9K
$6.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
816New |
$224K - $489K
|
816
$213K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
814New |
$223K - $488K
|
814
$213K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
804+ 118.93% |
$221K - $482K
|
1.48K
$387K
|
|
|
Aug 14, 2025
Q2 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
800+ 36.36% |
$219K - $480K
|
3K
$785K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
799+ 29.16% |
$219K - $479K
|
3.54K
$926K
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
798+ 51.52% |
$219K - $478K
|
2.35K
$614K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
794+ 31.98% |
$218K - $476K
|
3.28K
$857K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
794+ 5.38% |
$218K - $476K
|
15.6K
$4.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
793+ 56.0% |
$218K - $475K
|
2.21K
$578K
|
|
|
Aug 04, 2025
Q2 2025
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
791+ 21.77% |
$217K - $474K
|
4.43K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
789+ 62.97% |
$216K - $473K
|
2.04K
$534K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
789New |
$216K - $473K
|
789
$206K
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
787+ 27.04% |
$216K - $472K
|
3.7K
$967K
|
|
|
Aug 07, 2025
Q2 2025
|
Gs Investments, Inc.
|
BUY
|
- |
786+ 7.6% |
$216K - $471K
|
11.1K
$2.91M
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
778New |
$213K - $466K
|
778
$204K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
778+ 47.01% |
$213K - $466K
|
2.43K
$636K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
775+ 32.7% |
$213K - $465K
|
3.15K
$823K
|
|
|
Aug 13, 2025
Q2 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
774New |
$212K - $464K
|
774
$202K
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
769+ 114.43% |
$211K - $461K
|
1.44K
$377K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
769+ 5.76% |
$211K - $461K
|
14.1K
$3.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
767New |
$210K - $460K
|
767
$201K
|
|
|
Aug 06, 2025
Q2 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
767New |
$210K - $460K
|
767
$201K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
766+ 11.3% |
$210K - $459K
|
7.54K
$1.97M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
762+ 36.95% |
$209K - $457K
|
2.82K
$739K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
762+ 0.61% |
$209K - $457K
|
125K
$32.7M
|