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 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
760New |
$209K - $456K
|
760
$199K
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
759New |
$208K - $455K
|
759
$199K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
758+ 8.9% |
$208K - $454K
|
9.28K
$2.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
756New |
$207K - $453K
|
756
$198K
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
753New |
$207K - $451K
|
753
$197K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
745+ 18.93% |
$204K - $447K
|
4.68K
$1.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
741New |
$203K - $444K
|
741
$194K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
738+ 10.0% |
$202K - $442K
|
8.12K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
734New |
$201K - $440K
|
734
$192K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
733New |
$201K - $439K
|
733
$192K
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
732+ 142.41% |
$201K - $439K
|
1.25K
$326K
|
|
|
Aug 14, 2025
Q2 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
732New |
$201K - $439K
|
732
$191K
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
731New |
$201K - $438K
|
731
$191K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
726+ 5.17% |
$199K - $435K
|
14.8K
$3.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
725+ 11.81% |
$199K - $435K
|
6.87K
$1.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
723+ 16.56% |
$198K - $433K
|
5.09K
$1.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
BUY
|
- |
722+ 16.69% |
$198K - $433K
|
5.05K
$1.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
721+ 85.63% |
$198K - $432K
|
1.56K
$409K
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
718New |
$197K - $430K
|
718
$188K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
715+ 111.2% |
$196K - $429K
|
1.36K
$355K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
713+ 14.33% |
$196K - $427K
|
5.69K
$1.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
712New |
$195K - $427K
|
712
$186K
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
709+ 60.19% |
$195K - $425K
|
1.89K
$494K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
704New |
$193K - $422K
|
704
$184K
|
|
|
Jul 23, 2025
Q2 2025
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
704New |
$193K - $422K
|
704
$184K
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
704+ 6.21% |
$193K - $422K
|
12K
$3.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
701+ 72.27% |
$192K - $420K
|
1.67K
$437K
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
700+ 10.64% |
$192K - $420K
|
7.28K
$1.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
698New |
$191K - $418K
|
698
$183K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
693New |
$190K - $415K
|
693
$181K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
692+ 50.58% |
$190K - $415K
|
2.06K
$539K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
690+ 85.08% |
$189K - $414K
|
1.5K
$393K
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
688New |
$189K - $412K
|
688
$180K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
687New |
$188K - $412K
|
687
$180K
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
675+ 4.36% |
$185K - $405K
|
16.2K
$4.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Puzo Michael J
|
BUY
|
- |
670+ 4.19% |
$184K - $402K
|
16.7K
$4.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
669+ 15.91% |
$184K - $401K
|
4.87K
$1.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
664+ 65.94% |
$182K - $398K
|
1.67K
$437K
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
663New |
$182K - $397K
|
663
$173K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
658+ 6.43% |
$181K - $394K
|
10.9K
$2.85M
|
|
|
Aug 15, 2025
Q2 2025
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
656+ 1.03% |
$180K - $393K
|
64.6K
$16.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
654New |
$179K - $392K
|
654
$171K
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
654New |
$179K - $392K
|
654
$171K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
652+ 17.73% |
$179K - $391K
|
4.33K
$1.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
651New |
$179K - $390K
|
651
$170K
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
650+ 64.55% |
$178K - $390K
|
1.66K
$433K
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
648+ 9.85% |
$178K - $388K
|
7.23K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
647+ 151.17% |
$178K - $388K
|
1.08K
$281K
|
|
|
Aug 07, 2025
Q2 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
645+ 9.98% |
$177K - $387K
|
7.11K
$1.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
641+ 20.59% |
$176K - $384K
|
3.75K
$982K
|