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 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
638+ 11.19% |
$175K - $382K
|
6.34K
$1.66M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
634+ 163.82% |
$174K - $380K
|
1.02K
$267K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
BUY
|
- |
634+ 42.41% |
$174K - $380K
|
2.13K
$557K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
634+ 124.8% |
$174K - $380K
|
1.14K
$299K
|
|
|
Aug 14, 2025
Q2 2025
|
Symmetry Investments LP
|
BUY
|
- |
632+ 10.01% |
$173K - $379K
|
6.95K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
44 Wealth Management LLC
|
BUY
|
- |
630+ 41.72% |
$173K - $378K
|
2.14K
$560K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
627+ 21.33% |
$172K - $376K
|
3.57K
$933K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
627+ 114.63% |
$172K - $376K
|
1.17K
$307K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
622+ 30.84% |
$171K - $373K
|
2.64K
$690K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
620+ 18.43% |
$170K - $372K
|
3.98K
$1.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Private Capital Advisors, Inc.
|
BUY
|
- |
608+ 1.64% |
$167K - $364K
|
37.7K
$9.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
607+ 81.81% |
$167K - $364K
|
1.35K
$353K
|
|
|
Aug 11, 2025
Q2 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
606+ 77.1% |
$166K - $363K
|
1.39K
$364K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
605+ 44.35% |
$166K - $363K
|
1.97K
$515K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
603+ 28.48% |
$165K - $361K
|
2.72K
$711K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
600+ 135.75% |
$165K - $360K
|
1.04K
$273K
|
|
|
Jul 24, 2025
Q2 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
592+ 2.79% |
$162K - $355K
|
21.8K
$5.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
591+ 92.63% |
$162K - $354K
|
1.23K
$321K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
591+ 14.43% |
$162K - $354K
|
4.69K
$1.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
589+ 17.19% |
$162K - $353K
|
4.02K
$1.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
587+ 29.06% |
$161K - $352K
|
2.61K
$682K
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
584+ 5.8% |
$160K - $350K
|
10.7K
$2.79M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
583+ 3.87% |
$160K - $349K
|
15.6K
$4.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
579+ 101.94% |
$159K - $347K
|
1.15K
$300K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
579+ 26.89% |
$159K - $347K
|
2.73K
$715K
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
577+ 1.86% |
$158K - $346K
|
31.6K
$8.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
577+ 15.43% |
$158K - $346K
|
4.32K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
574+ 50.98% |
$157K - $344K
|
1.7K
$445K
|
|
|
Aug 14, 2025
Q2 2025
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
573+ 59.56% |
$157K - $343K
|
1.54K
$402K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
572+ 21.27% |
$157K - $343K
|
3.26K
$853K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
572+ 92.71% |
$157K - $343K
|
1.19K
$311K
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
567+ 12.42% |
$156K - $340K
|
5.13K
$1.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
564+ 132.71% |
$155K - $338K
|
989
$259K
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
560+ 11.63% |
$154K - $336K
|
5.37K
$1.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
560+ 13.68% |
$154K - $336K
|
4.66K
$1.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
551New |
$151K - $330K
|
551
$144K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
545+ 37.05% |
$150K - $327K
|
2.02K
$527K
|
|
|
Jul 25, 2025
Q2 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
541+ 9.17% |
$148K - $324K
|
6.44K
$1.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
540+ 21.81% |
$148K - $324K
|
3.02K
$789K
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
538+ 109.8% |
$148K - $323K
|
1.03K
$269K
|
|
|
Jul 23, 2025
Q2 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
536+ 92.41% |
$147K - $321K
|
1.12K
$292K
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
535+ 128.3% |
$147K - $321K
|
952
$249K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
534+ 6.08% |
$147K - $320K
|
9.32K
$2.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
532+ 19.3% |
$146K - $319K
|
3.29K
$860K
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
524+ 2.74% |
$144K - $314K
|
19.7K
$5.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
523+ 25.39% |
$143K - $314K
|
2.58K
$676K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
523+ 30.11% |
$143K - $314K
|
2.26K
$591K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
521+ 1.69% |
$143K - $312K
|
31.4K
$8.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
518+ 63.4% |
$142K - $311K
|
1.34K
$349K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
518+ 14.41% |
$142K - $311K
|
4.11K
$1.08M
|