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 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
371+ 21.08% |
$102K - $222K
|
2.13K
$557K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
369+ 101.93% |
$101K - $221K
|
731
$191K
|
|
|
Aug 07, 2025
Q2 2025
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
369+ 7.25% |
$101K - $221K
|
5.46K
$1.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
368+ 22.12% |
$101K - $221K
|
2.03K
$532K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
367+ 19.97% |
$101K - $220K
|
2.21K
$577K
|
|
|
Aug 12, 2025
Q2 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
367+ 16.61% |
$101K - $220K
|
2.58K
$674K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
366+ 5.74% |
$100K - $219K
|
6.74K
$1.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
363+ 6.25% |
$99.6K - $218K
|
6.17K
$1.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
359+ 44.65% |
$98.5K - $215K
|
1.16K
$304K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
359+ 30.27% |
$98.5K - $215K
|
1.55K
$404K
|
|
|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
356+ 22.45% |
$97.7K - $213K
|
1.94K
$508K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
352+ 18.33% |
$96.6K - $211K
|
2.27K
$594K
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
350New |
$96K - $210K
|
350
$91.5K
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
350+ 54.35% |
$96K - $210K
|
994
$260K
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
348+ 10.35% |
$95.5K - $209K
|
3.71K
$970K
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
BUY
|
- |
345+ 14.44% |
$94.7K - $207K
|
2.73K
$715K
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
344+ 23.03% |
$94.4K - $206K
|
1.84K
$481K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
344+ 32.76% |
$94.4K - $206K
|
1.39K
$365K
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
338+ 3.79% |
$92.7K - $203K
|
9.25K
$2.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
337+ 23.78% |
$92.5K - $202K
|
1.75K
$459K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
336+ 44.21% |
$92.2K - $201K
|
1.1K
$287K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
335+ 29.36% |
$91.9K - $201K
|
1.48K
$386K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
334+ 5.57% |
$91.6K - $200K
|
6.33K
$1.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
327+ 19.02% |
$89.7K - $196K
|
2.05K
$535K
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
326+ 48.73% |
$89.4K - $195K
|
995
$260K
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
326+ 40.1% |
$89.4K - $195K
|
1.14K
$298K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
325+ 15.78% |
$89.2K - $195K
|
2.39K
$624K
|
|
|
Jul 23, 2025
Q2 2025
|
Dempze Nancy E
|
BUY
|
- |
324+ 3.84% |
$88.9K - $194K
|
8.76K
$2.29M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
324New |
$88.9K - $194K
|
324
$84.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
322+ 5.41% |
$88.3K - $193K
|
6.27K
$1.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
320+ 17.8% |
$87.8K - $192K
|
2.12K
$554K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
318+ 1.78% |
$87.2K - $191K
|
18.2K
$4.76M
|
|
|
Aug 07, 2025
Q2 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
318+ 10.31% |
$87.2K - $191K
|
3.4K
$890K
|
|
|
Aug 08, 2025
Q2 2025
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
318+ 37.02% |
$87.2K - $191K
|
1.18K
$308K
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
318+ 70.67% |
$87.2K - $191K
|
768
$201K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
312+ 58.54% |
$85.6K - $187K
|
845
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
311+ 22.41% |
$85.3K - $186K
|
1.7K
$444K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
311+ 16.0% |
$85.3K - $186K
|
2.26K
$590K
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
310+ 27.93% |
$85K - $186K
|
1.42K
$371K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
309+ 147.85% |
$84.8K - $185K
|
518
$135K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
305+ 2.19% |
$83.7K - $183K
|
14.2K
$3.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
300+ 410.96% |
$82.3K - $180K
|
373
$97.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
299+ 3.49% |
$82K - $179K
|
8.86K
$2.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
298+ 1.24% |
$81.8K - $179K
|
24.4K
$6.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
295+ 13.12% |
$80.9K - $177K
|
2.54K
$665K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
292+ 0.46% |
$80.1K - $175K
|
63.2K
$16.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
291+ 32.01% |
$79.8K - $174K
|
1.2K
$314K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
287+ 89.13% |
$78.7K - $172K
|
609
$159K
|
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
285+ 13.56% |
$78.2K - $171K
|
2.39K
$624K
|
|
|
Aug 11, 2025
Q2 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
283+ 22.77% |
$77.6K - $170K
|
1.53K
$399K
|