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 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
282+ 20.0% |
$77.4K - $169K
|
1.69K
$443K
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
279+ 6.22% |
$76.5K - $167K
|
4.77K
$1.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
278+ 20.32% |
$76.3K - $167K
|
1.65K
$431K
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
BUY
|
- |
277+ 25.94% |
$76K - $166K
|
1.35K
$352K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
275+ 16.68% |
$75.4K - $165K
|
1.92K
$503K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
275+ 3.37% |
$75.4K - $165K
|
8.44K
$2.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
271+ 38.33% |
$74.3K - $162K
|
978
$256K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
270+ 25.76% |
$74.1K - $162K
|
1.32K
$345K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
270+ 69.23% |
$74.1K - $162K
|
660
$173K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
268+ 33.63% |
$73.5K - $161K
|
1.07K
$279K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
265+ 29.38% |
$72.7K - $159K
|
1.17K
$305K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
265+ 2.12% |
$72.7K - $159K
|
12.7K
$3.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
264+ 8.96% |
$72.4K - $158K
|
3.21K
$840K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
263+ 18.39% |
$72.2K - $158K
|
1.69K
$443K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
262+ 28.51% |
$71.9K - $157K
|
1.18K
$309K
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
262+ 14.4% |
$71.9K - $157K
|
2.08K
$544K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
260+ 12.18% |
$71.3K - $156K
|
2.4K
$626K
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
260+ 15.9% |
$71.3K - $156K
|
1.9K
$496K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
259+ 12.15% |
$71.1K - $155K
|
2.39K
$625K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
257+ 41.99% |
$70.5K - $154K
|
869
$227K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
257+ 11.01% |
$70.5K - $154K
|
2.59K
$678K
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
257+ 23.03% |
$70.5K - $154K
|
1.37K
$359K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
256+ 13.92% |
$70.2K - $153K
|
2.1K
$548K
|
|
|
Aug 14, 2025
Q2 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
255+ 8.36% |
$70K - $153K
|
3.31K
$865K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
254+ 20.19% |
$69.7K - $152K
|
1.51K
$395K
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
250+ 21.8% |
$68.6K - $150K
|
1.4K
$365K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
249+ 185.82% |
$68.3K - $149K
|
383
$100K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
248+ 15.28% |
$68K - $149K
|
1.87K
$489K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
248+ 0.72% |
$68K - $149K
|
34.6K
$9.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
247+ 51.03% |
$67.8K - $148K
|
731
$191K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
243+ 7.34% |
$66.7K - $146K
|
3.56K
$930K
|
|
|
Aug 12, 2025
Q2 2025
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
243+ 8.94% |
$66.7K - $146K
|
2.96K
$774K
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
242+ 5.46% |
$66.4K - $145K
|
4.67K
$1.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
242+ 41.16% |
$66.4K - $145K
|
830
$217K
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
241+ 2.36% |
$66.1K - $144K
|
10.4K
$2.73M
|
|
|
Jul 24, 2025
Q2 2025
|
Lindenwold Advisors
|
BUY
|
- |
240+ 2.84% |
$65.8K - $144K
|
8.69K
$2.27M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
239+ 5.05% |
$65.6K - $143K
|
4.97K
$1.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
239+ 40.65% |
$65.6K - $143K
|
827
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
238+ 7.89% |
$65.3K - $143K
|
3.26K
$851K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
238+ 20.38% |
$65.3K - $143K
|
1.41K
$368K
|
|
|
Aug 07, 2025
Q2 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
237+ 46.93% |
$65K - $142K
|
742
$194K
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
236+ 0.88% |
$64.7K - $141K
|
27.1K
$7.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
234+ 6.63% |
$64.2K - $140K
|
3.76K
$984K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
233+ 96.68% |
$63.9K - $140K
|
474
$124K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
233+ 5.39% |
$63.9K - $140K
|
4.56K
$1.19M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
228+ 45.6% |
$62.6K - $137K
|
728
$190K
|
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
228+ 8.02% |
$62.6K - $137K
|
3.07K
$803K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
228New |
$62.6K - $137K
|
228
$59.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
224+ 2.01% |
$61.5K - $134K
|
11.4K
$2.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Kidder Stephen W
|
BUY
|
- |
221+ 1.5% |
$60.6K - $132K
|
15K
$3.92M
|