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
|
Facet Wealth, Inc.
|
BUY
|
- |
170+ 17.84% |
$46.6K - $102K
|
1.12K
$294K
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
169+ 3.78% |
$46.4K - $101K
|
4.64K
$1.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
168+ 3.71% |
$46.1K - $101K
|
4.7K
$1.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
BUY
|
- |
167+ 12.37% |
$45.8K - $100K
|
1.52K
$397K
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
167+ 11.88% |
$45.8K - $100K
|
1.57K
$411K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
166+ 8.79% |
$45.5K - $99.5K
|
2.06K
$538K
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
165+ 2.27% |
$45.3K - $98.9K
|
7.43K
$1.94M
|
|
|
Aug 01, 2025
Q2 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
165+ 2.27% |
$45.3K - $98.9K
|
7.45K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
162+ 10.66% |
$44.4K - $97.1K
|
1.68K
$440K
|
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
161+ 3.65% |
$44.2K - $96.5K
|
4.57K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
160+ 17.28% |
$43.9K - $95.9K
|
1.09K
$284K
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
159+ 3.85% |
$43.6K - $95.3K
|
4.28K
$1.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
158+ 0.87% |
$43.3K - $94.7K
|
18.3K
$4.79M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
157+ 4.97% |
$43.1K - $94.1K
|
3.32K
$867K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
154New |
$42.2K - $92.3K
|
154
$40.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
154+ 4.52% |
$42.2K - $92.3K
|
3.56K
$931K
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
153+ 2.24% |
$42K - $91.7K
|
6.98K
$1.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
152+ 6.83% |
$41.7K - $91.1K
|
2.38K
$622K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
152+ 1.03% |
$41.7K - $91.1K
|
14.9K
$3.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
150+ 25.34% |
$41.2K - $89.9K
|
742
$194K
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
150+ 16.34% |
$41.2K - $89.9K
|
1.07K
$279K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
150+ 30.36% |
$41.2K - $89.9K
|
644
$168K
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
149+ 13.17% |
$40.9K - $89.3K
|
1.28K
$335K
|
|
|
Aug 04, 2025
Q2 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
149+ 15.88% |
$40.9K - $89.3K
|
1.09K
$284K
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
148+ 2.61% |
$40.6K - $88.7K
|
5.81K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
146+ 6.57% |
$40.1K - $87.5K
|
2.37K
$619K
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
145+ 3.94% |
$39.8K - $86.9K
|
3.82K
$1M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
145+ 13.39% |
$39.8K - $86.9K
|
1.23K
$321K
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
145+ 9.49% |
$39.8K - $86.9K
|
1.67K
$438K
|
|
|
Jul 17, 2025
Q2 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
144+ 3.13% |
$39.5K - $86.3K
|
4.74K
$1.24M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
142+ 3.86% |
$39K - $85.1K
|
3.82K
$1M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
142+ 8.13% |
$39K - $85.1K
|
1.89K
$494K
|
|
|
Aug 12, 2025
Q2 2025
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
142+ 1.47% |
$39K - $85.1K
|
9.82K
$2.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
142+ 9.39% |
$39K - $85.1K
|
1.66K
$433K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
141+ 19.39% |
$38.7K - $84.5K
|
868
$227K
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
140+ 18.23% |
$38.4K - $83.9K
|
908
$238K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
139+ 8.75% |
$38.1K - $83.3K
|
1.73K
$452K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
139+ 10.17% |
$38.1K - $83.3K
|
1.51K
$394K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
138+ 112.2% |
$37.9K - $82.7K
|
261
$68.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
137+ 4.92% |
$37.6K - $82.1K
|
2.92K
$764K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
137+ 24.64% |
$37.6K - $82.1K
|
693
$181K
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
135+ 16.65% |
$37K - $80.9K
|
946
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
135+ 9.85% |
$37K - $80.9K
|
1.51K
$394K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
133+ 8.66% |
$36.5K - $79.7K
|
1.67K
$437K
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
132+ 5.41% |
$36.2K - $79.1K
|
2.57K
$673K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
131+ 12.89% |
$35.9K - $78.5K
|
1.15K
$300K
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
130+ 14.94% |
$35.7K - $77.9K
|
1K
$262K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
128+ 12.71% |
$35.1K - $76.7K
|
1.14K
$297K
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
128+ 13.02% |
$35.1K - $76.7K
|
1.11K
$291K
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
128+ 10.55% |
$35.1K - $76.7K
|
1.34K
$351K
|