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 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
127+ 8.02% |
$34.8K - $76.1K
|
1.71K
$448K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
126+ 11.08% |
$34.6K - $75.5K
|
1.26K
$330K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
126+ 4.38% |
$34.6K - $75.5K
|
3K
$785K
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
125+ 7.45% |
$34.3K - $74.9K
|
1.8K
$472K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
124+ 13.32% |
$34K - $74.3K
|
1.06K
$276K
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
123+ 4.2% |
$33.7K - $73.7K
|
3.05K
$798K
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
122+ 4.86% |
$33.5K - $73.1K
|
2.63K
$688K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
122+ 9.64% |
$33.5K - $73.1K
|
1.39K
$363K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
121+ 390.32% |
$33.2K - $72.5K
|
152
$39.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
120+ 1.08% |
$32.9K - $71.9K
|
11.3K
$2.95M
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
120+ 2.2% |
$32.9K - $71.9K
|
5.58K
$1.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
120+ 11.93% |
$32.9K - $71.9K
|
1.13K
$295K
|
|
|
Aug 12, 2025
Q2 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
118+ 1.15% |
$32.4K - $70.7K
|
10.4K
$2.72M
|
|
|
Aug 04, 2025
Q2 2025
|
Gam Holding Ag
|
BUY
|
- |
117+ 0.38% |
$32.1K - $70.1K
|
31.2K
$8.15M
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
116+ 14.13% |
$31.8K - $69.5K
|
937
$245K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
115+ 18.49% |
$31.6K - $68.9K
|
737
$193K
|
|
|
Jul 29, 2025
Q2 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
114+ 13.59% |
$31.3K - $68.3K
|
953
$249K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
114+ 95.0% |
$31.3K - $68.3K
|
234
$61.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
113+ 6.83% |
$31K - $67.7K
|
1.77K
$462K
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
111+ 14.29% |
$30.5K - $66.5K
|
888
$232K
|
|
|
Aug 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
110+ 11.74% |
$30.2K - $65.9K
|
1.05K
$274K
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
110+ 4.2% |
$30.2K - $65.9K
|
2.73K
$714K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
109New |
$29.9K - $65.3K
|
109
$28.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
109+ 2.58% |
$29.9K - $65.3K
|
4.33K
$1.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
105+ 16.99% |
$28.8K - $62.9K
|
723
$189K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
104+ 18.06% |
$28.5K - $62.3K
|
680
$178K
|
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
104+ 4.92% |
$28.5K - $62.3K
|
2.22K
$580K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
104+ 8.67% |
$28.5K - $62.3K
|
1.3K
$341K
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
104+ 0.97% |
$28.5K - $62.3K
|
10.8K
$2.83M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
102+ 4.55% |
$28K - $61.1K
|
2.34K
$613K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
102+ 14.63% |
$28K - $61.1K
|
799
$209K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
100+ 7.92% |
$27.4K - $59.9K
|
1.36K
$356K
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
100New |
$27.4K - $59.9K
|
100
$26.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
100New |
$27.4K - $59.9K
|
100
$26.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
100+ 12.03% |
$27.4K - $59.9K
|
931
$244K
|
|
|
Aug 13, 2025
Q2 2025
|
Independent Family Office, LLC
|
BUY
|
- |
100+ 16.95% |
$27.4K - $59.9K
|
690
$180K
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
99+ 1.24% |
$27.2K - $59.3K
|
8.08K
$2.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
99+ 39.44% |
$27.2K - $59.3K
|
350
$91.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
99+ 1.56% |
$27.2K - $59.3K
|
6.45K
$1.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
99+ 2.03% |
$27.2K - $59.3K
|
4.97K
$1.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
97+ 1.96% |
$26.6K - $58.1K
|
5.04K
$1.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
96+ 11.72% |
$26.3K - $57.5K
|
915
$239K
|
|
|
Jul 24, 2025
Q2 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
95+ 1.34% |
$26.1K - $56.9K
|
7.21K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
94New |
$25.8K - $56.4K
|
94
$24.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
93+ 4.65% |
$25.5K - $55.8K
|
2.09K
$548K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
92+ 4.98% |
$25.2K - $55.2K
|
1.94K
$507K
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
92+ 3.97% |
$25.2K - $55.2K
|
2.41K
$631K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
90+ 12.08% |
$24.7K - $54K
|
835
$218K
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
BUY
|
- |
90+ 5.48% |
$24.7K - $54K
|
1.73K
$453K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
88+ 15.47% |
$24.1K - $52.8K
|
657
$172K
|