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 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
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
88+ 0.57% |
$24.1K - $52.8K
|
15.5K
$4.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
BUY
|
- |
87+ 2.01% |
$23.9K - $52.2K
|
4.42K
$1.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
87+ 0.25% |
$23.9K - $52.2K
|
35.2K
$9.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
87+ 10.86% |
$23.9K - $52.2K
|
888
$232K
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
85+ 6.42% |
$23.3K - $51K
|
1.41K
$369K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
84+ 24.07% |
$23K - $50.4K
|
433
$113K
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
83+ 11.59% |
$22.8K - $49.8K
|
799
$209K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
83+ 2.9% |
$22.8K - $49.8K
|
2.95K
$771K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
81+ 8.4% |
$22.2K - $48.6K
|
1.05K
$273K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
81+ 7.03% |
$22.2K - $48.6K
|
1.23K
$323K
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
81+ 10.0% |
$22.2K - $48.6K
|
891
$233K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
80+ 11.38% |
$21.9K - $48K
|
783
$205K
|
|
|
Jul 25, 2025
Q2 2025
|
Alta Advisers LTD
|
BUY
|
- |
80+ 1.76% |
$21.9K - $48K
|
4.64K
$1.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
80New |
$21.9K - $48K
|
80
$20.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
78+ 7.7% |
$21.4K - $46.8K
|
1.09K
$285K
|
|
|
Jul 24, 2025
Q2 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
78+ 6.42% |
$21.4K - $46.8K
|
1.29K
$338K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
78+ 12.46% |
$21.4K - $46.8K
|
704
$184K
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
BUY
|
- |
78+ 7.22% |
$21.4K - $46.8K
|
1.16K
$303K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
77+ 4.53% |
$21.1K - $46.2K
|
1.78K
$465K
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
77+ 43.75% |
$21.1K - $46.2K
|
253
$66.2K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
76+ 3.15% |
$20.9K - $45.6K
|
2.49K
$651K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
76+ 6.0% |
$20.9K - $45.6K
|
1.34K
$351K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
75+ 21.93% |
$20.6K - $45K
|
417
$109K
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
75+ 0.9% |
$20.6K - $45K
|
8.37K
$2.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
75+ 10.2% |
$20.6K - $45K
|
810
$212K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
74+ 12.23% |
$20.3K - $44.4K
|
679
$178K
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
74+ 10.57% |
$20.3K - $44.4K
|
774
$202K
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
72+ 6.14% |
$19.8K - $43.2K
|
1.24K
$325K
|
|
|
Aug 04, 2025
Q2 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
72+ 5.99% |
$19.8K - $43.2K
|
1.27K
$333K
|
|
|
Aug 11, 2025
Q2 2025
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
71+ 8.17% |
$19.5K - $42.6K
|
940
$246K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
69+ 3.17% |
$18.9K - $41.4K
|
2.25K
$588K
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
68+ 7.74% |
$18.7K - $40.8K
|
946
$247K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
67+ 2.03% |
$18.4K - $40.2K
|
3.37K
$881K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
67+ 4.14% |
$18.4K - $40.2K
|
1.69K
$441K
|
|
|
Jul 28, 2025
Q2 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
67+ 4.18% |
$18.4K - $40.2K
|
1.67K
$437K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
67+ 4.54% |
$18.4K - $40.2K
|
1.54K
$404K
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
67+ 2.32% |
$18.4K - $40.2K
|
2.96K
$773K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
67+ 2.5% |
$18.4K - $40.2K
|
2.75K
$720K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
66+ 22.37% |
$18.1K - $39.6K
|
361
$94.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
65New |
$17.8K - $39K
|
65
$17K
|
|
|
Jul 28, 2025
Q2 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
65+ 3.5% |
$17.8K - $39K
|
1.92K
$503K
|
|
|
Jul 25, 2025
Q2 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
61+ 3.32% |
$16.7K - $36.6K
|
1.9K
$497K
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
60+ 8.47% |
$16.5K - $36K
|
768
$201K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
60New |
$16.5K - $36K
|
60
$15.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
59+ 1.84% |
$16.2K - $35.4K
|
3.27K
$855K
|