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 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
31+ 4.98% |
$8.5K - $18.6K
|
653
$171K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
31+ 1.19% |
$8.5K - $18.6K
|
2.65K
$692K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
30+ 0.28% |
$8.23K - $18K
|
10.7K
$2.79M
|
|
|
Jul 17, 2025
Q2 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
30+ 0.42% |
$8.23K - $18K
|
7.15K
$1.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
30+ 2.85% |
$8.23K - $18K
|
1.08K
$283K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
30+ 2.4% |
$8.23K - $18K
|
1.28K
$335K
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
29+ 0.96% |
$7.96K - $17.4K
|
3.04K
$795K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
29+ 2900.0% |
$7.96K - $17.4K
|
30
$7.85K
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
29+ 2.85% |
$7.96K - $17.4K
|
1.05K
$274K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
28+ 1.85% |
$7.68K - $16.8K
|
1.54K
$403K
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
BUY
|
- |
28+ 2.23% |
$7.68K - $16.8K
|
1.29K
$336K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
26+ 0.45% |
$7.13K - $15.6K
|
5.86K
$1.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
26+ 20.8% |
$7.13K - $15.6K
|
151
$39.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
26+ 1.58% |
$7.13K - $15.6K
|
1.67K
$438K
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
26+ 4.12% |
$7.13K - $15.6K
|
657
$172K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.51% |
$6.86K - $15K
|
4.92K
$1.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
25+ 22.52% |
$6.86K - $15K
|
136
$35.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
25+ 1.07% |
$6.86K - $15K
|
2.35K
$615K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
25+ 5.42% |
$6.86K - $15K
|
486
$127K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
24+ 2.2% |
$6.58K - $14.4K
|
1.12K
$292K
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
24+ 1.03% |
$6.58K - $14.4K
|
2.36K
$617K
|
|
|
Jul 21, 2025
Q2 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
24+ 1.23% |
$6.58K - $14.4K
|
1.98K
$517K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
24+ 9.27% |
$6.58K - $14.4K
|
283
$74K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
23+ 1.43% |
$6.31K - $13.8K
|
1.64K
$428K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
23+ 1.02% |
$6.31K - $13.8K
|
2.27K
$593K
|
|
|
Jul 24, 2025
Q2 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
23+ 0.45% |
$6.31K - $13.8K
|
5.15K
$1.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
23New |
$6.31K - $13.8K
|
23
$6.02K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
23+ 2.44% |
$6.31K - $13.8K
|
964
$252K
|
|
|
Jul 30, 2025
Q2 2025
|
Paralel Advisors LLC
|
BUY
|
- |
23+ 0.45% |
$6.31K - $13.8K
|
5.1K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
23+ 5.49% |
$6.31K - $13.8K
|
442
$116K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
22+ 0.58% |
$6.04K - $13.2K
|
3.85K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
21+ 5.21% |
$5.76K - $12.6K
|
424
$111K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
21+ 6.34% |
$5.76K - $12.6K
|
352
$92.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
21+ 7.81% |
$5.76K - $12.6K
|
290
$75.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
21+ 12.73% |
$5.76K - $12.6K
|
186
$48.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
21+ 0.47% |
$5.76K - $12.6K
|
4.53K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
21+ 2.17% |
$5.76K - $12.6K
|
988
$258K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
21+ 0.33% |
$5.76K - $12.6K
|
6.45K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
BUY
|
- |
20+ 0.25% |
$5.49K - $12K
|
7.97K
$2.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
19+ 1.78% |
$5.21K - $11.4K
|
1.09K
$284K
|
|
|
Jul 30, 2025
Q2 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
19+ 1.87% |
$5.21K - $11.4K
|
1.04K
$271K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
18+ 17.82% |
$4.94K - $10.8K
|
119
$31.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
18+ 1.31% |
$4.94K - $10.8K
|
1.39K
$363K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
17+ 9.88% |
$4.66K - $10.2K
|
189
$49.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
17+ 121.43% |
$4.66K - $10.2K
|
31
$8.11K
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
17+ 1.33% |
$4.66K - $10.2K
|
1.3K
$339K
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
17+ 4.93% |
$4.66K - $10.2K
|
362
$94.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
16+ 0.13% |
$4.39K - $9.59K
|
11.9K
$3.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
16+ 2.7% |
$4.39K - $9.59K
|
609
$159K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
16+ 2.0% |
$4.39K - $9.59K
|
815
$213K
|