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 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
16+ 2.17% |
$4.39K - $9.59K
|
755
$197K
|
|
|
Aug 14, 2025
Q2 2025
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
BUY
|
- |
16New |
$4.39K - $9.59K
|
16
$4.19K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15+ 1.28% |
$4.12K - $8.99K
|
1.19K
$310K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
15+ 1.82% |
$4.12K - $8.99K
|
838
$219K
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
15+ 0.47% |
$4.12K - $8.99K
|
3.19K
$834K
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
15+ 2.1% |
$4.12K - $8.99K
|
729
$191K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
14+ 0.39% |
$3.84K - $8.39K
|
3.62K
$947K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
14+ 0.88% |
$3.84K - $8.39K
|
1.6K
$419K
|
|
|
Aug 08, 2025
Q2 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
14+ 1.09% |
$3.84K - $8.39K
|
1.3K
$340K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
14+ 1.61% |
$3.84K - $8.39K
|
883
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
14+ 23.33% |
$3.84K - $8.39K
|
74
$19.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
13+ 6.99% |
$3.57K - $7.79K
|
199
$52.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
13+ 0.95% |
$3.57K - $7.79K
|
1.39K
$362K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
13+ 1.45% |
$3.57K - $7.79K
|
907
$237K
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
13+ 1.88% |
$3.57K - $7.79K
|
704
$184K
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
13+ 216.67% |
$3.57K - $7.79K
|
19
$4.97K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
12+ 2.64% |
$3.29K - $7.19K
|
467
$122K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
12+ 0.17% |
$3.29K - $7.19K
|
6.99K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Leisure Capital Management
|
BUY
|
- |
12+ 1.79% |
$3.29K - $7.19K
|
681
$178K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
12+ 38.71% |
$3.29K - $7.19K
|
43
$11.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
11+ 0.06% |
$3.02K - $6.59K
|
17.2K
$4.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
11+ 0.66% |
$3.02K - $6.59K
|
1.67K
$438K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
11+ 6.75% |
$3.02K - $6.59K
|
174
$45.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
11+ 1.1% |
$3.02K - $6.59K
|
1.01K
$263K
|
|
|
Aug 06, 2025
Q2 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
11+ 110.0% |
$3.02K - $6.59K
|
21
$5.49K
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
11+ 1.03% |
$3.02K - $6.59K
|
1.08K
$283K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
11+ 0.31% |
$3.02K - $6.59K
|
3.61K
$945K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
10+ 6.85% |
$2.74K - $5.99K
|
156
$40.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
10+ 0.79% |
$2.74K - $5.99K
|
1.28K
$334K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
10+ 0.52% |
$2.74K - $5.99K
|
1.95K
$509K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
9+ 0.66% |
$2.47K - $5.4K
|
1.37K
$359K
|
|
|
Aug 07, 2025
Q2 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
9+ 0.56% |
$2.47K - $5.4K
|
1.6K
$419K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
9New |
$2.47K - $5.4K
|
9
$2.35K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
8+ 0.74% |
$2.19K - $4.8K
|
1.09K
$284K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
8+ 0.42% |
$2.19K - $4.8K
|
1.93K
$504K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8+ 0.22% |
$2.19K - $4.8K
|
3.67K
$960K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
8+ 0.68% |
$2.19K - $4.8K
|
1.19K
$312K
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.19% |
$1.92K - $4.2K
|
3.63K
$950K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7+ 0.48% |
$1.92K - $4.2K
|
1.46K
$382K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
7New |
$1.92K - $4.2K
|
7
$1.83K
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
7+ 1.0% |
$1.92K - $4.2K
|
704
$184K
|
|
|
Aug 13, 2025
Q2 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
7+ 0.78% |
$1.92K - $4.2K
|
903
$236K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
7+ 0.71% |
$1.92K - $4.2K
|
996
$261K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
6New |
$1.65K - $3.6K
|
6
$1.57K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
6+ 0.57% |
$1.65K - $3.6K
|
1.06K
$276K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6+ 0.13% |
$1.65K - $3.6K
|
4.62K
$1.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
6+ 0.85% |
$1.65K - $3.6K
|
714
$187K
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
6+ 0.5% |
$1.65K - $3.6K
|
1.21K
$316K
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
6+ 0.44% |
$1.65K - $3.6K
|
1.36K
$357K
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
6+ 0.19% |
$1.65K - $3.6K
|
3.08K
$806K
|