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 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-1- 8.33% |
$274 - $599
|
11
$2.88K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-1- 1.05% |
$274 - $599
|
94
$24.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2- 0.24% |
$549 - $1.2K
|
848
$222K
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-2- 0.22% |
$549 - $1.2K
|
927
$242K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-2- 0.17% |
$549 - $1.2K
|
1.16K
$302K
|
|
|
Aug 05, 2025
Q2 2025
|
Kdt Advisors, LLC
New York, NY |
SELL
|
- |
-2- 0.29% |
$549 - $1.2K
|
685
$179K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2- 0.15% |
$549 - $1.2K
|
1.29K
$338K
|
|
|
Jul 21, 2025
Q2 2025
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-3- 0.3% |
$823 - $1.8K
|
984
$257K
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-3- 0.28% |
$823 - $1.8K
|
1.08K
$282K
|
|
|
Aug 01, 2025
Q2 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-3- 0.09% |
$823 - $1.8K
|
3.19K
$835K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-3- 2.14% |
$823 - $1.8K
|
137
$35.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-3- 0.46% |
$823 - $1.8K
|
649
$170K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-3- 0.17% |
$823 - $1.8K
|
1.81K
$474K
|
|
|
Aug 14, 2025
Q2 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-3- 0.04% |
$823 - $1.8K
|
6.74K
$1.76M
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-4- 8.89% |
$1.1K - $2.4K
|
41
$10.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-4- 0.03% |
$1.1K - $2.4K
|
14.7K
$3.85M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-4- 0.11% |
$1.1K - $2.4K
|
3.74K
$979K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-5- 8.33% |
$1.37K - $3K
|
55
$14.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-5- 0.14% |
$1.37K - $3K
|
3.52K
$922K
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-5- 0.1% |
$1.37K - $3K
|
4.88K
$1.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-5- 8.06% |
$1.37K - $3K
|
57
$14.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-5- 0.29% |
$1.37K - $3K
|
1.75K
$457K
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-6- 0.18% |
$1.65K - $3.6K
|
3.42K
$895K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-6- 0.97% |
$1.65K - $3.6K
|
611
$160K
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-6- 25.0% |
$1.65K - $3.6K
|
18
$4.71K
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-6- 0.38% |
$1.65K - $3.6K
|
1.59K
$417K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-6- 10.91% |
$1.65K - $3.6K
|
49
$12.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-7- 8.64% |
$1.92K - $4.2K
|
74
$19.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-7- 0.58% |
$1.92K - $4.2K
|
1.2K
$315K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-7- 4.17% |
$1.92K - $4.2K
|
161
$42.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-7- 0.52% |
$1.92K - $4.2K
|
1.34K
$350K
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-7- 0.94% |
$1.92K - $4.2K
|
736
$193K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-8- 0.46% |
$2.19K - $4.8K
|
1.75K
$457K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-8- 0.66% |
$2.19K - $4.8K
|
1.2K
$315K
|
|
|
Aug 13, 2025
Q2 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
SELL
|
- |
-8- 0.61% |
$2.19K - $4.8K
|
1.3K
$340K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-8- 1.92% |
$2.19K - $4.8K
|
408
$107K
|
|
|
Aug 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-9- 1.33% |
$2.47K - $5.4K
|
669
$175K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-9- 2.86% |
$2.47K - $5.4K
|
306
$80K
|
|
|
Aug 08, 2025
Q2 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-9- 0.53% |
$2.47K - $5.4K
|
1.69K
$442K
|
|
|
Aug 12, 2025
Q2 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-9- 0.4% |
$2.47K - $5.4K
|
2.26K
$591K
|
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-9- 0.09% |
$2.47K - $5.4K
|
10K
$2.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-10- 37.04% |
$2.74K - $5.99K
|
17
$4.45K
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-10- 11.49% |
$2.74K - $5.99K
|
77
$20.1K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-10- 1.39% |
$2.74K - $5.99K
|
708
$185K
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-10- 0.61% |
$2.74K - $5.99K
|
1.63K
$426K
|
|
|
Aug 13, 2025
Q2 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-10- 0.9% |
$2.74K - $5.99K
|
1.1K
$287K
|
|
|
Aug 14, 2025
Q2 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-10- 0.4% |
$2.74K - $5.99K
|
2.51K
$657K
|
|
|
Aug 14, 2025
Q2 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-10- 2.6% |
$2.74K - $5.99K
|
374
$97.8K
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-11- 0.4% |
$3.02K - $6.59K
|
2.75K
$719K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-11- 1.62% |
$3.02K - $6.59K
|
669
$175K
|