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
|
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
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-11- 1.0% |
$3.02K - $6.59K
|
1.08K
$284K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-11- 1.2% |
$3.02K - $6.59K
|
905
$237K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-11- 1.1% |
$3.02K - $6.59K
|
992
$259K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-11- 16.92% |
$3.02K - $6.59K
|
54
$14.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-11- 0.86% |
$3.02K - $6.59K
|
1.27K
$332K
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-11- 1.31% |
$3.02K - $6.59K
|
829
$217K
|
|
|
Jul 29, 2025
Q2 2025
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-12- 0.9% |
$3.29K - $7.19K
|
1.32K
$344K
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
SELL
|
- |
-12- 0.66% |
$3.29K - $7.19K
|
1.81K
$473K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-12- 1.59% |
$3.29K - $7.19K
|
744
$195K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-13- 6.16% |
$3.57K - $7.79K
|
198
$51.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-13- 0.44% |
$3.57K - $7.79K
|
2.93K
$765K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-13- 3.94% |
$3.57K - $7.79K
|
317
$82.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-14- 7.22% |
$3.84K - $8.39K
|
180
$47.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-14- 0.95% |
$3.84K - $8.39K
|
1.45K
$380K
|
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-14- 0.07% |
$3.84K - $8.39K
|
20.2K
$5.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-15- 1.1% |
$4.12K - $8.99K
|
1.35K
$353K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-15- 1.51% |
$4.12K - $8.99K
|
980
$256K
|
|
|
Aug 08, 2025
Q2 2025
|
1776 Wealth LLC
|
SELL
|
- |
-15- 0.61% |
$4.12K - $8.99K
|
2.44K
$638K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-16- 13.79% |
$4.39K - $9.59K
|
100
$26.2K
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-17- 1.44% |
$4.66K - $10.2K
|
1.17K
$305K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-17- 1.52% |
$4.66K - $10.2K
|
1.1K
$288K
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-17- 0.96% |
$4.66K - $10.2K
|
1.75K
$459K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-17- 10.0% |
$4.66K - $10.2K
|
153
$40K
|
|
|
Aug 15, 2025
Q2 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
SELL
|
- |
-17- 56.67% |
$4.66K - $10.2K
|
13
$3.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-18- 0.43% |
$4.94K - $10.8K
|
4.19K
$1.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-18- 2.03% |
$4.94K - $10.8K
|
867
$227K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-18- 0.82% |
$4.94K - $10.8K
|
2.19K
$572K
|
|
|
Jul 18, 2025
Q2 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-19- 0.15% |
$5.21K - $11.4K
|
12.9K
$3.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-19- 43.18% |
$5.21K - $11.4K
|
25
$6.54K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-19- 1.23% |
$5.21K - $11.4K
|
1.52K
$398K
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-19- 0.42% |
$5.21K - $11.4K
|
4.52K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-19- 1.48% |
$5.21K - $11.4K
|
1.26K
$330K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-20- 0.69% |
$5.49K - $12K
|
2.86K
$749K
|
|
|
Jul 16, 2025
Q2 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-20- 0.39% |
$5.49K - $12K
|
5.16K
$1.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-20- 0.48% |
$5.49K - $12K
|
4.19K
$1.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Albert D Mason Inc
|
SELL
|
- |
-21- 2.35% |
$5.76K - $12.6K
|
873
$228K
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-21- 2.82% |
$5.76K - $12.6K
|
724
$189K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-21- 0.12% |
$5.76K - $12.6K
|
17K
$4.44M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-22- 32.84% |
$6.04K - $13.2K
|
45
$11.8K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-23- 1.54% |
$6.31K - $13.8K
|
1.47K
$384K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-23- 34.85% |
$6.31K - $13.8K
|
43
$11.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
SELL
|
- |
-23- 2.03% |
$6.31K - $13.8K
|
1.11K
$290K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-24- 0.33% |
$6.58K - $14.4K
|
7.26K
$1.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-24- 3.39% |
$6.58K - $14.4K
|
685
$179K
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-24- 2.25% |
$6.58K - $14.4K
|
1.05K
$273K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-25- 2.56% |
$6.86K - $15K
|
952
$249K
|