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
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-26- 3.8% |
$7.13K - $15.6K
|
658
$172K
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-26- 0.7% |
$7.13K - $15.6K
|
3.7K
$967K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-27- 1.21% |
$7.41K - $16.2K
|
2.21K
$577K
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-27- 1.09% |
$7.41K - $16.2K
|
2.46K
$643K
|
|
|
Jul 30, 2025
Q2 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-28- 1.83% |
$7.68K - $16.8K
|
1.51K
$394K
|
|
|
Aug 11, 2025
Q2 2025
|
Inkwell Capital LLC
Miami, FL |
SELL
|
- |
-28- 0.66% |
$7.68K - $16.8K
|
4.21K
$1.1M
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-28- 2.52% |
$7.68K - $16.8K
|
1.08K
$283K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-28- 3.6% |
$7.68K - $16.8K
|
749
$196K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-28- 0.81% |
$7.68K - $16.8K
|
3.43K
$898K
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-29- 72.5% |
$7.96K - $17.4K
|
11
$2.88K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-29- 3.81% |
$7.96K - $17.4K
|
732
$191K
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-29- 0.41% |
$7.96K - $17.4K
|
7.02K
$1.84M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-29- 18.59% |
$7.96K - $17.4K
|
127
$33.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-30- 0.68% |
$8.23K - $18K
|
4.38K
$1.15M
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-30- 7.59% |
$8.23K - $18K
|
365
$95.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-31- 0.88% |
$8.5K - $18.6K
|
3.47K
$909K
|
|
|
Aug 11, 2025
Q2 2025
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-31- 0.92% |
$8.5K - $18.6K
|
3.35K
$876K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-32- 37.21% |
$8.78K - $19.2K
|
54
$14.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-32- 4.07% |
$8.78K - $19.2K
|
755
$197K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-33- 7.57% |
$9.05K - $19.8K
|
403
$105K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-33- 45.83% |
$9.05K - $19.8K
|
39
$10.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-34- 7.2% |
$9.33K - $20.4K
|
438
$115K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-35- 4.91% |
$9.6K - $21K
|
678
$177K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-35- 4.34% |
$9.6K - $21K
|
771
$202K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-35- 14.34% |
$9.6K - $21K
|
209
$54.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-35- 5.19% |
$9.6K - $21K
|
639
$167K
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-35- 4.83% |
$9.6K - $21K
|
690
$180K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-36- 6.58% |
$9.88K - $21.6K
|
511
$134K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-36- 2.86% |
$9.88K - $21.6K
|
1.22K
$320K
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-36- 2.87% |
$9.88K - $21.6K
|
1.22K
$319K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-36- 5.35% |
$9.88K - $21.6K
|
637
$167K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-37- 3.83% |
$10.2K - $22.2K
|
929
$243K
|
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
SELL
|
- |
-37- 0.54% |
$10.2K - $22.2K
|
6.76K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-37- 0.79% |
$10.2K - $22.2K
|
4.67K
$1.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-38- 0.37% |
$10.4K - $22.8K
|
10.1K
$2.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-39- 4.85% |
$10.7K - $23.4K
|
765
$200K
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-40- 13.56% |
$11K - $24K
|
255
$66.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-40- 0.74% |
$11K - $24K
|
5.39K
$1.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-40- 0.75% |
$11K - $24K
|
5.28K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-40- 24.24% |
$11K - $24K
|
125
$32.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-41- 8.54% |
$11.2K - $24.6K
|
439
$115K
|
|
|
Jul 29, 2025
Q2 2025
|
Townsend & Associates, Inc
|
SELL
|
- |
-41- 1.1% |
$11.2K - $24.6K
|
3.68K
$962K
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-41- 10.65% |
$11.2K - $24.6K
|
344
$90K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-42- 0.95% |
$11.5K - $25.2K
|
4.38K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-42- 1.59% |
$11.5K - $25.2K
|
2.6K
$681K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-43- 4.55% |
$11.8K - $25.8K
|
902
$236K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-43- 1.42% |
$11.8K - $25.8K
|
2.98K
$779K
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-43- 1.29% |
$11.8K - $25.8K
|
3.3K
$862K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-43- 20.48% |
$11.8K - $25.8K
|
167
$43.7K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-43- 2.3% |
$11.8K - $25.8K
|
1.83K
$479K
|