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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Aug 05, 2025
Q2 2025
|
Dillon & Associates Inc
|
SELL
|
- |
-44- 3.83% |
$12.1K - $26.4K
|
1.11K
$289K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-44- 36.67% |
$12.1K - $26.4K
|
76
$19.9K
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-44- 5.01% |
$12.1K - $26.4K
|
835
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-45- 1.15% |
$12.3K - $27K
|
3.86K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-45- 2.15% |
$12.3K - $27K
|
2.05K
$535K
|
|
|
Jul 10, 2025
Q2 2025
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
SELL
|
- |
-46- 0.3% |
$12.6K - $27.6K
|
15.3K
$4M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-46- 2.17% |
$12.6K - $27.6K
|
2.08K
$543K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-46- 6.08% |
$12.6K - $27.6K
|
711
$186K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-46- 0.68% |
$12.6K - $27.6K
|
6.75K
$1.77M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-47- 52.22% |
$12.9K - $28.2K
|
43
$11.2K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-47- 2.61% |
$12.9K - $28.2K
|
1.75K
$459K
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-47- 6.18% |
$12.9K - $28.2K
|
714
$187K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-48- 1.11% |
$13.2K - $28.8K
|
4.27K
$1.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-48- 4.36% |
$13.2K - $28.8K
|
1.05K
$275K
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-49- 1.11% |
$13.4K - $29.4K
|
4.35K
$1.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-50- 5.59% |
$13.7K - $30K
|
845
$221K
|
|
|
Jul 11, 2025
Q2 2025
|
Profit Investment Management, LLC
|
SELL
|
- |
-50- 2.72% |
$13.7K - $30K
|
1.79K
$468K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-50- 18.87% |
$13.7K - $30K
|
215
$56.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-50- 1.35% |
$13.7K - $30K
|
3.67K
$959K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-51- 7.31% |
$14K - $30.6K
|
647
$169K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-51- 0.43% |
$14K - $30.6K
|
11.8K
$3.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
SELL
|
- |
-52- 59.77% |
$14.3K - $31.2K
|
35
$9.15K
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-52- 6.17% |
$14.3K - $31.2K
|
791
$207K
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-53- 19.85% |
$14.5K - $31.8K
|
214
$56K
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-53- 0.15% |
$14.5K - $31.8K
|
34.2K
$8.96M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-55- 38.46% |
$15.1K - $33K
|
88
$23K
|
|
|
Jul 24, 2025
Q2 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-55- 0.36% |
$15.1K - $33K
|
15.1K
$3.95M
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-55- 3.08% |
$15.1K - $33K
|
1.73K
$453K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-55- 4.2% |
$15.1K - $33K
|
1.25K
$328K
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
SELL
|
- |
-56- 7.31% |
$15.4K - $33.6K
|
710
$186K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-58- 3.31% |
$15.9K - $34.8K
|
1.69K
$443K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-58- 1.15% |
$15.9K - $34.8K
|
4.98K
$1.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-58- 0.92% |
$15.9K - $34.8K
|
6.27K
$1.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-58- 6.96% |
$15.9K - $34.8K
|
775
$203K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-58- 56.86% |
$15.9K - $34.8K
|
44
$11.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-59- 0.7% |
$16.2K - $35.4K
|
8.41K
$2.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-59- 64.13% |
$16.2K - $35.4K
|
33
$8.63K
|
|
|
Jul 28, 2025
Q2 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-59- 2.16% |
$16.2K - $35.4K
|
2.68K
$700K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-60- 10.79% |
$16.5K - $36K
|
496
$130K
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-60- 5.45% |
$16.5K - $36K
|
1.04K
$272K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-62- 8.64% |
$17K - $37.2K
|
656
$172K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-62- 2.59% |
$17K - $37.2K
|
2.33K
$610K
|
|
|
Aug 14, 2025
Q2 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-62- 2.12% |
$17K - $37.2K
|
2.87K
$749K
|
|
|
Aug 14, 2025
Q2 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-62- 4.0% |
$17K - $37.2K
|
1.49K
$389K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-63- 6.29% |
$17.3K - $37.8K
|
939
$246K
|