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 11, 2025
Q2 2025
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-64- 6.2% |
$17.6K - $38.4K
|
968
$253K
|
|
|
Jul 18, 2025
Q2 2025
|
Independent Investors Inc
|
SELL
|
- |
-65- 2.16% |
$17.8K - $39K
|
2.95K
$770K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-67- 2.43% |
$18.4K - $40.2K
|
2.69K
$703K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-68- 2.53% |
$18.7K - $40.8K
|
2.62K
$686K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-68- 7.64% |
$18.7K - $40.8K
|
822
$215K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-69- 7.84% |
$18.9K - $41.4K
|
811
$212K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-70- 20.35% |
$19.2K - $42K
|
274
$71.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-70- 1.2% |
$19.2K - $42K
|
5.78K
$1.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-70- 8.79% |
$19.2K - $42K
|
726
$190K
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-70- 2.75% |
$19.2K - $42K
|
2.48K
$648K
|
|
|
Aug 07, 2025
Q2 2025
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-70- 62.5% |
$19.2K - $42K
|
42
$11K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-70- 3.68% |
$19.2K - $42K
|
1.83K
$479K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-71- 2.41% |
$19.5K - $42.6K
|
2.87K
$751K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-72- 4.02% |
$19.8K - $43.2K
|
1.72K
$450K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-72- 6.32% |
$19.8K - $43.2K
|
1.07K
$279K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-73- 4.83% |
$20K - $43.8K
|
1.44K
$376K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-73- 1.33% |
$20K - $43.8K
|
5.4K
$1.41M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-73- 23.93% |
$20K - $43.8K
|
232
$60.7K
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-74- 9.56% |
$20.3K - $44.4K
|
700
$183K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-74- 3.23% |
$20.3K - $44.4K
|
2.22K
$580K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-75- 9.0% |
$20.6K - $45K
|
758
$198K
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
SELL
|
- |
-76- 2.86% |
$20.9K - $45.6K
|
2.58K
$674K
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-77- 4.8% |
$21.1K - $46.2K
|
1.53K
$400K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-78- 10.71% |
$21.4K - $46.8K
|
650
$170K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-79- 29.81% |
$21.7K - $47.4K
|
186
$48.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-79- 45.93% |
$21.7K - $47.4K
|
93
$24.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-80- 1.03% |
$21.9K - $48K
|
7.66K
$2M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-81- 9.35% |
$22.2K - $48.6K
|
785
$205K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-82- 14.83% |
$22.5K - $49.2K
|
471
$123K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-83- 7.34% |
$22.8K - $49.8K
|
1.05K
$274K
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-83- 3.06% |
$22.8K - $49.8K
|
2.63K
$687K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-84- 9.42% |
$23K - $50.4K
|
808
$211K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-84- 13.21% |
$23K - $50.4K
|
552
$144K
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-85- 4.92% |
$23.3K - $51K
|
1.64K
$430K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-86- 0.9% |
$23.6K - $51.6K
|
9.43K
$2.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-86- 11.42% |
$23.6K - $51.6K
|
667
$174K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-87- 5.66% |
$23.9K - $52.2K
|
1.45K
$379K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-88- 8.45% |
$24.1K - $52.8K
|
954
$250K
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-90- 21.33% |
$24.7K - $54K
|
332
$86.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-90- 1.18% |
$24.7K - $54K
|
7.55K
$1.97M
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
SELL
|
- |
-90- 10.7% |
$24.7K - $54K
|
751
$196K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-91- 3.12% |
$25K - $54.6K
|
2.82K
$738K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-91- 3.79% |
$25K - $54.6K
|
2.31K
$605K
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-91- 9.68% |
$25K - $54.6K
|
849
$222K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-92- 8.39% |
$25.2K - $55.2K
|
1.01K
$263K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-92- 3.89% |
$25.2K - $55.2K
|
2.27K
$594K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-92- 14.4% |
$25.2K - $55.2K
|
547
$143K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-92- 12.33% |
$25.2K - $55.2K
|
654
$171K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-92- 44.44% |
$25.2K - $55.2K
|
115
$30.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
SELL
|
- |
-93- 62.0% |
$25.5K - $55.8K
|
57
$14.9K
|