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 06, 2025
Q2 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
SELL
|
- |
-93- 62.0% |
$25.5K - $55.8K
|
57
$14.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-94- 0.32% |
$25.8K - $56.4K
|
29.6K
$7.74M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-94- 10.77% |
$25.8K - $56.4K
|
779
$204K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-94- 2.04% |
$25.8K - $56.4K
|
4.53K
$1.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-94- 2.76% |
$25.8K - $56.4K
|
3.31K
$865K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-94- 18.84% |
$25.8K - $56.4K
|
405
$106K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-95- 8.02% |
$26.1K - $56.9K
|
1.09K
$285K
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-95- 2.33% |
$26.1K - $56.9K
|
3.98K
$1.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-96- 11.39% |
$26.3K - $57.5K
|
747
$195K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-98- 10.56% |
$26.9K - $58.7K
|
830
$217K
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-98- 10.02% |
$26.9K - $58.7K
|
880
$230K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-99- 12.18% |
$27.2K - $59.3K
|
714
$187K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
SELL
|
- |
-99- 5.52% |
$27.2K - $59.3K
|
1.69K
$443K
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-99- 7.73% |
$27.2K - $59.3K
|
1.18K
$309K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-100- 2.11% |
$27.4K - $59.9K
|
4.64K
$1.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-100- 81.97% |
$27.4K - $59.9K
|
22
$5.75K
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-100- 2.65% |
$27.4K - $59.9K
|
3.67K
$959K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-101- 11.32% |
$27.7K - $60.5K
|
791
$207K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-102- 2.57% |
$28K - $61.1K
|
3.87K
$1.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-102- 7.95% |
$28K - $61.1K
|
1.18K
$309K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-102- 5.94% |
$28K - $61.1K
|
1.62K
$422K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-103- 10.35% |
$28.3K - $61.7K
|
892
$233K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-104- 4.21% |
$28.5K - $62.3K
|
2.37K
$619K
|
|
|
Aug 14, 2025
Q2 2025
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-104- 1.02% |
$28.5K - $62.3K
|
10.1K
$2.63M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-106- 7.27% |
$29.1K - $63.5K
|
1.35K
$354K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-106- 2.38% |
$29.1K - $63.5K
|
4.36K
$1.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-108- 6.82% |
$29.6K - $64.7K
|
1.48K
$386K
|
|
|
Jul 24, 2025
Q2 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-110- 1.68% |
$30.2K - $65.9K
|
6.44K
$1.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-110- 6.12% |
$30.2K - $65.9K
|
1.69K
$441K
|
|
|
Jul 28, 2025
Q2 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-112- 6.91% |
$30.7K - $67.1K
|
1.51K
$394K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-113- 5.49% |
$31K - $67.7K
|
1.95K
$509K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-114- 7.28% |
$31.3K - $68.3K
|
1.45K
$380K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-114- 7.51% |
$31.3K - $68.3K
|
1.4K
$367K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-114- 13.9% |
$31.3K - $68.3K
|
706
$185K
|
|
|
Aug 13, 2025
Q2 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-114- 14.92% |
$31.3K - $68.3K
|
650
$170K
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
SELL
|
- |
-115- 32.39% |
$31.6K - $68.9K
|
240
$62.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-116- 2.54% |
$31.8K - $69.5K
|
4.44K
$1.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-116- 10.22% |
$31.8K - $69.5K
|
1.02K
$267K
|
|
|
Jul 17, 2025
Q2 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-119- 2.36% |
$32.6K - $71.3K
|
4.92K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-119- 8.12% |
$32.6K - $71.3K
|
1.35K
$352K
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-122- 7.32% |
$33.5K - $73.1K
|
1.54K
$404K
|
|
|
Aug 14, 2025
Q2 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-122- 11.8% |
$33.5K - $73.1K
|
912
$239K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-124- 5.16% |
$34K - $74.3K
|
2.28K
$597K
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-124- 0.28% |
$34K - $74.3K
|
43.9K
$11.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Jlb & Associates Inc
|
SELL
|
- |
-127- 0.34% |
$34.8K - $76.1K
|
37.1K
$9.71M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-127- 14.68% |
$34.8K - $76.1K
|
738
$193K
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-128- 10.13% |
$35.1K - $76.7K
|
1.14K
$297K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-130- 4.86% |
$35.7K - $77.9K
|
2.55K
$666K
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-130- 15.19% |
$35.7K - $77.9K
|
726
$190K
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-131- 7.15% |
$35.9K - $78.5K
|
1.7K
$445K
|