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 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-181- 20.29% |
$49.7K - $109K
|
711
$186K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
SELL
|
- |
-181- 1.12% |
$49.7K - $109K
|
15.9K
$4.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-181- 11.21% |
$49.7K - $109K
|
1.43K
$375K
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-182- 19.22% |
$49.9K - $109K
|
765
$200K
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-182- 15.91% |
$49.9K - $109K
|
962
$252K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-184- 57.86% |
$50.5K - $110K
|
134
$35.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
SELL
|
- |
-184- 0.27% |
$50.5K - $110K
|
69K
$18M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-184- 7.63% |
$50.5K - $110K
|
2.23K
$583K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-184- 4.73% |
$50.5K - $110K
|
3.71K
$970K
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-187- 3.88% |
$51.3K - $112K
|
4.64K
$1.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-188- 1.04% |
$51.6K - $113K
|
17.8K
$4.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-188- 13.74% |
$51.6K - $113K
|
1.18K
$309K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-188- 16.29% |
$51.6K - $113K
|
966
$253K
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-188- 17.26% |
$51.6K - $113K
|
901
$236K
|
|
|
Jul 29, 2025
Q2 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-188- 1.13% |
$51.6K - $113K
|
16.4K
$4.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-190- 32.76% |
$52.1K - $114K
|
390
$102K
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-190- 3.45% |
$52.1K - $114K
|
5.33K
$1.39M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-192- 8.88% |
$52.7K - $115K
|
1.97K
$516K
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-194- 0.97% |
$53.2K - $116K
|
19.8K
$5.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Benin Management Corp
|
SELL
|
- |
-197- 15.82% |
$54K - $118K
|
1.05K
$274K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-198- 2.36% |
$54.3K - $119K
|
8.21K
$2.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-198- 83.9% |
$54.3K - $119K
|
38
$9.94K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-199- 19.92% |
$54.6K - $119K
|
800
$209K
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-200- 0.16% |
$54.9K - $120K
|
127K
$33.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-200- 5.61% |
$54.9K - $120K
|
3.36K
$879K
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-200- 15.65% |
$54.9K - $120K
|
1.08K
$282K
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
SELL
|
- |
-201- 14.34% |
$55.1K - $120K
|
1.2K
$314K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-204- 1.23% |
$56K - $122K
|
16.4K
$4.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-205- 6.02% |
$56.2K - $123K
|
3.2K
$837K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-207- 2.96% |
$56.8K - $124K
|
6.78K
$1.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-207- 2.56% |
$56.8K - $124K
|
7.88K
$2.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-207- 7.95% |
$56.8K - $124K
|
2.4K
$627K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-209- 14.64% |
$57.3K - $125K
|
1.22K
$319K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-209- 3.21% |
$57.3K - $125K
|
6.31K
$1.65M
|
|
|
Jul 24, 2025
Q2 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-210- 14.58% |
$57.6K - $126K
|
1.23K
$322K
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-210- 19.63% |
$57.6K - $126K
|
860
$225K
|
|
|
Aug 12, 2025
Q2 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-214- 8.85% |
$58.7K - $128K
|
2.2K
$577K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-215- 18.55% |
$59K - $129K
|
944
$247K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-215- 0.35% |
$59K - $129K
|
60.4K
$15.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Brentview Investment Management LLC
Northfield, IL |
SELL
|
- |
-217- 1.89% |
$59.5K - $130K
|
11.3K
$2.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-218- 6.92% |
$59.8K - $131K
|
2.93K
$767K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-219- 4.35% |
$60.1K - $131K
|
4.82K
$1.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-220- 0.55% |
$60.4K - $132K
|
39.8K
$10.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-220- 51.16% |
$60.4K - $132K
|
210
$54.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Trust Investment Advisors
|
SELL
|
- |
-221- 6.42% |
$60.6K - $132K
|
3.22K
$842K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-224- 23.12% |
$61.5K - $134K
|
745
$195K
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-224- 3.0% |
$61.5K - $134K
|
7.23K
$1.89M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-225- 96.15% |
$61.7K - $135K
|
9
$2.35K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-226- 21.52% |
$62K - $135K
|
824
$216K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-227- 25.56% |
$62.3K - $136K
|
661
$173K
|