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 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
|
|
|
Aug 14, 2025
Q2 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-227- 13.19% |
$62.3K - $136K
|
1.49K
$391K
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
SELL
|
- |
-228- 23.31% |
$62.6K - $137K
|
750
$196K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-228- 7.88% |
$62.6K - $137K
|
2.67K
$698K
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-230- 5.82% |
$63.1K - $138K
|
3.72K
$974K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-230- 6.74% |
$63.1K - $138K
|
3.18K
$832K
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-230- 9.61% |
$63.1K - $138K
|
2.16K
$566K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-231- 2.33% |
$63.4K - $138K
|
9.7K
$2.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-233- 1.72% |
$63.9K - $140K
|
13.3K
$3.49M
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-234- 2.64% |
$64.2K - $140K
|
8.64K
$2.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-234- 19.21% |
$64.2K - $140K
|
984
$257K
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-235- 15.82% |
$64.5K - $141K
|
1.25K
$327K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-239- 13.92% |
$65.6K - $143K
|
1.48K
$387K
|
|
|
Aug 04, 2025
Q2 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-241- 1.35% |
$66.1K - $144K
|
17.6K
$4.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-242- 3.02% |
$66.4K - $145K
|
7.76K
$2.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-243- 9.42% |
$66.7K - $146K
|
2.34K
$611K
|
|
|
Aug 13, 2025
Q2 2025
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-245- 13.46% |
$67.2K - $147K
|
1.58K
$412K
|
|
|
Aug 14, 2025
Q2 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-246- 19.77% |
$67.5K - $147K
|
998
$261K
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-248- 9.36% |
$68K - $149K
|
2.4K
$628K
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-248- 10.75% |
$68K - $149K
|
2.06K
$538K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-248- 1.15% |
$68K - $149K
|
21.4K
$5.6M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-253- 5.38% |
$69.4K - $152K
|
4.45K
$1.16M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-254- 9.22% |
$69.7K - $152K
|
2.5K
$654K
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-254- 3.42% |
$69.7K - $152K
|
7.16K
$1.87M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-255- 30.91% |
$70K - $153K
|
570
$149K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-260- 9.4% |
$71.3K - $156K
|
2.51K
$655K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-261- 21.31% |
$71.6K - $156K
|
964
$252K
|
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
SELL
|
- |
-261- 0.97% |
$71.6K - $156K
|
26.7K
$6.99M
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-262- 8.54% |
$71.9K - $157K
|
2.81K
$734K
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-262- 12.6% |
$71.9K - $157K
|
1.82K
$476K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-262- 0.54% |
$71.9K - $157K
|
48.4K
$12.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-268- 15.45% |
$73.5K - $161K
|
1.47K
$384K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-269- 11.99% |
$73.8K - $161K
|
1.97K
$516K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-269- 54.23% |
$73.8K - $161K
|
227
$59.4K
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-269- 2.38% |
$73.8K - $161K
|
11.1K
$2.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-274- 27.93% |
$75.2K - $164K
|
707
$185K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-274- 79.42% |
$75.2K - $164K
|
71
$18.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-275- 33.58% |
$75.4K - $165K
|
544
$142K
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-276- 10.34% |
$75.7K - $165K
|
2.39K
$626K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-276- 6.42% |
$75.7K - $165K
|
4.02K
$1.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-277- 3.58% |
$76K - $166K
|
7.46K
$1.95M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-279- 16.06% |
$76.5K - $167K
|
1.46K
$381K
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-283- 7.22% |
$77.6K - $170K
|
3.64K
$952K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-283- 27.72% |
$77.6K - $170K
|
738
$193K
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-285- 24.3% |
$78.2K - $171K
|
888
$232K
|