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 08, 2025
Q2 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-292- 28.91% |
$80.1K - $175K
|
718
$188K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-294- 19.44% |
$80.7K - $176K
|
1.22K
$319K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-297- 5.89% |
$81.5K - $178K
|
4.75K
$1.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-299- 16.82% |
$82K - $179K
|
1.48K
$387K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-300- 26.09% |
$82.3K - $180K
|
850
$222K
|
|
|
Jul 25, 2025
Q2 2025
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-300- 3.26% |
$82.3K - $180K
|
8.9K
$2.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-300- 3.2% |
$82.3K - $180K
|
9.08K
$2.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-304- 12.93% |
$83.4K - $182K
|
2.05K
$536K
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-304- 29.8% |
$83.4K - $182K
|
716
$187K
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
SELL
|
- |
-305- 31.77% |
$83.7K - $183K
|
655
$171K
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-311- 24.64% |
$85.3K - $186K
|
951
$249K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-312- 3.07% |
$85.6K - $187K
|
9.85K
$2.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-312- 11.3% |
$85.6K - $187K
|
2.45K
$640K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-313- 5.74% |
$85.9K - $188K
|
5.14K
$1.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-317- 7.0% |
$87K - $190K
|
4.21K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-320- 15.71% |
$87.8K - $192K
|
1.72K
$449K
|
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-330- 23.01% |
$90.5K - $198K
|
1.1K
$289K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-330- 1.13% |
$90.5K - $198K
|
28.9K
$7.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-331- 25.13% |
$90.8K - $198K
|
986
$258K
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-331- 33.27% |
$90.8K - $198K
|
664
$174K
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-331- 5.23% |
$90.8K - $198K
|
6K
$1.57M
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-333- 5.87% |
$91.4K - $200K
|
5.34K
$1.4M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-335- 8.17% |
$91.9K - $201K
|
3.77K
$985K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-339- 12.68% |
$93K - $203K
|
2.33K
$611K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-341- 11.86% |
$93.6K - $204K
|
2.53K
$663K
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-343- 7.77% |
$94.1K - $206K
|
4.07K
$1.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-345- 3.2% |
$94.7K - $207K
|
10.4K
$2.73M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-349- 3.89% |
$95.7K - $209K
|
8.62K
$2.25M
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-349- 1.38% |
$95.7K - $209K
|
24.9K
$6.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-350- 6.06% |
$96K - $210K
|
5.43K
$1.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-350- 29.71% |
$96K - $210K
|
828
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-359- 10.52% |
$98.5K - $215K
|
3.06K
$799K
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-360- 34.82% |
$98.8K - $216K
|
674
$176K
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-360- 19.12% |
$98.8K - $216K
|
1.52K
$398K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-361- 85.34% |
$99K - $216K
|
62
$16.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-363- 2.32% |
$99.6K - $218K
|
15.3K
$4M
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-364- 5.98% |
$99.9K - $218K
|
5.73K
$1.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
SELL
|
- |
-364- 11.56% |
$99.9K - $218K
|
2.78K
$728K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-364- 0.94% |
$99.9K - $218K
|
38.3K
$10M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-365- 13.8% |
$100K - $219K
|
2.28K
$596K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-365- 0.92% |
$100K - $219K
|
39.3K
$10.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-366- 14.99% |
$100K - $219K
|
2.08K
$543K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-367- 12.25% |
$101K - $220K
|
2.63K
$687K
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-368- 6.57% |
$101K - $221K
|
5.23K
$1.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-370- 4.35% |
$102K - $222K
|
8.13K
$2.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Arjuna Capital
|
SELL
|
- |
-372- 4.49% |
$102K - $223K
|
7.9K
$2.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-374- 14.96% |
$103K - $224K
|
2.13K
$556K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-374- 14.0% |
$103K - $224K
|
2.3K
$601K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-375- 39.77% |
$103K - $225K
|
568
$149K
|
|
|
Jul 23, 2025
Q2 2025
|
Broderick Brian C
|
SELL
|
- |
-376- 1.65% |
$103K - $225K
|
22.4K
$5.85M
|