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
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-377- 12.89% |
$103K - $226K
|
2.55K
$666K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-378- 15.76% |
$104K - $227K
|
2.02K
$529K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-379- 8.91% |
$104K - $227K
|
3.88K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-379- 23.4% |
$104K - $227K
|
1.24K
$325K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-379- 5.07% |
$104K - $227K
|
7.1K
$1.86M
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-379- 2.12% |
$104K - $227K
|
17.5K
$4.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-380- 26.59% |
$104K - $228K
|
1.05K
$274K
|
|
|
Aug 07, 2025
Q2 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-380- 4.46% |
$104K - $228K
|
8.14K
$2.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-382- 14.65% |
$105K - $229K
|
2.23K
$582K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-385- 3.14% |
$106K - $231K
|
11.9K
$3.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-387- 4.17% |
$106K - $232K
|
8.9K
$2.33M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-390- 56.2% |
$107K - $234K
|
304
$79.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-390- 21.76% |
$107K - $234K
|
1.4K
$367K
|
|
|
Aug 13, 2025
Q2 2025
|
Vega Investment Solutions
Paris, I0 |
SELL
|
- |
-392- 74.81% |
$108K - $235K
|
132
$34.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-394- 5.98% |
$108K - $236K
|
6.19K
$1.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-397- 53.5% |
$109K - $238K
|
345
$90.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-398- 22.67% |
$109K - $239K
|
1.36K
$355K
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-399- 4.49% |
$109K - $239K
|
8.5K
$2.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-400- 15.36% |
$110K - $240K
|
2.2K
$577K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-402- 4.85% |
$110K - $241K
|
7.89K
$2.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-403- 23.43% |
$111K - $242K
|
1.32K
$344K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-403- 10.51% |
$111K - $242K
|
3.43K
$897K
|
|
|
Aug 11, 2025
Q2 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
SELL
|
- |
-410- 12.12% |
$112K - $246K
|
2.97K
$778K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-412- 9.71% |
$113K - $247K
|
3.83K
$1M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-414- 16.2% |
$114K - $248K
|
2.14K
$560K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-416- 7.86% |
$114K - $249K
|
4.87K
$1.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-418- 13.37% |
$115K - $251K
|
2.71K
$709K
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-420- 83.17% |
$115K - $252K
|
85
$22.2K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-422- 20.65% |
$116K - $253K
|
1.62K
$424K
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-423- 12.18% |
$116K - $254K
|
3.05K
$798K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-426- 10.67% |
$117K - $255K
|
3.57K
$933K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-427- 5.98% |
$117K - $256K
|
6.71K
$1.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-428- 5.65% |
$117K - $257K
|
7.15K
$1.87M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-429Closed |
$118K - $257K
|
0
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-429- 5.92% |
$118K - $257K
|
6.82K
$1.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-429- 65.1% |
$118K - $257K
|
230
$60.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-429- 16.45% |
$118K - $257K
|
2.18K
$570K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-436- 10.68% |
$120K - $261K
|
3.65K
$953K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-438- 25.11% |
$120K - $263K
|
1.31K
$342K
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-449- 10.39% |
$123K - $269K
|
3.87K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
SELL
|
- |
-450- 7.16% |
$123K - $270K
|
5.84K
$1.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-450- 73.53% |
$123K - $270K
|
162
$42.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-452- 21.72% |
$124K - $271K
|
1.63K
$426K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-453- 19.77% |
$124K - $272K
|
1.84K
$481K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-454- 2.42% |
$125K - $272K
|
18.3K
$4.79M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-455- 12.59% |
$125K - $273K
|
3.16K
$827K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-456- 14.61% |
$125K - $273K
|
2.67K
$697K
|
|
|
Jul 30, 2025
Q2 2025
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-458- 1.85% |
$126K - $275K
|
24.3K
$6.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-468- 11.87% |
$128K - $281K
|
3.48K
$909K
|
|
|
Aug 12, 2025
Q2 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-469- 15.69% |
$129K - $281K
|
2.52K
$659K
|