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 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-627- 21.32% |
$172K - $376K
|
2.31K
$605K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-638- 82.75% |
$175K - $382K
|
133
$34.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-638- 11.24% |
$175K - $382K
|
5.04K
$1.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-640- 4.53% |
$176K - $384K
|
13.5K
$3.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-642- 11.46% |
$176K - $385K
|
4.96K
$1.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-644- 7.75% |
$177K - $386K
|
7.67K
$2.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-646- 7.23% |
$177K - $387K
|
8.29K
$2.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-650- 25.76% |
$178K - $390K
|
1.87K
$490K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-653- 2.41% |
$179K - $391K
|
26.4K
$6.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-660- 65.87% |
$181K - $396K
|
342
$89.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-662- 15.7% |
$182K - $397K
|
3.55K
$930K
|
|
|
Jul 23, 2025
Q2 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-662- 1.23% |
$182K - $397K
|
53.3K
$13.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-663- 5.3% |
$182K - $397K
|
11.9K
$3.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-664- 16.74% |
$182K - $398K
|
3.3K
$864K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-666- 7.03% |
$183K - $399K
|
8.81K
$2.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-682- 14.0% |
$187K - $409K
|
4.19K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-682- 6.68% |
$187K - $409K
|
9.53K
$2.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-683- 3.49% |
$187K - $409K
|
18.9K
$4.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-694- 5.03% |
$190K - $416K
|
13.1K
$3.43M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-696- 21.12% |
$191K - $417K
|
2.6K
$680K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-697- 0.41% |
$191K - $418K
|
171K
$44.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-700- 0.89% |
$192K - $420K
|
78.4K
$20.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-706- 95.15% |
$194K - $423K
|
36
$9.42K
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-712- 12.25% |
$195K - $427K
|
5.1K
$1.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-713- 40.63% |
$196K - $427K
|
1.04K
$273K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-713- 29.11% |
$196K - $427K
|
1.74K
$454K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-716- 8.18% |
$196K - $429K
|
8.03K
$2.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-717- 5.9% |
$197K - $430K
|
11.4K
$2.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
SELL
|
- |
-725- 43.78% |
$199K - $435K
|
931
$244K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-725- 85.19% |
$199K - $435K
|
126
$33K
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-727- 12.95% |
$199K - $436K
|
4.89K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-729- 4.08% |
$200K - $437K
|
17.1K
$4.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-735- 42.07% |
$202K - $441K
|
1.01K
$265K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-735- 22.77% |
$202K - $441K
|
2.49K
$652K
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-736- 17.42% |
$202K - $441K
|
3.49K
$912K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-737- 11.27% |
$202K - $442K
|
5.8K
$1.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-745- 14.58% |
$204K - $447K
|
4.37K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-746- 1.88% |
$205K - $447K
|
39K
$10.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-750- 45.54% |
$206K - $450K
|
897
$235K
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-751- 85.73% |
$206K - $450K
|
125
$32.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-752- 33.89% |
$206K - $451K
|
1.47K
$384K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-756- 39.73% |
$207K - $453K
|
1.15K
$300K
|
|
|
Jul 30, 2025
Q2 2025
|
Jacobsen Capital Management
|
SELL
|
- |
-758- 52.64% |
$208K - $454K
|
682
$178K
|
|
|
Jul 28, 2025
Q2 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-760- 1.38% |
$209K - $456K
|
54.4K
$14.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-762- 22.37% |
$209K - $457K
|
2.65K
$692K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-764- 24.15% |
$210K - $458K
|
2.4K
$628K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-769- 31.23% |
$211K - $461K
|
1.69K
$443K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-780- 42.65% |
$214K - $468K
|
1.05K
$274K
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-784- 28.45% |
$215K - $470K
|
1.97K
$516K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-786- 39.92% |
$216K - $471K
|
1.18K
$309K
|