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 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
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-794- 3.09% |
$218K - $476K
|
24.9K
$6.52M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-798- 14.83% |
$219K - $478K
|
4.58K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-805- 38.95% |
$221K - $483K
|
1.26K
$330K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-812- 31.56% |
$223K - $487K
|
1.76K
$461K
|
|
|
Jul 31, 2025
Q2 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-813- 14.27% |
$223K - $487K
|
4.89K
$1.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-819- 20.07% |
$225K - $491K
|
3.26K
$853K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-819- 17.53% |
$225K - $491K
|
3.85K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Tang Capital Management LLC
San Diego, CA |
SELL
|
- |
-820- 23.16% |
$225K - $492K
|
2.72K
$712K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-822- 24.92% |
$226K - $493K
|
2.48K
$648K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-828- 9.18% |
$227K - $496K
|
8.19K
$2.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-829- 8.75% |
$227K - $497K
|
8.64K
$2.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-830- 4.63% |
$228K - $498K
|
17.1K
$4.47M
|
|
|
Jul 30, 2025
Q2 2025
|
Alapocas Investment Partners, Inc.
Beverly, MA |
SELL
|
- |
-830- 5.33% |
$228K - $498K
|
14.7K
$3.85M
|
|
|
Aug 01, 2025
Q2 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-836- 35.24% |
$229K - $501K
|
1.54K
$402K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-845- 49.91% |
$232K - $507K
|
848
$222K
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-850- 13.18% |
$233K - $510K
|
5.6K
$1.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-854- 37.11% |
$234K - $512K
|
1.45K
$378K
|
|
|
Aug 13, 2025
Q2 2025
|
Tema Etfs LLC
New York, NY |
SELL
|
- |
-855- 12.24% |
$235K - $513K
|
6.13K
$1.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-856- 20.3% |
$235K - $513K
|
3.36K
$879K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-863- 54.55% |
$237K - $517K
|
719
$188K
|
|
|
Aug 12, 2025
Q2 2025
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-876- 12.95% |
$240K - $525K
|
5.89K
$1.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-877- 53.06% |
$241K - $526K
|
776
$203K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-878- 9.25% |
$241K - $526K
|
8.61K
$2.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-882- 48.07% |
$242K - $529K
|
953
$249K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-883- 34.49% |
$242K - $529K
|
1.68K
$439K
|
|
|
Aug 11, 2025
Q2 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-886- 32.61% |
$243K - $531K
|
1.83K
$479K
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-903- 19.74% |
$248K - $541K
|
3.67K
$960K
|
|
|
Aug 05, 2025
Q2 2025
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-916- 61.35% |
$251K - $549K
|
577
$151K
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-919- 49.38% |
$252K - $551K
|
942
$246K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-924- 5.48% |
$253K - $554K
|
16K
$4.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-926- 42.46% |
$254K - $555K
|
1.26K
$328K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-934- 52.95% |
$256K - $560K
|
830
$217K
|
|
|
Aug 13, 2025
Q2 2025
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-934- 90.68% |
$256K - $560K
|
96
$25.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-938- 17.51% |
$257K - $562K
|
4.42K
$1.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-951- 9.06% |
$261K - $570K
|
9.55K
$2.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-953- 12.88% |
$261K - $571K
|
6.45K
$1.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-955Closed |
$262K - $572K
|
0
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-964- 19.42% |
$264K - $578K
|
4K
$1.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-969- 19.72% |
$266K - $581K
|
3.95K
$1.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-977- 41.36% |
$268K - $586K
|
1.39K
$362K
|
|
|
Aug 15, 2025
Q2 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-980- 5.96% |
$269K - $587K
|
15.5K
$4.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-988- 8.54% |
$271K - $592K
|
10.6K
$2.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-1K- 1.94% |
$274K - $599K
|
50.5K
$13.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1K- 8.89% |
$275K - $602K
|
10.3K
$2.69M
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.01K- 20.93% |
$276K - $604K
|
3.8K
$995K
|