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 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.04K- 3.21% |
$284K - $620K
|
31.2K
$8.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-1.04K- 8.5% |
$285K - $622K
|
11.2K
$2.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.04K- 16.29% |
$286K - $625K
|
5.36K
$1.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-1.04K- 0.87% |
$286K - $626K
|
118K
$31M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-1.07K- 8.82% |
$293K - $640K
|
11K
$2.88M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-1.09K- 38.19% |
$298K - $651K
|
1.76K
$460K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.09K- 38.78% |
$299K - $653K
|
1.72K
$450K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-1.09K- 39.68% |
$299K - $653K
|
1.66K
$433K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.09K- 7.14% |
$299K - $654K
|
14.2K
$3.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-1.09K- 42.32% |
$300K - $655K
|
1.49K
$390K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.1K- 3.23% |
$300K - $656K
|
32.8K
$8.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-1.1K- 28.44% |
$300K - $656K
|
2.76K
$721K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.11K- 21.45% |
$304K - $664K
|
4.06K
$1.06M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.12K- 17.21% |
$306K - $670K
|
5.37K
$1.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-1.12K- 23.56% |
$308K - $674K
|
3.65K
$954K
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-1.13K- 61.69% |
$309K - $676K
|
700
$183K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.13K- 99.21% |
$309K - $676K
|
9
$2.35K
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-1.13K- 38.69% |
$311K - $680K
|
1.8K
$470K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.14K- 14.66% |
$312K - $683K
|
6.63K
$1.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.15K- 21.9% |
$314K - $687K
|
4.09K
$1.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.15K- 24.46% |
$316K - $690K
|
3.56K
$930K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.16K- 38.25% |
$317K - $694K
|
1.87K
$489K
|
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-1.16K- 59.97% |
$318K - $694K
|
773
$202K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.17K- 5.47% |
$320K - $700K
|
20.2K
$5.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-1.2K- 7.13% |
$329K - $720K
|
15.6K
$4.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.21K- 1.07% |
$331K - $723K
|
111K
$29.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Osprey Private Wealth LLC
New York, NY |
SELL
|
- |
-1.21K- 17.5% |
$332K - $725K
|
5.71K
$1.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-1.21K- 40.3% |
$333K - $727K
|
1.8K
$470K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.22K- 36.92% |
$333K - $728K
|
2.08K
$543K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.22K- 10.28% |
$334K - $729K
|
10.6K
$2.77M
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.22K- 3.06% |
$335K - $733K
|
38.7K
$10.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.22K- 7.15% |
$336K - $733K
|
15.9K
$4.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-1.23K- 58.03% |
$337K - $736K
|
888
$232K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.23K- 26.18% |
$338K - $739K
|
3.47K
$909K
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-1.24K- 8.35% |
$341K - $745K
|
13.6K
$3.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-1.24K- 65.47% |
$341K - $746K
|
656
$172K
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.25K- 0.82% |
$344K - $752K
|
151K
$39.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.26K- 29.68% |
$345K - $753K
|
2.98K
$778K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.28K- 13.86% |
$350K - $766K
|
7.94K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Pfm Health Sciences, LP
San Francisco, CA |
SELL
|
- |
-1.28K- 3.57% |
$351K - $768K
|
34.6K
$9.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.28K- 6.53% |
$352K - $770K
|
18.4K
$4.81M
|
|
|
Jul 31, 2025
Q2 2025
|
Qv Investors Inc.
|
SELL
|
- |
-1.29K- 4.24% |
$354K - $773K
|
29.2K
$7.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.29K- 11.32% |
$355K - $775K
|
10.1K
$2.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.3K- 24.81% |
$355K - $776K
|
3.92K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-1.3K- 17.34% |
$355K - $776K
|
6.17K
$1.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.3K- 7.41% |
$357K - $780K
|
16.2K
$4.25M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.31K- 10.41% |
$358K - $782K
|
11.2K
$2.94M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.31K- 15.17% |
$360K - $787K
|
7.34K
$1.92M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-1.31K- 36.37% |
$360K - $787K
|
2.3K
$601K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.32K- 14.53% |
$361K - $788K
|
7.74K
$2.02M
|