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 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.33K- 8.87% |
$365K - $798K
|
13.7K
$3.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.34K- 12.9% |
$368K - $804K
|
9.05K
$2.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.34K- 17.77% |
$368K - $804K
|
6.2K
$1.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
SELL
|
- |
-1.34K- 7.25% |
$368K - $804K
|
17.2K
$4.49M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.35K- 2.76% |
$369K - $806K
|
47.4K
$12.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-1.35K- 96.22% |
$370K - $809K
|
53
$13.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.39K- 8.45% |
$380K - $831K
|
15K
$3.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-1.4K- 35.4% |
$384K - $839K
|
2.56K
$668K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-1.4K- 1.85% |
$385K - $840K
|
74.5K
$19.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.4K- 13.5% |
$385K - $841K
|
8.99K
$2.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
SELL
|
- |
-1.42K- 17.37% |
$389K - $849K
|
6.74K
$1.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.42K- 63.89% |
$390K - $852K
|
803
$210K
|
|
|
Aug 05, 2025
Q2 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.42K- 8.25% |
$391K - $854K
|
15.8K
$4.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.43K- 42.53% |
$392K - $857K
|
1.93K
$505K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.43K- 5.26% |
$393K - $859K
|
25.8K
$6.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.44K- 7.67% |
$395K - $862K
|
17.3K
$4.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.44K- 57.06% |
$395K - $863K
|
1.08K
$283K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-1.44K- 2.56% |
$395K - $863K
|
54.7K
$14.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.44K- 81.83% |
$395K - $864K
|
320
$83.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.44K- 32.2% |
$396K - $866K
|
3.04K
$795K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.46K- 4.83% |
$401K - $875K
|
28.8K
$7.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
SELL
|
- |
-1.48K- 5.98% |
$406K - $887K
|
23.3K
$6.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-1.48K- 33.58% |
$407K - $888K
|
2.93K
$767K
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-1.48K- 36.84% |
$407K - $889K
|
2.54K
$665K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.49K- 24.47% |
$408K - $891K
|
4.59K
$1.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-1.5K- 40.53% |
$412K - $900K
|
2.2K
$576K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.5K- 16.42% |
$412K - $901K
|
7.65K
$2M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.51K- 40.08% |
$414K - $905K
|
2.26K
$590K
|
|
|
Aug 01, 2025
Q2 2025
|
Tom Gayner
Markel Corp
|
SELL
|
- |
-1.51K- 5.4% |
$415K - $908K
|
26.5K
$6.93M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.52K- 36.97% |
$418K - $913K
|
2.6K
$679K
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.53K- 0.49% |
$418K - $914K
|
309K
$80.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-1.53K- 97.89% |
$420K - $918K
|
33
$8.63K
|
|
|
Aug 08, 2025
Q2 2025
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-1.54K- 1.03% |
$421K - $921K
|
148K
$38.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.56K- 19.94% |
$429K - $936K
|
6.27K
$1.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-1.57K- 31.12% |
$430K - $939K
|
3.47K
$907K
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.58K- 6.28% |
$434K - $948K
|
23.6K
$6.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-1.59K- 0.78% |
$436K - $953K
|
202K
$52.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.6K- 3.23% |
$439K - $959K
|
47.9K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.62K- 56.18% |
$444K - $969K
|
1.26K
$330K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.62K- 31.99% |
$444K - $970K
|
3.44K
$900K
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.63K- 41.87% |
$447K - $978K
|
2.26K
$592K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.63K- 3.41% |
$448K - $979K
|
46.3K
$12.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.66K- 34.79% |
$456K - $996K
|
3.11K
$815K
|
|
|
Aug 04, 2025
Q2 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-1.7K- 49.87% |
$466K - $1.02M
|
1.71K
$446K
|
|
|
Aug 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-1.7K- 69.66% |
$467K - $1.02M
|
741
$194K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.71K- 7.53% |
$470K - $1.03M
|
21K
$5.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-1.72K- 70.21% |
$471K - $1.03M
|
729
$191K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.72K- 5.11% |
$472K - $1.03M
|
31.9K
$8.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-1.75K- 63.74% |
$480K - $1.05M
|
996
$261K
|
|
|
Jul 15, 2025
Q2 2025
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-1.76K- 10.09% |
$483K - $1.06M
|
15.7K
$4.1M
|