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 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.77K- 61.16% |
$485K - $1.06M
|
1.12K
$294K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.77K- 22.78% |
$485K - $1.06M
|
6K
$1.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.77K- 1.74% |
$486K - $1.06M
|
100K
$26.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-1.78K- 8.69% |
$488K - $1.07M
|
18.7K
$4.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.79K- 21.04% |
$492K - $1.07M
|
6.73K
$1.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.8K- 64.05% |
$493K - $1.08M
|
1.01K
$264K
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.8K- 1.36% |
$494K - $1.08M
|
130K
$34.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
SELL
|
- |
-1.81K- 34.39% |
$496K - $1.08M
|
3.45K
$902K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.83K- 14.28% |
$501K - $1.09M
|
11K
$2.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.83K- 30.05% |
$502K - $1.1M
|
4.26K
$1.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.87K- 81.65% |
$512K - $1.12M
|
419
$110K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.87K- 43.53% |
$514K - $1.12M
|
2.43K
$636K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.88K- 18.35% |
$515K - $1.12M
|
8.35K
$2.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.89K- 8.42% |
$518K - $1.13M
|
20.5K
$5.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.92K- 20.47% |
$525K - $1.15M
|
7.44K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.92K- 52.54% |
$528K - $1.15M
|
1.74K
$455K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.94K- 8.5% |
$533K - $1.16M
|
20.9K
$5.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.95K- 48.39% |
$536K - $1.17M
|
2.08K
$545K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-1.97K- 20.19% |
$541K - $1.18M
|
7.8K
$2.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-1.99K- 43.02% |
$545K - $1.19M
|
2.63K
$689K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-2K- 31.59% |
$547K - $1.2M
|
4.32K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-2K- 57.42% |
$548K - $1.2M
|
1.48K
$387K
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2K- 3.55% |
$548K - $1.2M
|
54.3K
$14.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Bristol John W & CO Inc
|
SELL
|
- |
-2.03K- 0.63% |
$557K - $1.22M
|
321K
$84M
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.08K- 71.32% |
$570K - $1.24M
|
835
$218K
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.09K- 7.67% |
$572K - $1.25M
|
25.1K
$6.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.1K- 21.01% |
$575K - $1.26M
|
7.88K
$2.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-2.1K- 32.83% |
$576K - $1.26M
|
4.29K
$1.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-2.11K- 57.85% |
$578K - $1.26M
|
1.54K
$402K
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-2.11K- 94.92% |
$579K - $1.27M
|
113
$29.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2.12K- 28.36% |
$581K - $1.27M
|
5.35K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-2.12K- 17.01% |
$582K - $1.27M
|
10.4K
$2.71M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.14K- 12.28% |
$586K - $1.28M
|
15.2K
$3.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-2.16K- 11.2% |
$591K - $1.29M
|
17.1K
$4.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Belmont Capital, LLC
|
SELL
|
- |
-2.19K- 27.64% |
$600K - $1.31M
|
5.73K
$1.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.2K- 28.43% |
$602K - $1.32M
|
5.53K
$1.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.21K- 18.85% |
$606K - $1.32M
|
9.52K
$2.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-2.21K- 8.21% |
$607K - $1.33M
|
24.7K
$6.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-2.23K- 24.92% |
$610K - $1.33M
|
6.7K
$1.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.26K- 57.82% |
$619K - $1.35M
|
1.65K
$431K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.27K- 17.5% |
$621K - $1.36M
|
10.7K
$2.79M
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.27K- 10.55% |
$624K - $1.36M
|
19.3K
$5.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.3K- 2.76% |
$630K - $1.38M
|
80.8K
$21.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.3K- 64.42% |
$630K - $1.38M
|
1.27K
$332K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-2.31K- 81.31% |
$632K - $1.38M
|
530
$139K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2.32K- 51.07% |
$635K - $1.39M
|
2.22K
$580K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-2.33K- 67.13% |
$638K - $1.39M
|
1.14K
$298K
|
|
|
Aug 13, 2025
Q2 2025
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
SELL
|
- |
-2.34K- 90.09% |
$641K - $1.4M
|
257
$67.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.4K- 6.43% |
$659K - $1.44M
|
35K
$9.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2.4K- 42.34% |
$659K - $1.44M
|
3.27K
$856K
|