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 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-2.45K- 3.55% |
$672K - $1.47M
|
66.4K
$17.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ov Management LLC
Minneapolis, MN |
SELL
|
- |
-2.45K- 51.4% |
$672K - $1.47M
|
2.32K
$606K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.46K- 70.23% |
$675K - $1.48M
|
1.04K
$273K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.5K- 24.51% |
$685K - $1.5M
|
7.68K
$2.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.54K- 8.72% |
$697K - $1.52M
|
26.6K
$6.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Banque Transatlantique Sa
Paris, I0 |
SELL
|
- |
-2.55K- 87.61% |
$698K - $1.53M
|
360
$94.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-2.56K- 49.43% |
$702K - $1.53M
|
2.62K
$685K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.56K- 3.88% |
$703K - $1.54M
|
63.5K
$16.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.57K- 6.16% |
$706K - $1.54M
|
39.2K
$10.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-2.59K- 8.16% |
$710K - $1.55M
|
29.1K
$7.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-2.59K- 33.61% |
$711K - $1.55M
|
5.12K
$1.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-2.65K- 15.28% |
$726K - $1.59M
|
14.7K
$3.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-2.65K- 60.22% |
$726K - $1.59M
|
1.75K
$457K
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-2.66K- 44.47% |
$729K - $1.59M
|
3.32K
$868K
|
|
|
Aug 05, 2025
Q2 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
SELL
|
- |
-2.66K- 6.63% |
$730K - $1.59M
|
37.4K
$9.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-2.67K- 7.16% |
$732K - $1.6M
|
34.6K
$9.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.67K- 10.11% |
$732K - $1.6M
|
23.7K
$6.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.67K- 45.88% |
$733K - $1.6M
|
3.15K
$824K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.7K- 8.63% |
$741K - $1.62M
|
28.6K
$7.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-2.7K- 1.81% |
$741K - $1.62M
|
147K
$38.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.71K- 14.42% |
$743K - $1.62M
|
16.1K
$4.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-2.71K- 38.8% |
$744K - $1.63M
|
4.28K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-2.73K- 50.98% |
$748K - $1.64M
|
2.62K
$686K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-2.78K- 44.67% |
$761K - $1.66M
|
3.44K
$899K
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-2.79K- 4.84% |
$766K - $1.67M
|
54.8K
$14.3M
|
|
|
Aug 12, 2025
Q2 2025
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-2.83K- 40.73% |
$777K - $1.7M
|
4.12K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-2.84K- 20.85% |
$778K - $1.7M
|
10.8K
$2.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Robeco Schweiz Ag
|
SELL
|
- |
-2.85K- 12.39% |
$781K - $1.71M
|
20.1K
$5.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.85K- 80.91% |
$781K - $1.71M
|
672
$176K
|
|
|
Jul 31, 2025
Q2 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-2.86K- 60.64% |
$785K - $1.72M
|
1.86K
$486K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.87K- 19.05% |
$787K - $1.72M
|
12.2K
$3.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-2.87K- 80.19% |
$787K - $1.72M
|
709
$185K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.88K- 13.18% |
$789K - $1.72M
|
18.9K
$4.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.89K- 23.29% |
$792K - $1.73M
|
9.5K
$2.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.89K- 13.75% |
$792K - $1.73M
|
18.1K
$4.74M
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-2.9K- 11.36% |
$795K - $1.74M
|
22.6K
$5.91M
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-2.9K- 1.12% |
$796K - $1.74M
|
257K
$67.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.96K- 34.44% |
$812K - $1.77M
|
5.63K
$1.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
SELL
|
- |
-2.96K- 36.65% |
$813K - $1.78M
|
5.12K
$1.34M
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2.97K- 90.97% |
$816K - $1.78M
|
295
$77.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-2.99K- 41.57% |
$821K - $1.79M
|
4.21K
$1.1M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.01K- 2.27% |
$826K - $1.8M
|
129K
$33.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-3.03K- 17.84% |
$830K - $1.81M
|
13.9K
$3.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.11K- 6.76% |
$854K - $1.86M
|
42.9K
$11.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.12K- 6.79% |
$856K - $1.87M
|
42.8K
$11.2M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.13K- 70.27% |
$859K - $1.88M
|
1.33K
$347K
|
|
|
Aug 04, 2025
Q2 2025
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-3.15K- 15.91% |
$864K - $1.89M
|
16.7K
$4.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.24K- 14.93% |
$888K - $1.94M
|
18.4K
$4.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-3.25K- 18.83% |
$891K - $1.95M
|
14K
$3.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.25K- 65.82% |
$891K - $1.95M
|
1.69K
$441K
|