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 06, 2025
Q2 2025
|
Souders Financial Advisors
|
SELL
|
- |
-3.25K- 48.4% |
$891K - $1.95M
|
3.46K
$906K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.26K- 25.84% |
$893K - $1.95M
|
9.34K
$2.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-3.27K- 53.05% |
$897K - $1.96M
|
2.9K
$757K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.27K- 6.97% |
$898K - $1.96M
|
43.7K
$11.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-3.32K- 75.33% |
$911K - $1.99M
|
1.09K
$284K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-3.32K- 54.48% |
$911K - $1.99M
|
2.78K
$726K
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.34K- 16.31% |
$915K - $2M
|
17.1K
$4.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-3.34K- 36.28% |
$915K - $2M
|
5.86K
$1.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-3.36K- 67.72% |
$921K - $2.01M
|
1.6K
$419K
|
|
|
Jul 24, 2025
Q2 2025
|
Davis Rea Ltd.
|
SELL
|
- |
-3.36K- 14.27% |
$922K - $2.01M
|
20.2K
$5.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-3.38K- 57.68% |
$926K - $2.02M
|
2.48K
$648K
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-3.44K- 83.16% |
$945K - $2.06M
|
697
$182K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.45K- 17.82% |
$945K - $2.07M
|
15.9K
$4.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-3.45K- 57.32% |
$947K - $2.07M
|
2.57K
$672K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-3.5K- 10.47% |
$961K - $2.1M
|
29.9K
$7.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-3.51K- 73.07% |
$964K - $2.11M
|
1.3K
$339K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-3.6K- 88.94% |
$987K - $2.16M
|
447
$117K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-3.65K- 18.82% |
$1M - $2.19M
|
15.7K
$4.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.72K- 36.97% |
$1.02M - $2.23M
|
6.34K
$1.66M
|
|
|
Aug 06, 2025
Q2 2025
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-3.73K- 9.4% |
$1.02M - $2.23M
|
35.9K
$9.39M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-3.73K- 15.3% |
$1.02M - $2.24M
|
20.7K
$5.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Core Alternative Capital
|
SELL
|
- |
-3.79K- 19.99% |
$1.04M - $2.27M
|
15.2K
$3.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-3.84K- 77.16% |
$1.05M - $2.3M
|
1.14K
$297K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3.87K- 24.43% |
$1.06M - $2.32M
|
12K
$3.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-3.9K- 20.26% |
$1.07M - $2.34M
|
15.4K
$4.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-3.9K- 14.16% |
$1.07M - $2.34M
|
23.7K
$6.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-3.92K- 11.67% |
$1.07M - $2.35M
|
29.6K
$7.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.94K- 9.18% |
$1.08M - $2.36M
|
38.9K
$10.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-3.94K- 61.62% |
$1.08M - $2.36M
|
2.46K
$643K
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-3.99K- 27.73% |
$1.09M - $2.39M
|
10.4K
$2.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Berbice Capital Management LLC
Melville, NY |
SELL
|
- |
-4K- 71.05% |
$1.1M - $2.4M
|
1.63K
$426K
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Financial Inc.
Detroit, MI |
SELL
|
- |
-4K- 17.39% |
$1.1M - $2.4M
|
19K
$4.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-4.01K- 21.21% |
$1.1M - $2.4M
|
14.9K
$3.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-4.02K- 99.75% |
$1.1M - $2.41M
|
10
$2.62K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-4.16K- 98.98% |
$1.14M - $2.49M
|
43
$11.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.16K- 31.18% |
$1.14M - $2.49M
|
9.19K
$2.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-4.17K- 94.37% |
$1.14M - $2.5M
|
249
$65.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-4.18K- 7.64% |
$1.15M - $2.5M
|
50.5K
$13.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-4.19K- 4.79% |
$1.15M - $2.51M
|
83.4K
$21.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Empire Life Investments Inc.
|
SELL
|
- |
-4.22K- 34.27% |
$1.16M - $2.53M
|
8.1K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.23K- 59.23% |
$1.16M - $2.54M
|
2.92K
$762K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.25K- 41.58% |
$1.17M - $2.55M
|
5.97K
$1.56M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.28K- 19.77% |
$1.17M - $2.56M
|
17.4K
$4.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Asset Management LTD
London, |
SELL
|
- |
-4.34K- 96.53% |
$1.19M - $2.6M
|
156
$40.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-4.4K- 23.88% |
$1.21M - $2.64M
|
14K
$3.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-4.41K- 72.93% |
$1.21M - $2.64M
|
1.64K
$428K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-4.44K- 76.46% |
$1.22M - $2.66M
|
1.37K
$358K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-4.49K- 39.98% |
$1.23M - $2.69M
|
6.74K
$1.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-4.54K- 9.14% |
$1.24M - $2.72M
|
45.1K
$11.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-4.58K- 71.35% |
$1.26M - $2.75M
|
1.84K
$481K
|