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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-4.61K- 83.17% |
$1.26M - $2.76M
|
932
$244K
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.77K- 21.2% |
$1.31M - $2.86M
|
17.7K
$4.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.83K- 53.01% |
$1.33M - $2.9M
|
4.28K
$1.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-4.84K- 3.41% |
$1.33M - $2.9M
|
137K
$35.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-4.91K- 3.51% |
$1.35M - $2.94M
|
135K
$35.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.97K- 15.28% |
$1.36M - $2.98M
|
27.5K
$7.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4.97K- 22.04% |
$1.36M - $2.98M
|
17.6K
$4.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-4.99K- 34.77% |
$1.37M - $2.99M
|
9.36K
$2.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-5.09K- 1.0% |
$1.4M - $3.05M
|
504K
$132M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-5.1K- 15.73% |
$1.4M - $3.06M
|
27.3K
$7.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Coho Partners, Ltd.
|
SELL
|
- |
-5.12K- 3.24% |
$1.41M - $3.07M
|
153K
$40M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5.21K- 42.05% |
$1.43M - $3.13M
|
7.19K
$1.88M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.21K- 80.59% |
$1.43M - $3.13M
|
1.26K
$329K
|
|
|
Aug 13, 2025
Q2 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-5.22K- 91.25% |
$1.43M - $3.13M
|
500
$131K
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-5.31K- 44.95% |
$1.46M - $3.18M
|
6.5K
$1.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-5.32K- 21.54% |
$1.46M - $3.19M
|
19.4K
$5.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-5.35K- 36.09% |
$1.47M - $3.21M
|
9.48K
$2.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-5.37K- 84.24% |
$1.47M - $3.22M
|
1.01K
$263K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.42K- 1.53% |
$1.49M - $3.25M
|
348K
$90.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-5.48K- 60.74% |
$1.5M - $3.28M
|
3.54K
$926K
|
|
|
Aug 07, 2025
Q2 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-5.52K- 92.91% |
$1.51M - $3.31M
|
421
$110K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-5.57K- 26.95% |
$1.53M - $3.34M
|
15.1K
$3.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.6K- 64.38% |
$1.54M - $3.36M
|
3.1K
$810K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-5.61K- 60.33% |
$1.54M - $3.36M
|
3.69K
$964K
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-5.65K- 0.4% |
$1.55M - $3.39M
|
1.42M
$372M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-5.66K- 23.75% |
$1.55M - $3.39M
|
18.2K
$4.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.66K- 49.31% |
$1.55M - $3.39M
|
5.82K
$1.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-5.77K- 10.92% |
$1.58M - $3.46M
|
47.1K
$12.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.79K- 18.66% |
$1.59M - $3.47M
|
25.2K
$6.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-5.8K- 54.17% |
$1.59M - $3.48M
|
4.91K
$1.28M
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-5.87K- 8.45% |
$1.61M - $3.52M
|
63.6K
$16.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.94K- 30.58% |
$1.63M - $3.56M
|
13.5K
$3.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-5.98K- 8.82% |
$1.64M - $3.59M
|
61.9K
$16.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-5.99K- 16.83% |
$1.64M - $3.59M
|
29.6K
$7.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-6.09K- 84.84% |
$1.67M - $3.65M
|
1.09K
$285K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-6.19K- 38.36% |
$1.7M - $3.71M
|
9.95K
$2.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-6.2K- 40.84% |
$1.7M - $3.72M
|
8.98K
$2.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.28K- 15.2% |
$1.72M - $3.77M
|
35.1K
$9.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
SELL
|
- |
-6.31K- 4.16% |
$1.73M - $3.78M
|
145K
$38M
|
|
|
Aug 14, 2025
Q2 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-6.35K- 21.28% |
$1.74M - $3.81M
|
23.5K
$6.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-6.36K- 43.8% |
$1.74M - $3.81M
|
8.15K
$2.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-6.42K- 99.77% |
$1.76M - $3.85M
|
15
$3.92K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-6.45K- 48.13% |
$1.77M - $3.86M
|
6.95K
$1.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-6.49K- 17.28% |
$1.78M - $3.89M
|
31.1K
$8.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-6.5K- 2.96% |
$1.78M - $3.9M
|
213K
$55.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-6.53K- 8.93% |
$1.79M - $3.92M
|
66.6K
$17.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-6.57K- 7.46% |
$1.8M - $3.94M
|
81.5K
$21.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-6.59K- 75.75% |
$1.81M - $3.95M
|
2.11K
$552K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.61K- 48.83% |
$1.81M - $3.96M
|
6.92K
$1.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-6.72K- 13.13% |
$1.84M - $4.03M
|
44.4K
$11.6M
|