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
|
Mcrae Capital Management Inc
|
SELL
|
- |
-6.73K- 22.33% |
$1.85M - $4.04M
|
23.4K
$6.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
SELL
|
- |
-6.75K- 83.06% |
$1.85M - $4.05M
|
1.38K
$360K
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-6.84K- 51.54% |
$1.88M - $4.1M
|
6.43K
$1.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-6.92K- 4.94% |
$1.9M - $4.15M
|
133K
$34.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-6.96K- 36.76% |
$1.91M - $4.17M
|
12K
$3.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-7.02K- 25.57% |
$1.93M - $4.21M
|
20.4K
$5.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
SELL
|
- |
-7.03K- 2.56% |
$1.93M - $4.21M
|
267K
$69.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-7.05K- 35.06% |
$1.93M - $4.23M
|
13.1K
$3.42M
|
|
|
Aug 06, 2025
Q2 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-7.11K- 38.46% |
$1.95M - $4.26M
|
11.4K
$2.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-7.16K- 45.46% |
$1.96M - $4.29M
|
8.59K
$2.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.16K- 38.48% |
$1.96M - $4.29M
|
11.4K
$2.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.2K- 33.67% |
$1.97M - $4.31M
|
14.2K
$3.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-7.21K- 21.66% |
$1.98M - $4.32M
|
26.1K
$6.82M
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-7.24K- 70.31% |
$1.99M - $4.34M
|
3.06K
$800K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-7.29K- 34.97% |
$2M - $4.37M
|
13.6K
$3.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-7.35K- 64.46% |
$2.02M - $4.41M
|
4.05K
$1.06M
|
|
|
Aug 07, 2025
Q2 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-7.41K- 0.4% |
$2.03M - $4.44M
|
1.82M
$477M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-7.5K- 78.21% |
$2.06M - $4.5M
|
2.09K
$547K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-7.7K- 13.11% |
$2.11M - $4.61M
|
51K
$13.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-7.77K- 17.33% |
$2.13M - $4.66M
|
37.1K
$9.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-7.92K- 60.01% |
$2.17M - $4.75M
|
5.28K
$1.38M
|
|
|
Aug 05, 2025
Q2 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-7.95K- 80.52% |
$2.18M - $4.77M
|
1.92K
$503K
|
|
|
Aug 12, 2025
Q2 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
SELL
|
- |
-8.04K- 6.33% |
$2.21M - $4.82M
|
119K
$31.1M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.09K- 6.57% |
$2.22M - $4.85M
|
115K
$30.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Miramar Capital, LLC
|
SELL
|
- |
-8.15K- 35.55% |
$2.24M - $4.88M
|
14.8K
$3.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-8.25K- 93.68% |
$2.26M - $4.94M
|
556
$145K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-8.36K- 28.54% |
$2.29M - $5.01M
|
20.9K
$5.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-8.42K- 53.12% |
$2.31M - $5.05M
|
7.43K
$1.94M
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-8.46K- 9.87% |
$2.32M - $5.07M
|
77.3K
$20.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-8.46K- 29.89% |
$2.32M - $5.07M
|
19.8K
$5.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-8.55K- 9.52% |
$2.35M - $5.13M
|
81.3K
$21.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-8.57K- 64.23% |
$2.35M - $5.14M
|
4.77K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-8.63K- 34.19% |
$2.37M - $5.18M
|
16.6K
$4.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-8.74K- 91.63% |
$2.4M - $5.24M
|
798
$209K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-8.88K- 2.33% |
$2.44M - $5.32M
|
372K
$97.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Pacific Capital Partners LTD
London, |
SELL
|
- |
-9K- 65.45% |
$2.47M - $5.4M
|
4.75K
$1.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-9.18K- 33.87% |
$2.52M - $5.5M
|
17.9K
$4.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.27K- 7.88% |
$2.54M - $5.56M
|
108K
$28.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-9.3K- 27.16% |
$2.55M - $5.58M
|
25K
$6.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-9.34K- 38.5% |
$2.56M - $5.6M
|
14.9K
$3.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-9.38K- 69.83% |
$2.57M - $5.62M
|
4.05K
$1.06M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-9.43K- 63.51% |
$2.59M - $5.65M
|
5.42K
$1.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-9.5K- 32.01% |
$2.61M - $5.7M
|
20.2K
$5.28M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-9.53K- 42.02% |
$2.62M - $5.71M
|
13.2K
$3.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-9.57K- 24.7% |
$2.63M - $5.74M
|
29.2K
$7.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-9.59K- 6.3% |
$2.63M - $5.75M
|
143K
$37.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-9.63K- 46.0% |
$2.64M - $5.77M
|
11.3K
$2.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-9.66K- 82.67% |
$2.65M - $5.79M
|
2.03K
$530K
|
|
|
Aug 13, 2025
Q2 2025
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-9.67K- 1.09% |
$2.65M - $5.8M
|
877K
$229M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-9.72K- 97.1% |
$2.67M - $5.83M
|
290
$75.9K
|