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 13, 2025
Q2 2025
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-9.74K- 80.64% |
$2.67M - $5.84M
|
2.34K
$611K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-10.1K- 90.53% |
$2.77M - $6.06M
|
1.06K
$276K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-10.2K- 27.44% |
$2.81M - $6.13M
|
27.1K
$7.08M
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-10.4K- 1.34% |
$2.84M - $6.21M
|
764K
$200M
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
SELL
|
- |
-10.4K- 42.38% |
$2.85M - $6.22M
|
14.1K
$3.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-10.5K- 71.8% |
$2.87M - $6.27M
|
4.11K
$1.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-10.5K- 12.46% |
$2.88M - $6.29M
|
73.7K
$19.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Park West Asset Management LLC
Larkspur, CA |
SELL
|
- |
-10.5K- 14.95% |
$2.89M - $6.32M
|
59.9K
$15.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-10.5K- 34.61% |
$2.89M - $6.32M
|
19.9K
$5.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-10.6K- 4.37% |
$2.9M - $6.33M
|
231K
$60.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-10.6K- 39.89% |
$2.9M - $6.35M
|
16K
$4.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-10.8K- 16.03% |
$2.96M - $6.47M
|
56.5K
$14.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-11K- 5.45% |
$3M - $6.56M
|
190K
$49.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-11K- 17.55% |
$3.01M - $6.58M
|
51.6K
$13.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
SELL
|
- |
-11.1K- 64.04% |
$3.04M - $6.63M
|
6.21K
$1.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-11.2K- 86.45% |
$3.07M - $6.71M
|
1.76K
$459K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-11.5K- 6.15% |
$3.15M - $6.88M
|
175K
$45.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-11.9K- 19.93% |
$3.27M - $7.14M
|
47.9K
$12.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-12K- 32.24% |
$3.3M - $7.22M
|
25.3K
$6.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Health Invest Partners Ab
|
SELL
|
- |
-12.1K- 46.76% |
$3.31M - $7.23M
|
13.7K
$3.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-12.2K- 43.57% |
$3.34M - $7.3M
|
15.8K
$4.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Parnassus Investments, LLC
|
SELL
|
- |
-12.2K- 5.52% |
$3.34M - $7.3M
|
209K
$54.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-12.2K- 83.89% |
$3.35M - $7.31M
|
2.34K
$612K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-12.3K- 45.34% |
$3.37M - $7.36M
|
14.8K
$3.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-12.3K- 13.46% |
$3.38M - $7.38M
|
79.1K
$20.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-12.4K- 57.87% |
$3.41M - $7.44M
|
9.04K
$2.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-12.6K- 67.18% |
$3.44M - $7.52M
|
6.13K
$1.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-12.9K- 9.19% |
$3.53M - $7.71M
|
127K
$33.2M
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-12.9K- 2.48% |
$3.55M - $7.76M
|
509K
$133M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-13K- 85.45% |
$3.57M - $7.8M
|
2.22K
$580K
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-13.2K- 77.57% |
$3.61M - $7.89M
|
3.8K
$995K
|
|
|
Jul 11, 2025
Q2 2025
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-13.3K- 39.06% |
$3.64M - $7.95M
|
20.7K
$5.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-13.4K- 66.95% |
$3.68M - $8.04M
|
6.62K
$1.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-13.5K- 72.12% |
$3.69M - $8.07M
|
5.2K
$1.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-13.6K- 20.29% |
$3.72M - $8.13M
|
53.3K
$13.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-13.6K- 95.1% |
$3.73M - $8.14M
|
700
$183K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-13.8K- 15.8% |
$3.77M - $8.24M
|
73.3K
$19.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-14.1K- 97.49% |
$3.87M - $8.46M
|
364
$95.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-14.2K- 7.16% |
$3.88M - $8.48M
|
183K
$48M
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-14.3K- 59.42% |
$3.94M - $8.6M
|
9.8K
$2.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-14.6K- 46.84% |
$4.01M - $8.76M
|
16.6K
$4.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-15.3K- 75.88% |
$4.2M - $9.17M
|
4.86K
$1.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-15.5K- 90.18% |
$4.25M - $9.28M
|
1.69K
$441K
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-15.5K- 85.16% |
$4.25M - $9.29M
|
2.7K
$706K
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-15.5K- 57.33% |
$4.25M - $9.29M
|
11.5K
$3.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-15.5K- 96.51% |
$4.26M - $9.31M
|
562
$147K
|
|
|
Jul 30, 2025
Q2 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-15.8K- 94.27% |
$4.34M - $9.48M
|
960
$251K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-15.8K- 24.43% |
$4.34M - $9.49M
|
49K
$12.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Baillie Gifford & CO
|
SELL
|
- |
-15.9K- 2.25% |
$4.37M - $9.56M
|
692K
$181M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-16.2K- 6.06% |
$4.45M - $9.73M
|
252K
$65.9M
|