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
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
8.71K+ 18.68% |
$2.39M - $5.22M
|
55.3K
$14.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
8.69K+ 6.95% |
$2.38M - $5.21M
|
134K
$35M
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
8.64K+ 2066.75% |
$2.37M - $5.18M
|
9.06K
$2.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.62K+ 9.03% |
$2.37M - $5.17M
|
104K
$27.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.55K+ 3.65% |
$2.35M - $5.13M
|
243K
$63.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Soapstone Management L.P.
Chevy Chase, MD |
BUY
|
- |
8.5KNew |
$2.33M - $5.1M
|
8.5K
$2.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8.47K+ 8.94% |
$2.32M - $5.08M
|
103K
$27M
|
|
|
Aug 14, 2025
Q2 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
8.41K+ 437.04% |
$2.31M - $5.04M
|
10.3K
$2.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
8.38K+ 55.71% |
$2.3M - $5.02M
|
23.4K
$6.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
8.35K+ 1122.85% |
$2.29M - $5.01M
|
9.1K
$2.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
8.31K+ 44.7% |
$2.28M - $4.98M
|
26.9K
$7.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
8.29KNew |
$2.27M - $4.97M
|
8.29K
$2.17M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
8.19K+ 1293.21% |
$2.25M - $4.91M
|
8.82K
$2.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
8.13K+ 85.86% |
$2.23M - $4.88M
|
17.6K
$4.61M
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
8.12KNew |
$2.23M - $4.87M
|
8.12K
$2.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
8.12KNew |
$2.23M - $4.87M
|
8.12K
$2.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
8.1K+ 50.56% |
$2.22M - $4.85M
|
24.1K
$6.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
8.07K+ 1566.21% |
$2.21M - $4.84M
|
8.58K
$2.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
8.03K+ 611.58% |
$2.2M - $4.81M
|
9.34K
$2.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
8K+ 12.76% |
$2.2M - $4.8M
|
70.7K
$18.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Jackson Square Partners, LLC
San Francisco, CA |
BUY
|
- |
7.97KNew |
$2.19M - $4.78M
|
7.97K
$2.08M
|
|
|
Aug 11, 2025
Q2 2025
|
English Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
7.84KNew |
$2.15M - $4.7M
|
7.84K
$2.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.82K+ 11.25% |
$2.14M - $4.69M
|
77.3K
$20.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
7.8K+ 79.98% |
$2.14M - $4.67M
|
17.5K
$4.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Skylands Capital, LLC
|
BUY
|
- |
7.72KNew |
$2.12M - $4.62M
|
7.72K
$2.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
7.68K+ 117.79% |
$2.11M - $4.6M
|
14.2K
$3.71M
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
7.61K+ 65.86% |
$2.09M - $4.56M
|
19.2K
$5.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
7.56KNew |
$2.07M - $4.53M
|
7.56K
$1.98M
|
|
|
Jul 25, 2025
Q2 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
7.53KNew |
$2.07M - $4.51M
|
7.53K
$1.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
7.46K+ 13.32% |
$2.05M - $4.47M
|
63.4K
$16.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Game Creek Capital, LP
Boston, MA |
BUY
|
- |
7.45KNew |
$2.04M - $4.47M
|
7.45K
$1.95M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
7.37KNew |
$2.02M - $4.42M
|
7.37K
$1.93M
|
|
|
Jul 30, 2025
Q2 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
7.23KNew |
$1.98M - $4.33M
|
7.23K
$1.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
7.17K+ 15.48% |
$1.97M - $4.3M
|
53.5K
$14M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
7.17K+ 17.74% |
$1.97M - $4.3M
|
47.6K
$12.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Arlington Partners LLC
|
BUY
|
- |
7.14KNew |
$1.96M - $4.28M
|
7.14K
$1.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
7.14K+ 358.25% |
$1.96M - $4.28M
|
9.13K
$2.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.04K+ 659.36% |
$1.93M - $4.22M
|
8.11K
$2.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Alta Capital Management LLC
|
BUY
|
- |
7.01K+ 6.11% |
$1.92M - $4.2M
|
122K
$31.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
6.97K+ 15.28% |
$1.91M - $4.18M
|
52.6K
$13.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
6.94K+ 10.7% |
$1.9M - $4.16M
|
71.8K
$18.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
6.89K+ 145.2% |
$1.89M - $4.13M
|
11.6K
$3.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
6.87K+ 48.05% |
$1.89M - $4.12M
|
21.2K
$5.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Easterly Investment Partners LLC
|
BUY
|
- |
6.84KNew |
$1.88M - $4.1M
|
6.84K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
6.82KNew |
$1.87M - $4.09M
|
6.82K
$1.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
6.68K+ 331.55% |
$1.83M - $4.01M
|
8.7K
$2.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
6.66K+ 95.15% |
$1.83M - $3.99M
|
13.7K
$3.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.66K+ 12.24% |
$1.83M - $3.99M
|
61K
$16M
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
6.52K+ 77.34% |
$1.79M - $3.91M
|
14.9K
$3.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Bretton Capital Management, LLC
San Francisco, CA |
BUY
|
- |
6.5K+ 63.73% |
$1.78M - $3.9M
|
16.7K
$4.37M
|