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 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
14+ 0.39% |
$3.84K - $8.39K
|
3.62K
$1.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
14+ 0.88% |
$3.84K - $8.39K
|
1.6K
$482K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
13+ 6.99% |
$3.57K - $7.79K
|
199
$59.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
11+ 0.66% |
$3.02K - $6.59K
|
1.67K
$503K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
11+ 0.06% |
$3.02K - $6.59K
|
17.2K
$5.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.19% |
$1.92K - $4.2K
|
3.63K
$1.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
6New |
$1.65K - $3.6K
|
6
$1.8K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
BUY
|
- |
5+ 0.17% |
$1.37K - $3K
|
2.93K
$882K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4+ 0.46% |
$1.1K - $2.4K
|
868
$261K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
3New |
$823 - $1.8K
|
3
$902
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2+ 2.04% |
$549 - $1.2K
|
100
$30.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2+ 0.3% |
$549 - $1.2K
|
662
$199K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-1- 0.13% |
$274 - $599
|
777
$234K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2- 0.24% |
$549 - $1.2K
|
848
$255K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-5- 8.33% |
$1.37K - $3K
|
55
$16.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-6- 0.18% |
$1.65K - $3.6K
|
3.42K
$1.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-8- 0.46% |
$2.19K - $4.8K
|
1.75K
$525K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-10- 37.04% |
$2.74K - $5.99K
|
17
$5.11K
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-10- 11.49% |
$2.74K - $5.99K
|
77
$23.1K
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-11- 0.4% |
$3.02K - $6.59K
|
2.75K
$826K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-11- 1.62% |
$3.02K - $6.59K
|
669
$201K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-20- 0.69% |
$5.49K - $12K
|
2.86K
$861K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-23- 1.54% |
$6.31K - $13.8K
|
1.47K
$442K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-25- 2.99% |
$6.86K - $15K
|
811
$244K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-25- 2.56% |
$6.86K - $15K
|
952
$286K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-25- 1.96% |
$6.86K - $15K
|
1.25K
$376K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-27- 1.21% |
$7.41K - $16.2K
|
2.21K
$663K
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-30- 0.68% |
$8.23K - $18K
|
4.38K
$1.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-35- 4.91% |
$9.6K - $21K
|
678
$204K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-36- 6.58% |
$9.88K - $21.6K
|
511
$154K
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-40- 13.56% |
$11K - $24K
|
255
$76.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-43- 4.55% |
$11.8K - $25.8K
|
902
$271K
|
|
|
Jul 10, 2025
Q2 2025
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
SELL
|
- |
-46- 0.3% |
$12.6K - $27.6K
|
15.3K
$4.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-47- 52.22% |
$12.9K - $28.2K
|
43
$12.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-49- 1.11% |
$13.4K - $29.4K
|
4.35K
$1.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-50- 18.87% |
$13.7K - $30K
|
215
$64.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-50- 5.59% |
$13.7K - $30K
|
845
$254K
|
|
|
Jul 11, 2025
Q2 2025
|
Profit Investment Management, LLC
|
SELL
|
- |
-50- 2.72% |
$13.7K - $30K
|
1.79K
$538K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-51- 0.43% |
$14K - $30.6K
|
11.8K
$3.54M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-51- 7.31% |
$14K - $30.6K
|
647
$194K
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-59- 0.7% |
$16.2K - $35.4K
|
8.41K
$2.53M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-60- 10.79% |
$16.5K - $36K
|
496
$149K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-67- 2.43% |
$18.4K - $40.2K
|
2.69K
$808K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-70- 20.35% |
$19.2K - $42K
|
274
$82.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-73- 4.83% |
$20K - $43.8K
|
1.44K
$432K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-75- 9.0% |
$20.6K - $45K
|
758
$228K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-78- 10.71% |
$21.4K - $46.8K
|
650
$195K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-80- 1.03% |
$21.9K - $48K
|
7.66K
$2.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-81- 9.35% |
$22.2K - $48.6K
|
785
$236K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-82- 14.83% |
$22.5K - $49.2K
|
471
$142K
|