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 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-91- 3.79% |
$25K - $54.6K
|
2.31K
$695K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-91- 3.12% |
$25K - $54.6K
|
2.82K
$848K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-92- 8.39% |
$25.2K - $55.2K
|
1.01K
$302K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-94- 0.32% |
$25.8K - $56.4K
|
29.6K
$8.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-95- 8.02% |
$26.1K - $56.9K
|
1.09K
$327K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-96- 11.39% |
$26.3K - $57.5K
|
747
$225K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-99- 12.18% |
$27.2K - $59.3K
|
714
$215K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-102- 2.57% |
$28K - $61.1K
|
3.87K
$1.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-104- 4.21% |
$28.5K - $62.3K
|
2.37K
$711K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-106- 7.27% |
$29.1K - $63.5K
|
1.35K
$407K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-113- 5.49% |
$31K - $67.7K
|
1.95K
$585K
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-133- 6.05% |
$36.5K - $79.7K
|
2.06K
$620K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-135- 0.33% |
$37K - $80.9K
|
41.3K
$12.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-145- 11.31% |
$39.8K - $86.9K
|
1.14K
$342K
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-150- 16.89% |
$41.2K - $89.9K
|
738
$222K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-152- 12.87% |
$41.7K - $91.1K
|
1.03K
$309K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-166- 17.36% |
$45.5K - $99.5K
|
790
$237K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-171- 10.69% |
$46.9K - $103K
|
1.43K
$429K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
SELL
|
- |
-181- 1.12% |
$49.7K - $109K
|
15.9K
$4.78M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-181- 20.29% |
$49.7K - $109K
|
711
$214K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-188- 1.04% |
$51.6K - $113K
|
17.8K
$5.35M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-199- 19.92% |
$54.6K - $119K
|
800
$240K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-207- 2.96% |
$56.8K - $124K
|
6.78K
$2.04M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-225- 96.15% |
$61.7K - $135K
|
9
$2.71K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-261- 21.31% |
$71.6K - $156K
|
964
$290K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-269- 11.99% |
$73.8K - $161K
|
1.97K
$593K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-274- 27.93% |
$75.2K - $164K
|
707
$213K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-279- 16.06% |
$76.5K - $167K
|
1.46K
$438K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-300- 26.09% |
$82.3K - $180K
|
850
$255K
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-311- 24.64% |
$85.3K - $186K
|
951
$286K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-333- 5.87% |
$91.4K - $200K
|
5.34K
$1.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-363- 2.32% |
$99.6K - $218K
|
15.3K
$4.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-366- 14.99% |
$100K - $219K
|
2.08K
$624K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-374- 14.0% |
$103K - $224K
|
2.3K
$690K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-374- 14.96% |
$103K - $224K
|
2.13K
$639K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-379- 8.91% |
$104K - $227K
|
3.88K
$1.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-380- 26.59% |
$104K - $228K
|
1.05K
$315K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-382- 14.65% |
$105K - $229K
|
2.23K
$669K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-390- 56.2% |
$107K - $234K
|
304
$91.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-390- 21.76% |
$107K - $234K
|
1.4K
$421K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-398- 22.67% |
$109K - $239K
|
1.36K
$408K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-402- 4.85% |
$110K - $241K
|
7.89K
$2.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-429Closed |
$118K - $257K
|
0
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
SELL
|
- |
-450- 7.16% |
$123K - $270K
|
5.84K
$1.76M
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-456- 14.61% |
$125K - $273K
|
2.67K
$801K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-473- 31.83% |
$130K - $284K
|
1.01K
$304K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-534- 8.74% |
$147K - $320K
|
5.58K
$1.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-537- 18.58% |
$147K - $322K
|
2.35K
$707K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-545- 3.4% |
$150K - $327K
|
15.5K
$4.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-549- 25.14% |
$151K - $329K
|
1.64K
$491K
|