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 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-553- 5.97% |
$152K - $332K
|
8.71K
$2.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-558- 7.99% |
$153K - $335K
|
6.43K
$1.93M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-587- 27.57% |
$161K - $352K
|
1.54K
$463K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-600- 28.67% |
$165K - $360K
|
1.49K
$449K
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-627- 21.32% |
$172K - $376K
|
2.31K
$696K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-646- 7.23% |
$177K - $387K
|
8.29K
$2.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-666- 7.03% |
$183K - $399K
|
8.81K
$2.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-694- 5.03% |
$190K - $416K
|
13.1K
$3.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-706- 95.15% |
$194K - $423K
|
36
$10.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-786- 39.92% |
$216K - $471K
|
1.18K
$356K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-798- 14.83% |
$219K - $478K
|
4.58K
$1.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-819- 20.07% |
$225K - $491K
|
3.26K
$980K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-822- 24.92% |
$226K - $493K
|
2.48K
$745K
|
|
|
Jul 14, 2025
Q2 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-882- 48.07% |
$242K - $529K
|
953
$286K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-926- 42.46% |
$254K - $555K
|
1.26K
$377K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-934- 52.95% |
$256K - $560K
|
830
$249K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1K- 8.89% |
$275K - $602K
|
10.3K
$3.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.03K- 50.46% |
$284K - $620K
|
1.02K
$305K
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.04K- 16.29% |
$286K - $625K
|
5.36K
$1.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-1.07K- 8.82% |
$293K - $640K
|
11K
$3.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-1.09K- 38.19% |
$298K - $651K
|
1.76K
$528K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.09K- 38.78% |
$299K - $653K
|
1.72K
$517K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.1K- 3.23% |
$300K - $656K
|
32.8K
$9.87M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.16K- 38.25% |
$317K - $694K
|
1.87K
$561K
|
|
|
Jul 07, 2025
Q2 2025
|
Osprey Private Wealth LLC
New York, NY |
SELL
|
- |
-1.21K- 17.5% |
$332K - $725K
|
5.71K
$1.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-1.21K- 40.3% |
$333K - $727K
|
1.8K
$540K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.22K- 36.92% |
$333K - $728K
|
2.08K
$624K
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.22K- 3.06% |
$335K - $733K
|
38.7K
$11.6M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.23K- 26.18% |
$338K - $739K
|
3.47K
$1.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-1.35K- 96.22% |
$370K - $809K
|
53
$15.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-1.4K- 35.4% |
$384K - $839K
|
2.56K
$768K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.42K- 63.89% |
$390K - $852K
|
803
$241K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.56K- 19.94% |
$429K - $936K
|
6.27K
$1.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-1.59K- 0.78% |
$436K - $953K
|
202K
$60.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.63K- 3.41% |
$448K - $979K
|
46.3K
$13.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.66K- 34.79% |
$456K - $996K
|
3.11K
$936K
|
|
|
Jul 09, 2025
Q2 2025
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-1.78K- 8.69% |
$488K - $1.07M
|
18.7K
$5.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.88K- 18.35% |
$515K - $1.12M
|
8.35K
$2.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-2.59K- 33.61% |
$711K - $1.55M
|
5.12K
$1.54M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.7K- 8.63% |
$741K - $1.62M
|
28.6K
$8.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-2.78K- 44.67% |
$761K - $1.66M
|
3.44K
$1.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-3.32K- 54.48% |
$911K - $1.99M
|
2.78K
$834K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-3.36K- 67.72% |
$921K - $2.01M
|
1.6K
$481K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-3.45K- 57.32% |
$947K - $2.07M
|
2.57K
$773K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3.87K- 24.43% |
$1.06M - $2.32M
|
12K
$3.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.94K- 9.18% |
$1.08M - $2.36M
|
38.9K
$11.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-4.01K- 21.21% |
$1.1M - $2.4M
|
14.9K
$4.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-4.19K- 4.79% |
$1.15M - $2.51M
|
83.4K
$25.1M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-5.1K- 15.73% |
$1.4M - $3.06M
|
27.3K
$8.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-5.61K- 60.33% |
$1.54M - $3.36M
|
3.69K
$1.11M
|