Latest Institutional Transactions on Unitedhealth Group Inc (UNH)
This table provides information on the latest institutional transactions involving Unitedhealth Group Inc (UNH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
7.33K+ 2.11% |
$2.35M - $2.71M
|
354K
$114M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
19.6K+ 127.58% |
$6.28M - $7.25M
|
34.9K
$11.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
244+ 12.74% |
$78.2K - $90.3K
|
2.16K
$692K
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-162- 8.95% |
$51.9K - $59.9K
|
1.65K
$528K
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-217K- 53.01% |
$69.7M - $80.4M
|
193K
$61.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-1.29K- 12.85% |
$414K - $478K
|
8.76K
$2.81M
|
|
|
Jan 15, 2026
Q4 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-430- 9.15% |
$138K - $159K
|
4.27K
$1.37M
|
|
|
Jan 15, 2026
Q4 2025
|
Pacific Capital Partners LTD
London, |
BUY
|
- |
3.13K+ 36.23% |
$1M - $1.16M
|
11.8K
$3.77M
|
|
|
Jan 15, 2026
Q4 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-800- 11.49% |
$256K - $296K
|
6.17K
$1.98M
|
|
|
Jan 15, 2026
Q4 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-262- 7.99% |
$84K - $96.9K
|
3.02K
$968K
|
|
|
Jan 15, 2026
Q4 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-152- 43.18% |
$48.7K - $56.2K
|
200
$64.1K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-230- 1.3% |
$73.7K - $85.1K
|
17.5K
$5.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 1.1% |
$321 - $370
|
92
$29.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-7.48K- 4.53% |
$2.4M - $2.77M
|
158K
$50.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
826+ 7.95% |
$265K - $306K
|
11.2K
$3.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
292+ 11.93% |
$93.6K - $108K
|
2.74K
$878K
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-516- 30.44% |
$165K - $191K
|
1.18K
$378K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
262+ 494.34% |
$84K - $96.9K
|
315
$101K
|
|
|
Jan 15, 2026
Q4 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
21+ 2.93% |
$6.73K - $7.77K
|
738
$237K
|
|
|
Jan 15, 2026
Q4 2025
|
Motive Wealth Advisors
|
BUY
|
- |
15+ 1.86% |
$4.81K - $5.55K
|
822
$263K
|
|
|
Jan 15, 2026
Q4 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
168+ 27.05% |
$53.8K - $62.1K
|
789
$253K
|
|
|
Jan 15, 2026
Q4 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-400- 34.78% |
$128K - $148K
|
750
$240K
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-489- 11.49% |
$157K - $181K
|
3.77K
$1.21M
|
|
|
Jan 15, 2026
Q4 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-253- 6.16% |
$81.1K - $93.6K
|
3.85K
$1.23M
|
|
|
Jan 15, 2026
Q4 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
327+ 6.89% |
$105K - $121K
|
5.08K
$1.63M
|
|
|
Jan 15, 2026
Q4 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-10- 0.55% |
$3.21K - $3.7K
|
1.82K
$583K
|
|
|
Jan 15, 2026
Q4 2025
|
Birch Financial Group, LLC
Keene, NH |
SELL
|
- |
-375- 17.97% |
$120K - $139K
|
1.71K
$549K
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-20- 0.66% |
$6.41K - $7.4K
|
3.02K
$968K
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.68K- 39.2% |
$538K - $621K
|
2.6K
$835K
|
|
|
Jan 15, 2026
Q4 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
3+ 0.12% |
$962 - $1.11K
|
2.54K
$815K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.36K+ 9.48% |
$437K - $504K
|
15.7K
$5.04M
|
|
|
Jan 15, 2026
Q4 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
272+ 6.43% |
$87.2K - $101K
|
4.5K
$1.44M
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-68- 4.86% |
$21.8K - $25.2K
|
1.33K
$427K
|
|
|
Jan 15, 2026
Q4 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
349+ 1.39% |
$112K - $129K
|
25.4K
$8.15M
|
|
|
Jan 15, 2026
Q4 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-527- 10.06% |
$169K - $195K
|
4.71K
$1.51M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-463- 0.19% |
$148K - $171K
|
246K
$78.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-49- 0.28% |
$15.7K - $18.1K
|
17.2K
$5.51M
|
|
|
Jan 15, 2026
Q4 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.57K- 19.52% |
$502K - $579K
|
6.45K
$2.07M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
65+ 16.25% |
$20.8K - $24K
|
465
$149K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
36+ 16.22% |
$11.5K - $13.3K
|
258
$82.7K
|
|
|
Jan 15, 2026
Q4 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-283- 23.86% |
$90.7K - $105K
|
903
$289K
|
|
|
Jan 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-76- 4.15% |
$24.4K - $28.1K
|
1.75K
$562K
|
|
|
Jan 15, 2026
Q4 2025
|
Stone Pine Asset Management Inc.
Montreal, A8 |
BUY
|
- |
51.1K+ 6.59% |
$16.4M - $18.9M
|
826K
$265M
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-412- 39.88% |
$132K - $152K
|
621
$199K
|
|
|
Jan 15, 2026
Q4 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
55+ 4.07% |
$17.6K - $20.3K
|
1.41K
$451K
|
|
|
Jan 15, 2026
Q4 2025
|
Krs Capital Management, LLC
|
SELL
|
- |
-175- 15.31% |
$56.1K - $64.7K
|
968
$310K
|
|
|
Jan 15, 2026
Q4 2025
|
Members Trust CO
|
SELL
|
- |
-97- 6.33% |
$31.1K - $35.9K
|
1.44K
$460K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
372+ 15.53% |
$119K - $138K
|
2.77K
$887K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
564+ 17.13% |
$181K - $209K
|
3.86K
$1.24M
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
835+ 6.3% |
$268K - $309K
|
14.1K
$4.51M
|
|