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
|
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
|
|
|
Jan 15, 2026
Q4 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-253- 8.66% |
$81.1K - $93.6K
|
2.67K
$855K
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
SELL
|
- |
-1.89K- 21.03% |
$605K - $699K
|
7.09K
$2.27M
|
|
|
Jan 15, 2026
Q4 2025
|
Scharf Investments, LLC
|
BUY
|
- |
143K+ 399.22% |
$45.9M - $52.9M
|
179K
$57.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Founders Capital Management
|
BUY
|
- |
200+ 49.63% |
$64.1K - $74K
|
603
$193K
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-109- 7.47% |
$34.9K - $40.3K
|
1.35K
$433K
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
134+ 15.23% |
$42.9K - $49.6K
|
1.01K
$325K
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-135- 4.63% |
$43.3K - $49.9K
|
2.78K
$891K
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
32+ 1.63% |
$10.3K - $11.8K
|
2K
$641K
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-171- 6.98% |
$54.8K - $63.3K
|
2.28K
$730K
|
|
|
Jan 15, 2026
Q4 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-24- 1.42% |
$7.69K - $8.88K
|
1.66K
$533K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-989- 12.1% |
$317K - $366K
|
7.18K
$2.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-107- 53.5% |
$34.3K - $39.6K
|
93
$29.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-17- 5.45% |
$5.45K - $6.29K
|
295
$94.6K
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
2.74KNew |
$877K - $1.01M
|
2.74K
$877K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-74- 0.94% |
$23.7K - $27.4K
|
7.83K
$2.51M
|
|
|
Jan 14, 2026
Q4 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-613- 4.75% |
$196K - $227K
|
12.3K
$3.94M
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-438- 26.16% |
$140K - $162K
|
1.24K
$396K
|
|
|
Jan 14, 2026
Q4 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-1.13K- 15.19% |
$363K - $418K
|
6.31K
$2.02M
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-11- 1.72% |
$3.53K - $4.07K
|
630
$202K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-62- 0.69% |
$19.9K - $22.9K
|
8.9K
$2.85M
|
|