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 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4+ 0.01% |
$1.28K - $1.48K
|
30.1K
$9.64M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
438+ 13.33% |
$140K - $162K
|
3.72K
$1.19M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
7+ 0.31% |
$2.24K - $2.59K
|
2.3K
$738K
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-9- 0.72% |
$2.88K - $3.33K
|
1.24K
$397K
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
68+ 4.96% |
$21.8K - $25.2K
|
1.44K
$461K
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.17K- 7.89% |
$375K - $433K
|
13.7K
$4.38M
|
|
|
Jan 08, 2026
Q4 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
59+ 3.62% |
$18.9K - $21.8K
|
1.69K
$542K
|
|
|
Jan 08, 2026
Q4 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-7- 0.45% |
$2.24K - $2.59K
|
1.54K
$492K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-192- 3.81% |
$61.5K - $71K
|
4.84K
$1.55M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.43K+ 1.01% |
$459K - $529K
|
143K
$45.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
167+ 6.8% |
$53.5K - $61.8K
|
2.62K
$841K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-107- 20.82% |
$34.3K - $39.6K
|
407
$130K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
54+ 0.96% |
$17.3K - $20K
|
5.66K
$1.81M
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
SELL
|
- |
-4- 0.69% |
$1.28K - $1.48K
|
572
$183K
|
|
|
Jan 08, 2026
Q4 2025
|
Threadgill Financial, LLC
|
SELL
|
- |
-4- 0.55% |
$1.28K - $1.48K
|
717
$230K
|
|
|
Jan 08, 2026
Q4 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.11K- 14.71% |
$355K - $410K
|
6.42K
$2.06M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
159+ 22.05% |
$51K - $58.8K
|
880
$282K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.12K+ 13.08% |
$359K - $415K
|
9.69K
$3.11M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$321 - $370
|
1.05K
$338K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
SELL
|
- |
-481- 33.66% |
$154K - $178K
|
948
$304K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
68+ 5.63% |
$21.8K - $25.2K
|
1.28K
$409K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
691New |
$221K - $256K
|
691
$221K
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
6.25K+ 106.1% |
$2M - $2.31M
|
12.1K
$3.89M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-512- 3.7% |
$164K - $189K
|
13.3K
$4.27M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-3- 0.15% |
$962 - $1.11K
|
1.95K
$624K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-37- 15.23% |
$11.9K - $13.7K
|
206
$66K
|
|
|
Jan 07, 2026
Q4 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-550- 41.51% |
$176K - $203K
|
775
$248K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
498+ 12.76% |
$160K - $184K
|
4.4K
$1.41M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-581- 43.29% |
$186K - $215K
|
761
$244K
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
107+ 9.43% |
$34.3K - $39.6K
|
1.24K
$398K
|
|
|
Jan 07, 2026
Q4 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-119- 12.58% |
$38.1K - $44K
|
827
$265K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-47- 4.91% |
$15.1K - $17.4K
|
911
$292K
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
865+ 30.39% |
$277K - $320K
|
3.71K
$1.19M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.46K+ 14.89% |
$468K - $540K
|
11.3K
$3.61M
|
|
|
Jan 07, 2026
Q4 2025
|
Epiq Partners, LLC
|
BUY
|
- |
2+ 0.05% |
$641 - $740
|
4.23K
$1.35M
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
288+ 4.42% |
$92.3K - $107K
|
6.8K
$2.18M
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-25- 1.6% |
$8.01K - $9.25K
|
1.54K
$492K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
719New |
$230K - $266K
|
719
$230K
|
|
|
Jan 07, 2026
Q4 2025
|
Exeter Financial, LLC
|
BUY
|
- |
227+ 19.74% |
$72.8K - $84K
|
1.38K
$441K
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
163+ 13.16% |
$52.2K - $60.3K
|
1.4K
$449K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
433+ 9.31% |
$139K - $160K
|
5.08K
$1.63M
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
SELL
|
- |
-271- 16.08% |
$86.9K - $100K
|
1.41K
$453K
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-437- 30.45% |
$140K - $162K
|
998
$320K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-571- 7.01% |
$183K - $211K
|
7.58K
$2.43M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-893- 18.04% |
$286K - $330K
|
4.06K
$1.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
186+ 0.91% |
$59.6K - $68.8K
|
20.5K
$6.58M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-75- 0.77% |
$24K - $27.7K
|
9.71K
$3.11M
|
|
|
Jan 07, 2026
Q4 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-133- 2.87% |
$42.6K - $49.2K
|
4.51K
$1.44M
|
|
|
Jan 07, 2026
Q4 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-831- 22.54% |
$266K - $307K
|
2.86K
$915K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.15K- 33.13% |
$1.01M - $1.16M
|
6.35K
$2.03M
|
|