Latest Institutional Purchases of Unitedhealth Group Inc (UNH)
This list provides information on the latest institutional transactions involving Unitedhealth Group Inc (UNH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.53K+ 8.5% |
$489K - $564K
|
19.5K
$6.24M
|
|
|
Jan 16, 2026
Q4 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.5K+ 227.23% |
$481K - $556K
|
2.16K
$693K
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
1.48K+ 82.83% |
$473K - $546K
|
3.26K
$1.04M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.46K+ 14.89% |
$468K - $540K
|
11.3K
$3.61M
|
|
|
Jan 20, 2026
Q4 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.45K+ 62.37% |
$465K - $536K
|
3.78K
$1.21M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.43K+ 1.01% |
$459K - $529K
|
143K
$45.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.36K+ 9.48% |
$437K - $504K
|
15.7K
$5.04M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.31K+ 126.35% |
$421K - $486K
|
2.35K
$755K
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.31K+ 16.99% |
$419K - $483K
|
9K
$2.89M
|
|
|
Jan 22, 2026
Q4 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
1.28KNew |
$412K - $475K
|
1.28K
$412K
|
|
|
Jan 20, 2026
Q4 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1.28K+ 16.15% |
$410K - $473K
|
9.19K
$2.95M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.24K+ 17.25% |
$396K - $457K
|
8.4K
$2.69M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.12K+ 13.08% |
$359K - $415K
|
9.69K
$3.11M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.06KNew |
$338K - $390K
|
1.06K
$338K
|
|
|
Jan 20, 2026
Q4 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.04K+ 69.78% |
$332K - $384K
|
2.52K
$809K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.03K+ 112.13% |
$329K - $380K
|
1.94K
$622K
|
|
|
Jan 22, 2026
Q4 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
1.02K+ 0.7% |
$326K - $377K
|
147K
$47.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.02K+ 114.25% |
$326K - $377K
|
1.91K
$612K
|
|
|
Jan 14, 2026
Q4 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
991New |
$318K - $367K
|
991
$318K
|
|
|
Jan 21, 2026
Q4 2025
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
BUY
|
- |
909+ 3.82% |
$291K - $336K
|
24.7K
$7.92M
|
|
|
Jan 13, 2026
Q4 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
886+ 29.6% |
$284K - $328K
|
3.88K
$1.24M
|
|
|
Jan 22, 2026
Q4 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
871+ 48.23% |
$279K - $322K
|
2.68K
$858K
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
871+ 15.51% |
$279K - $322K
|
6.49K
$2.08M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
865+ 30.39% |
$277K - $320K
|
3.71K
$1.19M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
864New |
$277K - $320K
|
864
$277K
|
|
|
Jan 21, 2026
Q4 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
859+ 82.52% |
$275K - $318K
|
1.9K
$609K
|
|
|
Jan 20, 2026
Q4 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
836+ 0.98% |
$268K - $309K
|
86K
$27.6M
|
|
|
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
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
826+ 7.95% |
$265K - $306K
|
11.2K
$3.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
823+ 3.47% |
$264K - $304K
|
24.5K
$7.86M
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
819New |
$263K - $303K
|
819
$263K
|
|
|
Jan 20, 2026
Q4 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
818New |
$262K - $303K
|
818
$262K
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
815New |
$261K - $301K
|
815
$261K
|
|
|
Jan 16, 2026
Q4 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
788+ 14.66% |
$253K - $291K
|
6.17K
$1.98M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
778+ 32.72% |
$249K - $288K
|
3.16K
$1.01M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
765+ 33.57% |
$245K - $283K
|
3.04K
$976K
|
|
|
Jan 20, 2026
Q4 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
755+ 74.38% |
$242K - $279K
|
1.77K
$567K
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
749New |
$240K - $277K
|
749
$240K
|
|
|
Jan 20, 2026
Q4 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
746New |
$239K - $276K
|
746
$239K
|
|
|
Jan 16, 2026
Q4 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
731New |
$234K - $270K
|
731
$234K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
719New |
$230K - $266K
|
719
$230K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
691New |
$221K - $256K
|
691
$221K
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
681+ 87.98% |
$218K - $252K
|
1.46K
$466K
|
|
|
Jan 12, 2026
Q4 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
677+ 11.95% |
$217K - $250K
|
6.34K
$2.03M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
669+ 129.9% |
$214K - $247K
|
1.18K
$379K
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
663+ 2.73% |
$213K - $245K
|
25K
$8.01M
|
|
|
Jan 23, 2026
Q4 2025
|
Tfc Financial Management
|
BUY
|
- |
662+ 159.9% |
$212K - $245K
|
1.08K
$345K
|
|
|
Jan 23, 2026
Q4 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
656New |
$210K - $243K
|
656
$210K
|
|
|
Jan 23, 2026
Q4 2025
|
Steph & CO
|
BUY
|
- |
651+ 101.24% |
$209K - $241K
|
1.29K
$415K
|
|
|
Jan 16, 2026
Q4 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
639+ 39.79% |
$205K - $236K
|
2.25K
$720K
|
|