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 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 27, 2026
Q4 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.27KNew |
$408K - $471K
|
1.27K
$408K
|
|
|
Jan 28, 2026
Q4 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.25K+ 14.14% |
$402K - $464K
|
10.1K
$3.24M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.24K+ 17.25% |
$396K - $457K
|
8.4K
$2.69M
|
|
|
Jan 23, 2026
Q4 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.23K+ 72.72% |
$393K - $454K
|
2.91K
$933K
|
|
|
Jan 27, 2026
Q4 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.19K+ 44.86% |
$382K - $441K
|
3.85K
$1.23M
|
|
|
Jan 28, 2026
Q4 2025
|
Wealth Science Advisors LLC
Alpharetta, GA |
BUY
|
- |
1.18KNew |
$379K - $437K
|
1.18K
$379K
|
|
|
Jan 27, 2026
Q4 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.14KNew |
$364K - $420K
|
1.14K
$364K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.12K+ 13.08% |
$359K - $415K
|
9.69K
$3.11M
|
|
|
Jan 26, 2026
Q4 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.1KNew |
$353K - $408K
|
1.1K
$353K
|
|
|
Jan 26, 2026
Q4 2025
|
Pursuit Wealth Management LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.1KNew |
$352K - $407K
|
1.1K
$352K
|
|
|
Jan 28, 2026
Q4 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
1.08KNew |
$346K - $399K
|
1.08K
$346K
|
|
|
Jan 26, 2026
Q4 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.06KNew |
$340K - $392K
|
1.06K
$340K
|
|
|
Jan 26, 2026
Q4 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
1.06K+ 23.64% |
$339K - $391K
|
5.53K
$1.77M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.06KNew |
$338K - $390K
|
1.06K
$338K
|
|
|
Jan 29, 2026
Q4 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.04K+ 49.88% |
$333K - $385K
|
3.13K
$1M
|
|
|
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 26, 2026
Q4 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
965New |
$309K - $357K
|
965
$309K
|
|
|
Jan 28, 2026
Q4 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
920+ 0.27% |
$295K - $340K
|
347K
$111M
|
|
|
Jan 27, 2026
Q4 2025
|
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
Warsaw, |
BUY
|
- |
911New |
$292K - $337K
|
911
$292K
|
|
|
Jan 21, 2026
Q4 2025
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
BUY
|
- |
909+ 3.82% |
$291K - $336K
|
24.7K
$7.92M
|
|
|
Jan 28, 2026
Q4 2025
|
Amarillo National Bank
|
BUY
|
- |
890New |
$285K - $329K
|
890
$285K
|
|
|
Jan 13, 2026
Q4 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
886+ 29.6% |
$284K - $328K
|
3.88K
$1.24M
|
|
|
Jan 28, 2026
Q4 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
882+ 4.02% |
$283K - $326K
|
22.8K
$7.32M
|
|
|
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 26, 2026
Q4 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
853New |
$273K - $316K
|
853
$273K
|
|
|
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 29, 2026
Q4 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
780+ 68.72% |
$250K - $289K
|
1.92K
$614K
|
|
|
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
|
|