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
|
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 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 26, 2026
Q4 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
CALL |
700New |
$224K - $259K
|
700
$224K
|
|
|
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 26, 2026
Q4 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
679+ 90.05% |
$218K - $251K
|
1.43K
$459K
|
|
|
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 27, 2026
Q4 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
651New |
$209K - $241K
|
651
$209K
|
|
|
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
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
637+ 17.29% |
$204K - $236K
|
4.32K
$1.38M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
635+ 5.33% |
$204K - $235K
|
12.6K
$4.02M
|
|
|
Jan 27, 2026
Q4 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
629+ 5.91% |
$202K - $233K
|
11.3K
$3.61M
|
|
|
Jan 21, 2026
Q4 2025
|
Cane Capital Partners, LLC
St Francisville, LA |
BUY
|
- |
624New |
$200K - $231K
|
624
$200K
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
624+ 21.84% |
$200K - $231K
|
3.48K
$1.12M
|
|
|
Jan 20, 2026
Q4 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
617+ 11.16% |
$198K - $228K
|
6.15K
$1.97M
|
|
|
Jan 26, 2026
Q4 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
615+ 33.98% |
$197K - $228K
|
2.43K
$777K
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
604+ 11.58% |
$194K - $223K
|
5.82K
$1.86M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
CALL |
600New |
$192K - $222K
|
600
$192K
|
|
|
Jan 26, 2026
Q4 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
592+ 24.22% |
$190K - $219K
|
3.04K
$973K
|
|
|
Jan 23, 2026
Q4 2025
|
Trust CO Of Virginia
|
BUY
|
- |
590+ 1.42% |
$189K - $218K
|
42.1K
$13.5M
|
|
|
Jan 21, 2026
Q4 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
570New |
$183K - $211K
|
570
$183K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
564+ 17.13% |
$181K - $209K
|
3.86K
$1.24M
|
|
|
Jan 23, 2026
Q4 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
556+ 19.7% |
$178K - $206K
|
3.38K
$1.08M
|
|
|
Jan 27, 2026
Q4 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
555+ 13.4% |
$178K - $205K
|
4.7K
$1.51M
|
|
|
Jan 13, 2026
Q4 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
525+ 8.57% |
$168K - $194K
|
6.65K
$2.13M
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
518+ 1.97% |
$166K - $192K
|
26.8K
$8.58M
|
|