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 16, 2026
Q4 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
21+ 0.61% |
$6.73K - $7.77K
|
3.44K
$1.1M
|
|
|
Jan 15, 2026
Q4 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
21+ 2.93% |
$6.73K - $7.77K
|
738
$237K
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
20+ 0.26% |
$6.41K - $7.4K
|
7.59K
$2.43M
|
|
|
Jan 29, 2026
Q4 2025
|
Cornerstone National Bank & Trust CO
Palatine, IL |
BUY
|
- |
16New |
$5.13K - $5.92K
|
16
$5.13K
|
|
|
Jan 27, 2026
Q4 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
16+ 1.81% |
$5.13K - $5.92K
|
902
$289K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
16+ 1.03% |
$5.13K - $5.92K
|
1.57K
$502K
|
|
|
Jan 21, 2026
Q4 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
16+ 14.95% |
$5.13K - $5.92K
|
123
$39.4K
|
|
|
Jan 20, 2026
Q4 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
16+ 1.23% |
$5.13K - $5.92K
|
1.32K
$423K
|
|
|
Jan 20, 2026
Q4 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
16+ 25.4% |
$5.13K - $5.92K
|
79
$25.3K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
16+ 0.77% |
$5.13K - $5.92K
|
2.1K
$673K
|
|
|
Jan 12, 2026
Q4 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
16+ 1.89% |
$5.13K - $5.92K
|
861
$276K
|
|
|
Jan 08, 2026
Q4 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
16+ 1.92% |
$5.13K - $5.92K
|
851
$273K
|
|
|
Jan 28, 2026
Q4 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
15+ 2.45% |
$4.81K - $5.55K
|
628
$201K
|
|
|
Jan 15, 2026
Q4 2025
|
Motive Wealth Advisors
|
BUY
|
- |
15+ 1.86% |
$4.81K - $5.55K
|
822
$263K
|
|
|
Jan 28, 2026
Q4 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
14+ 4.27% |
$4.49K - $5.18K
|
342
$110K
|
|
|
Jan 28, 2026
Q4 2025
|
Nvest Wealth Strategies, Inc.
Powell, OH |
BUY
|
- |
14New |
$4.49K - $5.18K
|
14
$4.49K
|
|
|
Jan 26, 2026
Q4 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
14+ 0.67% |
$4.49K - $5.18K
|
2.1K
$673K
|
|
|
Jan 23, 2026
Q4 2025
|
Atwater Malick LLC
|
BUY
|
- |
14+ 1.17% |
$4.49K - $5.18K
|
1.22K
$389K
|
|
|
Jan 23, 2026
Q4 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
14+ 2.35% |
$4.49K - $5.18K
|
611
$196K
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
14+ 9.52% |
$4.49K - $5.18K
|
161
$51.6K
|
|
|
Jan 13, 2026
Q4 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
14+ 1.38% |
$4.49K - $5.18K
|
1.03K
$330K
|
|
|
Jan 29, 2026
Q4 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
13+ 0.36% |
$4.17K - $4.81K
|
3.58K
$1.15M
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
13+ 4.55% |
$4.17K - $4.81K
|
299
$95.8K
|
|
|
Jan 06, 2026
Q4 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
13+ 0.97% |
$4.17K - $4.81K
|
1.35K
$434K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
12+ 0.59% |
$3.85K - $4.44K
|
2.04K
$654K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
12+ 1.27% |
$3.85K - $4.44K
|
960
$308K
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
12+ 0.89% |
$3.85K - $4.44K
|
1.36K
$435K
|
|
|
Jan 28, 2026
Q4 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
10+ 3.39% |
$3.21K - $3.7K
|
305
$97.8K
|
|
|
Jan 26, 2026
Q4 2025
|
Thomasville National Bank
|
BUY
|
- |
10+ 0.61% |
$3.21K - $3.7K
|
1.66K
$532K
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
10+ 1.49% |
$3.21K - $3.7K
|
679
$218K
|
|
|
Jan 28, 2026
Q4 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
9+ 0.63% |
$2.88K - $3.33K
|
1.43K
$458K
|
|
|
Jan 27, 2026
Q4 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
8+ 32.0% |
$2.56K - $2.96K
|
33
$10.6K
|
|
|
Jan 23, 2026
Q4 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
8+ 0.1% |
$2.56K - $2.96K
|
8.29K
$2.66M
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
8New |
$2.56K - $2.96K
|
8
$2.56K
|
|
|
Jan 29, 2026
Q4 2025
|
Matisse Capital
|
BUY
|
- |
7+ 0.76% |
$2.24K - $2.59K
|
925
$296K
|
|
|
Jan 29, 2026
Q4 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7+ 0.33% |
$2.24K - $2.59K
|
2.1K
$673K
|
|
|
Jan 23, 2026
Q4 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
7+ 0.7% |
$2.24K - $2.59K
|
1.01K
$323K
|
|
|
Jan 21, 2026
Q4 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
7+ 0.59% |
$2.24K - $2.59K
|
1.19K
$381K
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
7+ 0.57% |
$2.24K - $2.59K
|
1.24K
$396K
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
7+ 0.52% |
$2.24K - $2.59K
|
1.35K
$431K
|
|
|
Jan 14, 2026
Q4 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
7+ 0.21% |
$2.24K - $2.59K
|
3.38K
$1.08M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
7+ 0.31% |
$2.24K - $2.59K
|
2.3K
$738K
|
|
|
Jan 28, 2026
Q4 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
6+ 0.43% |
$1.92K - $2.22K
|
1.39K
$445K
|
|
|
Jan 28, 2026
Q4 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
6+ 18.18% |
$1.92K - $2.22K
|
39
$12.5K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.13% |
$1.92K - $2.22K
|
4.71K
$1.51M
|
|
|
Jan 28, 2026
Q4 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
5+ 29.41% |
$1.6K - $1.85K
|
22
$7.05K
|
|
|
Jan 27, 2026
Q4 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
5+ 0.4% |
$1.6K - $1.85K
|
1.26K
$403K
|
|
|
Jan 27, 2026
Q4 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
5+ 0.26% |
$1.6K - $1.85K
|
1.92K
$616K
|
|
|
Jan 20, 2026
Q4 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
5+ 0.52% |
$1.6K - $1.85K
|
962
$308K
|
|
|
Jan 16, 2026
Q4 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
5+ 0.78% |
$1.6K - $1.85K
|
648
$208K
|
|