UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

MONTAG A & ASSOCIATES INC's Holding History (CIK: 0000829407)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 9,047 Value ($000) $2,987 Avg Close $337.21 Range $302.50 - $378.46

Q3 2025

Shares 10,256 Value ($000) $3,541 Avg Close $298.94 Range $231.57 - $357.63

Q2 2025

Shares 10,888 Value ($000) $3,397 Avg Close $374.94 Range $243.94 - $594.32

Q1 2025

Shares 10,230 Value ($000) $5,358 Avg Close $499.48 Range $427.96 - $540.60

Q4 2024

Shares 11,396 Value ($000) $5,765 Avg Close $552.89 Range $464.38 - $613.22

Q3 2024

Shares 11,399 Value ($000) $6,665 Avg Close $548.30 Range $469.38 - $588.97

Q2 2024

Shares 11,132 Value ($000) $5,669 Avg Close $473.12 Range $420.98 - $509.52

Q1 2024

Shares 11,281 Value ($000) $5,581 Avg Close $488.97 Range $449.89 - $527.55

Q4 2023

Shares 11,085 Value ($000) $5,836 Avg Close $511.31 Range $481.83 - $533.02

Q3 2023

Shares 11,083 Value ($000) $5,588 Avg Close $469.94 Range $426.58 - $492.38

Q2 2023

Shares 11,129 Value ($000) $5,349 Avg Close $464.88 Range $423.41 - $503.95

Q1 2023

Shares 13,217 Value ($000) $6,246 Avg Close $457.25 Range $434.73 - $497.60

Q4 2022

Shares 14,619 Value ($000) $7,751 Avg Close $500.41 Range $460.31 - $526.71

Q3 2022

Shares 13,653 Value ($000) $6,895 Avg Close $495.09 Range $463.11 - $520.39

Q2 2022

Shares 13,878 Value ($000) $7,128 Avg Close $471.05 Range $423.08 - $518.69

Q1 2022

Shares 13,726 Value ($000) $7,000 Avg Close $451.15 Range $416.63 - $489.25

Q4 2021

Shares 13,824 Value ($000) $6,942 Avg Close $422.19 Range $356.94 - $475.98

Q3 2021

Shares 12,554 Value ($000) $4,905 Avg Close $384.84 Range $363.78 - $400.47

Q2 2021

Shares 12,652 Value ($000) $5,066 Avg Close $369.03 Range $333.51 - $394.04

Q1 2021

Shares 12,945 Value ($000) $4,816 Avg Close $319.66 Range $295.28 - $351.97

Q4 2020

Shares 12,718 Value ($000) $4,460 Avg Close $308.19 Range $275.16 - $337.94

Q3 2020

Shares 12,133 Value ($000) $3,783 Avg Close $281.21 Range $262.60 - $296.87

Q2 2020

Shares 12,296 Value ($000) $3,627 Avg Close $261.11 Range $205.85 - $287.65

Q1 2020

Shares 12,285 Value ($000) $3,064 Avg Close $249.73 Range $170.96 - $278.13

Q4 2019

Shares 12,535 Value ($000) $3,685 Avg Close $236.60 Range $191.58 - $272.04

Q3 2019

Shares 12,260 Value ($000) $2,664 Avg Close $217.12 Range $192.52 - $241.58

Q2 2019

Shares 17,081 Value ($000) $4,168 Avg Close $215.47 Range $186.25 - $227.91

Q1 2019

Shares 22,651 Value ($000) $5,601 Avg Close $227.63 Range $209.12 - $242.99

Q4 2018

Shares 22,910 Value ($000) $5,707 Avg Close $235.05 Range $206.71 - $256.77

Q3 2018

Shares 25,692 Value ($000) $6,835 Avg Close $230.64 Range $216.27 - $241.03

Q2 2018

Shares 21,549 Value ($000) $5,287 Avg Close $212.11 Range $189.47 - $226.77

Q1 2018

Shares 21,024 Value ($000) $4,499 Avg Close $201.13 Range $183.43 - $220.66

Q4 2017

Shares 21,620 Value ($000) $4,766 Avg Close $186.06 Range $163.10 - $203.93

Q3 2017

Shares 21,940 Value ($000) $4,297 Avg Close $168.94 Range $160.62 - $176.05

Q2 2017

Shares 22,780 Value ($000) $4,224 Avg Close $152.68 Range $142.90 - $164.81

Q1 2017

Shares 26,485 Value ($000) $4,344 Avg Close $142.11 Range $135.29 - $149.76

Q4 2016

Shares 26,610 Value ($000) $4,259 Avg Close $129.15 Range $114.85 - $142.15

Q3 2016

Shares 29,050 Value ($000) $4,067 Avg Close $120.51 Range $114.30 - $124.16

Q2 2016

Shares 29,755 Value ($000) $4,201 Avg Close $114.17 Range $107.16 - $121.44

Q1 2016

Shares 29,080 Value ($000) $3,748 Avg Close $100.90 Range $91.59 - $112.15

Q4 2015

Shares 21,570 Value ($000) $2,537 Avg Close $99.29 Range $92.98 - $106.88

Q3 2015

Shares 14,135 Value ($000) $1,640 Avg Close $101.20 Range $80.24 - $106.60

Q2 2015

Shares 8,780 Value ($000) $1,071 Avg Close $99.59 Range $93.46 - $104.83

Q1 2015

Shares 8,280 Value ($000) $979 Avg Close $93.18 Range $82.54 - $104.09

Q4 2014

Shares 5,080 Value ($000) $514 Avg Close $79.25 Range $67.41 - $87.18

Q3 2014

Shares 5,080 Value ($000) $438 Avg Close $70.34 Range $65.48 - $74.09

Q2 2014

Shares 29,280 Value ($000) $2,394 Avg Close $65.19 Range $60.93 - $68.74

Q1 2014

Shares 34,605 Value ($000) $2,837 Avg Close $62.13 Range $57.38 - $68.96

Q4 2013

Shares 33,873 Value ($000) $2,551 Avg Close $59.09 Range $54.82 - $62.30

Q3 2013

Shares 60,873 Value ($000) $4,359 Avg Close $58.63 Range $52.92 - $62.34

Q2 2013

Shares 62,873 Value ($000) $4,117 Avg Close $50.75 Range $46.46 - $54.18

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	9,047	$2,987	$337.21	$302.50 - $378.46
Q3 2025	10,256	$3,541	$298.94	$231.57 - $357.63
Q2 2025	10,888	$3,397	$374.94	$243.94 - $594.32
Q1 2025	10,230	$5,358	$499.48	$427.96 - $540.60
Q4 2024	11,396	$5,765	$552.89	$464.38 - $613.22
Q3 2024	11,399	$6,665	$548.30	$469.38 - $588.97
Q2 2024	11,132	$5,669	$473.12	$420.98 - $509.52
Q1 2024	11,281	$5,581	$488.97	$449.89 - $527.55
Q4 2023	11,085	$5,836	$511.31	$481.83 - $533.02
Q3 2023	11,083	$5,588	$469.94	$426.58 - $492.38
Q2 2023	11,129	$5,349	$464.88	$423.41 - $503.95
Q1 2023	13,217	$6,246	$457.25	$434.73 - $497.60
Q4 2022	14,619	$7,751	$500.41	$460.31 - $526.71
Q3 2022	13,653	$6,895	$495.09	$463.11 - $520.39
Q2 2022	13,878	$7,128	$471.05	$423.08 - $518.69
Q1 2022	13,726	$7,000	$451.15	$416.63 - $489.25
Q4 2021	13,824	$6,942	$422.19	$356.94 - $475.98
Q3 2021	12,554	$4,905	$384.84	$363.78 - $400.47
Q2 2021	12,652	$5,066	$369.03	$333.51 - $394.04
Q1 2021	12,945	$4,816	$319.66	$295.28 - $351.97
Q4 2020	12,718	$4,460	$308.19	$275.16 - $337.94
Q3 2020	12,133	$3,783	$281.21	$262.60 - $296.87
Q2 2020	12,296	$3,627	$261.11	$205.85 - $287.65
Q1 2020	12,285	$3,064	$249.73	$170.96 - $278.13
Q4 2019	12,535	$3,685	$236.60	$191.58 - $272.04
Q3 2019	12,260	$2,664	$217.12	$192.52 - $241.58
Q2 2019	17,081	$4,168	$215.47	$186.25 - $227.91
Q1 2019	22,651	$5,601	$227.63	$209.12 - $242.99
Q4 2018	22,910	$5,707	$235.05	$206.71 - $256.77
Q3 2018	25,692	$6,835	$230.64	$216.27 - $241.03
Q2 2018	21,549	$5,287	$212.11	$189.47 - $226.77
Q1 2018	21,024	$4,499	$201.13	$183.43 - $220.66
Q4 2017	21,620	$4,766	$186.06	$163.10 - $203.93
Q3 2017	21,940	$4,297	$168.94	$160.62 - $176.05
Q2 2017	22,780	$4,224	$152.68	$142.90 - $164.81
Q1 2017	26,485	$4,344	$142.11	$135.29 - $149.76
Q4 2016	26,610	$4,259	$129.15	$114.85 - $142.15
Q3 2016	29,050	$4,067	$120.51	$114.30 - $124.16
Q2 2016	29,755	$4,201	$114.17	$107.16 - $121.44
Q1 2016	29,080	$3,748	$100.90	$91.59 - $112.15
Q4 2015	21,570	$2,537	$99.29	$92.98 - $106.88
Q3 2015	14,135	$1,640	$101.20	$80.24 - $106.60
Q2 2015	8,780	$1,071	$99.59	$93.46 - $104.83
Q1 2015	8,280	$979	$93.18	$82.54 - $104.09
Q4 2014	5,080	$514	$79.25	$67.41 - $87.18
Q3 2014	5,080	$438	$70.34	$65.48 - $74.09
Q2 2014	29,280	$2,394	$65.19	$60.93 - $68.74
Q1 2014	34,605	$2,837	$62.13	$57.38 - $68.96
Q4 2013	33,873	$2,551	$59.09	$54.82 - $62.30
Q3 2013	60,873	$4,359	$58.63	$52.92 - $62.34
Q2 2013	62,873	$4,117	$50.75	$46.46 - $54.18