UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

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

Q4 2025

Shares 36,889 Value ($000) $12,178 Avg Close $337.21 Range $302.50 - $378.46

Q3 2025

Shares 32,787 Value ($000) $11,321 Avg Close $298.94 Range $231.57 - $357.63

Q2 2025

Shares 29,602 Value ($000) $9,235 Avg Close $374.94 Range $243.94 - $594.32

Q1 2025

Shares 69,695 Value ($000) $36,503 Avg Close $499.48 Range $427.96 - $540.60

Q4 2024

Shares 73,746 Value ($000) $37,305 Avg Close $552.89 Range $464.38 - $613.22

Q3 2024

Shares 73,299 Value ($000) $42,857 Avg Close $548.30 Range $469.38 - $588.97

Q2 2024

Shares 71,640 Value ($000) $36,484 Avg Close $473.12 Range $420.98 - $509.52

Q1 2024

Shares 81,175 Value ($000) $40,157 Avg Close $488.97 Range $449.89 - $527.55

Q4 2023

Shares 91,565 Value ($000) $48,206 Avg Close $511.31 Range $481.83 - $533.02

Q3 2023

Shares 113,299 Value ($000) $57,124 Avg Close $469.94 Range $426.58 - $492.38

Q2 2023

Shares 122,504 Value ($000) $58,880 Avg Close $464.88 Range $423.41 - $503.95

Q1 2023

Shares 127,155 Value ($000) $60,092 Avg Close $457.25 Range $434.73 - $497.60

Q4 2022

Shares 142,343 Value ($000) $75,468 Avg Close $500.41 Range $460.31 - $526.71

Q3 2022

Shares 141,806 Value ($000) $71,618 Avg Close $495.09 Range $463.11 - $520.39

Q2 2022

Shares 140,896 Value ($000) $72,369 Avg Close $471.05 Range $423.08 - $518.69

Q1 2022

Shares 130,584 Value ($000) $66,594 Avg Close $451.15 Range $416.63 - $489.25

Q4 2021

Shares 123,331 Value ($000) $61,929 Avg Close $422.19 Range $356.94 - $475.98

Q3 2021

Shares 121,702 Value ($000) $47,554 Avg Close $384.84 Range $363.78 - $400.47

Q2 2021

Shares 94,905 Value ($000) $38,004 Avg Close $369.03 Range $333.51 - $394.04

Q1 2021

Shares 95,998 Value ($000) $35,718 Avg Close $319.66 Range $295.28 - $351.97

Q4 2020

Shares 96,763 Value ($000) $33,933 Avg Close $308.19 Range $275.16 - $337.94

Q3 2020

Shares 119,180 Value ($000) $37,157 Avg Close $281.21 Range $262.60 - $296.87

Q2 2020

Shares 123,098 Value ($000) $36,308 Avg Close $261.11 Range $205.85 - $287.65

Q1 2020

Shares 92,361 Value ($000) $23,033 Avg Close $249.73 Range $170.96 - $278.13

Q4 2019

Shares 93,970 Value ($000) $27,625 Avg Close $236.60 Range $191.58 - $272.04

Q3 2019

Shares 74,885 Value ($000) $16,274 Avg Close $217.12 Range $192.52 - $241.58

Q2 2019

Shares 102,733 Value ($000) $25,068 Avg Close $215.47 Range $186.25 - $227.91

Q1 2019

Shares 56,285 Value ($000) $13,917 Avg Close $227.63 Range $209.12 - $242.99

Q4 2018

Shares 54,617 Value ($000) $13,449 Avg Close $235.05 Range $206.71 - $256.77

Q3 2018

Shares 51,908 Value ($000) $13,810 Avg Close $230.64 Range $216.27 - $241.03

Q2 2018

Shares 49,402 Value ($000) $12,120 Avg Close $212.11 Range $189.47 - $226.77

Q1 2018

Shares 46,063 Value ($000) $9,857 Avg Close $201.13 Range $183.43 - $220.66

Q4 2017

Shares 45,891 Value ($000) $10,223 Avg Close $186.06 Range $163.10 - $203.93

Q3 2017

Shares 53,593 Value ($000) $10,496 Avg Close $168.94 Range $160.62 - $176.05

Q2 2017

Shares 48,824 Value ($000) $9,053 Avg Close $152.68 Range $142.90 - $164.81

Q1 2017

Shares 50,648 Value ($000) $8,307 Avg Close $142.11 Range $135.29 - $149.76

Q4 2016

Shares 52,831 Value ($000) $8,455 Avg Close $129.15 Range $114.85 - $142.15

Q3 2016

Shares 46,394 Value ($000) $6,495 Avg Close $120.51 Range $114.30 - $124.16

Q2 2016

Shares 40,144 Value ($000) $5,660 Avg Close $114.17 Range $107.16 - $121.44

Q1 2016

Shares 36,265 Value ($000) $4,675 Avg Close $100.90 Range $91.59 - $112.15

Q4 2015

Shares 38,540 Value ($000) $4,534 Avg Close $99.29 Range $92.98 - $106.88

Q3 2015

Shares 89,568 Value ($000) $10,391 Avg Close $101.20 Range $80.24 - $106.60

Q2 2015

Shares 91,908 Value ($000) $11,213 Avg Close $99.59 Range $93.46 - $104.83

Q1 2015

Shares 40,903 Value ($000) $4,557 Avg Close $93.18 Range $82.54 - $104.09

Q4 2014

Shares 40,368 Value ($000) $4,081 Avg Close $79.25 Range $67.41 - $87.18

Q3 2014

Shares 39,609 Value ($000) $3,416 Avg Close $70.34 Range $65.48 - $74.09

Q2 2014

Shares 40,808 Value ($000) $3,336 Avg Close $65.19 Range $60.93 - $68.74

Q1 2014

Shares 36,192 Value ($000) $2,967 Avg Close $62.13 Range $57.38 - $68.96

Q4 2013

Shares 33,238 Value ($000) $2,503 Avg Close $59.09 Range $54.82 - $62.30

Q3 2013

Shares 22,529 Value ($000) $1,613 Avg Close $58.63 Range $52.92 - $62.34

Q2 2013

Shares 25,509 Value ($000) $1,670 Avg Close $50.75 Range $46.46 - $54.18

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	36,889	$12,178	$337.21	$302.50 - $378.46
Q3 2025	32,787	$11,321	$298.94	$231.57 - $357.63
Q2 2025	29,602	$9,235	$374.94	$243.94 - $594.32
Q1 2025	69,695	$36,503	$499.48	$427.96 - $540.60
Q4 2024	73,746	$37,305	$552.89	$464.38 - $613.22
Q3 2024	73,299	$42,857	$548.30	$469.38 - $588.97
Q2 2024	71,640	$36,484	$473.12	$420.98 - $509.52
Q1 2024	81,175	$40,157	$488.97	$449.89 - $527.55
Q4 2023	91,565	$48,206	$511.31	$481.83 - $533.02
Q3 2023	113,299	$57,124	$469.94	$426.58 - $492.38
Q2 2023	122,504	$58,880	$464.88	$423.41 - $503.95
Q1 2023	127,155	$60,092	$457.25	$434.73 - $497.60
Q4 2022	142,343	$75,468	$500.41	$460.31 - $526.71
Q3 2022	141,806	$71,618	$495.09	$463.11 - $520.39
Q2 2022	140,896	$72,369	$471.05	$423.08 - $518.69
Q1 2022	130,584	$66,594	$451.15	$416.63 - $489.25
Q4 2021	123,331	$61,929	$422.19	$356.94 - $475.98
Q3 2021	121,702	$47,554	$384.84	$363.78 - $400.47
Q2 2021	94,905	$38,004	$369.03	$333.51 - $394.04
Q1 2021	95,998	$35,718	$319.66	$295.28 - $351.97
Q4 2020	96,763	$33,933	$308.19	$275.16 - $337.94
Q3 2020	119,180	$37,157	$281.21	$262.60 - $296.87
Q2 2020	123,098	$36,308	$261.11	$205.85 - $287.65
Q1 2020	92,361	$23,033	$249.73	$170.96 - $278.13
Q4 2019	93,970	$27,625	$236.60	$191.58 - $272.04
Q3 2019	74,885	$16,274	$217.12	$192.52 - $241.58
Q2 2019	102,733	$25,068	$215.47	$186.25 - $227.91
Q1 2019	56,285	$13,917	$227.63	$209.12 - $242.99
Q4 2018	54,617	$13,449	$235.05	$206.71 - $256.77
Q3 2018	51,908	$13,810	$230.64	$216.27 - $241.03
Q2 2018	49,402	$12,120	$212.11	$189.47 - $226.77
Q1 2018	46,063	$9,857	$201.13	$183.43 - $220.66
Q4 2017	45,891	$10,223	$186.06	$163.10 - $203.93
Q3 2017	53,593	$10,496	$168.94	$160.62 - $176.05
Q2 2017	48,824	$9,053	$152.68	$142.90 - $164.81
Q1 2017	50,648	$8,307	$142.11	$135.29 - $149.76
Q4 2016	52,831	$8,455	$129.15	$114.85 - $142.15
Q3 2016	46,394	$6,495	$120.51	$114.30 - $124.16
Q2 2016	40,144	$5,660	$114.17	$107.16 - $121.44
Q1 2016	36,265	$4,675	$100.90	$91.59 - $112.15
Q4 2015	38,540	$4,534	$99.29	$92.98 - $106.88
Q3 2015	89,568	$10,391	$101.20	$80.24 - $106.60
Q2 2015	91,908	$11,213	$99.59	$93.46 - $104.83
Q1 2015	40,903	$4,557	$93.18	$82.54 - $104.09
Q4 2014	40,368	$4,081	$79.25	$67.41 - $87.18
Q3 2014	39,609	$3,416	$70.34	$65.48 - $74.09
Q2 2014	40,808	$3,336	$65.19	$60.93 - $68.74
Q1 2014	36,192	$2,967	$62.13	$57.38 - $68.96
Q4 2013	33,238	$2,503	$59.09	$54.82 - $62.30
Q3 2013	22,529	$1,613	$58.63	$52.92 - $62.34
Q2 2013	25,509	$1,670	$50.75	$46.46 - $54.18