UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Evercore Wealth Management, LLC's Holding History (CIK: 0001482689)

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

Q4 2025
Shares 108,010 Value ($000) $35,655 Avg Close $337.21 Range $302.50 - $378.46
Q3 2025
Shares 145,535 Value ($000) $50,253 Avg Close $298.94 Range $231.57 - $357.63
Q2 2025
Shares 309,817 Value ($000) $96,654 Avg Close $374.94 Range $243.94 - $594.32
Q1 2025
Shares 332,723 Value ($000) $174,264 Avg Close $499.48 Range $427.96 - $540.60
Q4 2024
Shares 344,650 Value ($000) $174,345 Avg Close $552.89 Range $464.38 - $613.22
Q3 2024
Shares 347,677 Value ($000) $203,280 Avg Close $548.30 Range $469.38 - $588.97
Q2 2024
Shares 352,108 Value ($000) $179,315 Avg Close $473.12 Range $420.98 - $509.52
Q1 2024
Shares 342,265 Value ($000) $169,318 Avg Close $488.97 Range $449.89 - $527.55
Q4 2023
Shares 339,540 Value ($000) $178,758 Avg Close $511.31 Range $481.83 - $533.02
Q3 2023
Shares 339,777 Value ($000) $171,312 Avg Close $469.94 Range $426.58 - $492.38
Q2 2023
Shares 343,310 Value ($000) $165,009 Avg Close $464.88 Range $423.41 - $503.95
Q1 2023
Shares 342,889 Value ($000) $162,046 Avg Close $457.25 Range $434.73 - $497.60
Q4 2022
Shares 349,932 Value ($000) $185,527 Avg Close $500.41 Range $460.31 - $526.71
Q3 2022
Shares 352,375 Value ($000) $177,963 Avg Close $495.09 Range $463.11 - $520.39
Q2 2022
Shares 355,564 Value ($000) $182,628 Avg Close $471.05 Range $423.08 - $518.69
Q1 2022
Shares 378,700 Value ($000) $193,126 Avg Close $451.15 Range $416.63 - $489.25
Q4 2021
Shares 380,443 Value ($000) $191,035 Avg Close $422.19 Range $356.94 - $475.98
Q3 2021
Shares 383,904 Value ($000) $150,006 Avg Close $384.84 Range $363.78 - $400.47
Q2 2021
Shares 389,926 Value ($000) $156,142 Avg Close $369.03 Range $333.51 - $394.04
Q1 2021
Shares 391,526 Value ($000) $145,675 Avg Close $319.66 Range $295.28 - $351.97
Q4 2020
Shares 386,694 Value ($000) $135,606 Avg Close $308.19 Range $275.16 - $337.94
Q3 2020
Shares 387,063 Value ($000) $120,674 Avg Close $281.21 Range $262.60 - $296.87
Q2 2020
Shares 384,494 Value ($000) $113,406 Avg Close $261.11 Range $205.85 - $287.65
Q1 2020
Shares 387,136 Value ($000) $96,544 Avg Close $249.73 Range $170.96 - $278.13
Q4 2019
Shares 378,612 Value ($000) $111,304 Avg Close $236.60 Range $191.58 - $272.04
Q3 2019
Shares 378,386 Value ($000) $82,231 Avg Close $217.12 Range $192.52 - $241.58
Q2 2019
Shares 370,287 Value ($000) $90,354 Avg Close $215.47 Range $186.25 - $227.91
Q1 2019
Shares 364,173 Value ($000) $90,046 Avg Close $227.63 Range $209.12 - $242.99
Q4 2018
Shares 362,086 Value ($000) $90,203 Avg Close $235.05 Range $206.71 - $256.77
Q3 2018
Shares 361,569 Value ($000) $96,192 Avg Close $230.64 Range $216.27 - $241.03
Q2 2018
Shares 363,081 Value ($000) $89,078 Avg Close $212.11 Range $189.47 - $226.77
Q1 2018
Shares 350,548 Value ($000) $75,017 Avg Close $201.13 Range $183.43 - $220.66
Q4 2017
Shares 367,522 Value ($000) $81,024 Avg Close $186.06 Range $163.10 - $203.93
Q3 2017
Shares 377,597 Value ($000) $73,952 Avg Close $168.94 Range $160.62 - $176.05
Q2 2017
Shares 386,969 Value ($000) $71,752 Avg Close $152.68 Range $142.90 - $164.81
Q1 2017
Shares 397,379 Value ($000) $65,174 Avg Close $142.11 Range $135.29 - $149.76
Q4 2016
Shares 463,407 Value ($000) $74,164 Avg Close $129.15 Range $114.85 - $142.15
Q3 2016
Shares 478,301 Value ($000) $66,962 Avg Close $120.51 Range $114.30 - $124.16
Q2 2016
Shares 478,621 Value ($000) $67,581 Avg Close $114.17 Range $107.16 - $121.44
Q1 2016
Shares 484,486 Value ($000) $62,450 Avg Close $100.90 Range $91.59 - $112.15
Q4 2015
Shares 440,706 Value ($000) $51,845 Avg Close $99.29 Range $92.98 - $106.88
Q3 2015
Shares 426,180 Value ($000) $49,442 Avg Close $101.20 Range $80.24 - $106.60
Q2 2015
Shares 409,414 Value ($000) $49,947 Avg Close $99.59 Range $93.46 - $104.83
Q1 2015
Shares 412,452 Value ($000) $48,796 Avg Close $93.18 Range $82.54 - $104.09
Q4 2014
Shares 421,660 Value ($000) $42,616 Avg Close $79.25 Range $67.41 - $87.18
Q3 2014
Shares 410,731 Value ($000) $35,453 Avg Close $70.34 Range $65.48 - $74.09
Q2 2014
Shares 401,213 Value ($000) $32,798 Avg Close $65.19 Range $60.93 - $68.74
Q1 2014
Shares 382,781 Value ($000) $31,364 Avg Close $62.13 Range $57.38 - $68.96
Q4 2013
Shares 373,758 Value ($000) $28,145 Avg Close $59.09 Range $54.82 - $62.30
Q3 2013
Shares 327,355 Value ($000) $23,432 Avg Close $58.63 Range $52.92 - $62.34
Q2 2013
Shares 361,074 Value ($000) $23,626 Avg Close $50.75 Range $46.46 - $54.18