UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

CAPTRUST FINANCIAL ADVISORS's Holding History (CIK: 0001512024)

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

Q4 2025

Shares 121,086 Value ($000) $39,972 Avg Close $337.21 Range $302.50 - $378.46

Q3 2025

Shares 123,325 Value ($000) $42,584 Avg Close $298.94 Range $231.57 - $357.63

Q2 2025

Shares 110,982 Value ($000) $34,623 Avg Close $374.94 Range $243.94 - $594.32

Q1 2025

Shares 147,409 Value ($000) $77,205 Avg Close $499.48 Range $427.96 - $540.60

Q4 2024

Shares 164,324 Value ($000) $83,125 Avg Close $552.89 Range $464.38 - $613.22

Q3 2024

Shares 210,464 Value ($000) $123,054 Avg Close $548.30 Range $469.38 - $588.97

Q2 2024

Shares 208,675 Value ($000) $106,270 Avg Close $473.12 Range $420.98 - $509.52

Q1 2024

Shares 207,896 Value ($000) $102,846 Avg Close $488.97 Range $449.89 - $527.55

Q4 2023

Shares 286,410 Value ($000) $150,786 Avg Close $511.31 Range $481.83 - $533.02

Q3 2023

Shares 294,838 Value ($000) $142,257 Avg Close $469.94 Range $426.58 - $492.38

Q2 2023

Shares 262,522 Value ($000) $126,179 Avg Close $464.88 Range $423.41 - $503.95

Q1 2023

Shares 264,916 Value ($000) $125,199 Avg Close $457.25 Range $434.73 - $497.60

Q4 2022

Shares 265,343 Value ($000) $140,680 Avg Close $500.41 Range $460.31 - $526.71

Q3 2022

Shares 231,818 Value ($000) $117,078 Avg Close $495.09 Range $463.11 - $520.39

Q2 2022

Shares 199,062 Value ($000) $102,244 Avg Close $471.05 Range $423.08 - $518.69

Q1 2022

Shares 136,200 Value ($000) $69,458 Avg Close $451.15 Range $416.63 - $489.25

Q4 2021

Shares 105,764 Value ($000) $53,108 Avg Close $422.19 Range $356.94 - $475.98

Q3 2021

Shares 97,035 Value ($000) $37,915 Avg Close $384.84 Range $363.78 - $400.47

Q2 2021

Shares 82,922 Value ($000) $33,205 Avg Close $369.03 Range $333.51 - $394.04

Q1 2021

Shares 66,332 Value ($000) $24,680 Avg Close $319.66 Range $295.28 - $351.97

Q4 2020

Shares 52,979 Value ($000) $18,579 Avg Close $308.19 Range $275.16 - $337.94

Q3 2020

Shares 49,302 Value ($000) $15,435 Avg Close $281.21 Range $262.60 - $296.87

Q2 2020

Shares 46,805 Value ($000) $13,935 Avg Close $261.11 Range $205.85 - $287.65

Q1 2020

Shares 46,207 Value ($000) $10,966 Avg Close $249.73 Range $170.96 - $278.13

Q4 2019

Shares 47,409 Value ($000) $13,867 Avg Close $236.60 Range $191.58 - $272.04

Q3 2019

Shares 20,541 Value ($000) $4,464 Avg Close $217.12 Range $192.52 - $241.58

Q2 2019

Shares 20,492 Value ($000) $5,000 Avg Close $215.47 Range $186.25 - $227.91

Q1 2019

Shares 18,878 Value ($000) $4,668 Avg Close $227.63 Range $209.12 - $242.99

Q4 2018

Shares 15,791 Value ($000) $3,934 Avg Close $235.05 Range $206.71 - $256.77

Q3 2018

Shares 15,372 Value ($000) $4,090 Avg Close $230.64 Range $216.27 - $241.03

Q2 2018

Shares 11,315 Value ($000) $2,776 Avg Close $212.11 Range $189.47 - $226.77

Q1 2018

Shares 8,758 Value ($000) $1,902 Avg Close $201.13 Range $183.43 - $220.66

Q4 2017

Shares 8,531 Value ($000) $1,881 Avg Close $186.06 Range $163.10 - $203.93

Q3 2017

Shares 5,337 Value ($000) $1,045 Avg Close $168.94 Range $160.62 - $176.05

Q2 2017

Shares 5,171 Value ($000) $959 Avg Close $152.68 Range $142.90 - $164.81

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	121,086	$39,972	$337.21	$302.50 - $378.46
Q3 2025	123,325	$42,584	$298.94	$231.57 - $357.63
Q2 2025	110,982	$34,623	$374.94	$243.94 - $594.32
Q1 2025	147,409	$77,205	$499.48	$427.96 - $540.60
Q4 2024	164,324	$83,125	$552.89	$464.38 - $613.22
Q3 2024	210,464	$123,054	$548.30	$469.38 - $588.97
Q2 2024	208,675	$106,270	$473.12	$420.98 - $509.52
Q1 2024	207,896	$102,846	$488.97	$449.89 - $527.55
Q4 2023	286,410	$150,786	$511.31	$481.83 - $533.02
Q3 2023	294,838	$142,257	$469.94	$426.58 - $492.38
Q2 2023	262,522	$126,179	$464.88	$423.41 - $503.95
Q1 2023	264,916	$125,199	$457.25	$434.73 - $497.60
Q4 2022	265,343	$140,680	$500.41	$460.31 - $526.71
Q3 2022	231,818	$117,078	$495.09	$463.11 - $520.39
Q2 2022	199,062	$102,244	$471.05	$423.08 - $518.69
Q1 2022	136,200	$69,458	$451.15	$416.63 - $489.25
Q4 2021	105,764	$53,108	$422.19	$356.94 - $475.98
Q3 2021	97,035	$37,915	$384.84	$363.78 - $400.47
Q2 2021	82,922	$33,205	$369.03	$333.51 - $394.04
Q1 2021	66,332	$24,680	$319.66	$295.28 - $351.97
Q4 2020	52,979	$18,579	$308.19	$275.16 - $337.94
Q3 2020	49,302	$15,435	$281.21	$262.60 - $296.87
Q2 2020	46,805	$13,935	$261.11	$205.85 - $287.65
Q1 2020	46,207	$10,966	$249.73	$170.96 - $278.13
Q4 2019	47,409	$13,867	$236.60	$191.58 - $272.04
Q3 2019	20,541	$4,464	$217.12	$192.52 - $241.58
Q2 2019	20,492	$5,000	$215.47	$186.25 - $227.91
Q1 2019	18,878	$4,668	$227.63	$209.12 - $242.99
Q4 2018	15,791	$3,934	$235.05	$206.71 - $256.77
Q3 2018	15,372	$4,090	$230.64	$216.27 - $241.03
Q2 2018	11,315	$2,776	$212.11	$189.47 - $226.77
Q1 2018	8,758	$1,902	$201.13	$183.43 - $220.66
Q4 2017	8,531	$1,881	$186.06	$163.10 - $203.93
Q3 2017	5,337	$1,045	$168.94	$160.62 - $176.05
Q2 2017	5,171	$959	$152.68	$142.90 - $164.81