UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025

Shares 290,468 Value ($000) $95,886 Avg Close $337.21 Range $302.50 - $378.46

Q3 2025

Shares 260,106 Value ($000) $89,815 Avg Close $298.94 Range $231.57 - $357.63

Q2 2025

Shares 237,551 Value ($000) $74,109 Avg Close $374.94 Range $243.94 - $594.32

Q1 2025

Shares 223,939 Value ($000) $117,288 Avg Close $499.48 Range $427.96 - $540.60

Q4 2024

Shares 207,319 Value ($000) $104,874 Avg Close $552.89 Range $464.38 - $613.22

Q3 2024

Shares 212,295 Value ($000) $123,025 Avg Close $548.30 Range $469.38 - $588.97

Q2 2024

Shares 197,681 Value ($000) $100,671 Avg Close $473.12 Range $420.98 - $509.52

Q1 2024

Shares 190,053 Value ($000) $94,019 Avg Close $488.97 Range $449.89 - $527.55

Q4 2023

Shares 198,173 Value ($000) $104,332 Avg Close $511.31 Range $481.83 - $533.02

Q3 2023

Shares 186,749 Value ($000) $94,157 Avg Close $469.94 Range $426.58 - $492.38

Q2 2023

Shares 170,625 Value ($000) $82,009 Avg Close $464.88 Range $423.41 - $503.95

Q1 2023

Shares 166,799 Value ($000) $78,828 Avg Close $457.25 Range $434.73 - $497.60

Q4 2022

Shares 158,012 Value ($000) $83,775 Avg Close $500.41 Range $460.31 - $526.71

Q3 2022

Shares 139,037 Value ($000) $70,219 Avg Close $495.09 Range $463.11 - $520.39

Q2 2022

Shares 138,554 Value ($000) $71,165 Avg Close $471.05 Range $423.08 - $518.69

Q1 2022

Shares 124,374 Value ($000) $63,427 Avg Close $451.15 Range $416.63 - $489.25

Q4 2021

Shares 100,864 Value ($000) $50,648 Avg Close $422.19 Range $356.94 - $475.98

Q3 2021

Shares 98,416 Value ($000) $38,455 Avg Close $384.84 Range $363.78 - $400.47

Q2 2021

Shares 94,417 Value ($000) $37,808 Avg Close $369.03 Range $333.51 - $394.04

Q1 2021

Shares 103,626 Value ($000) $38,556 Avg Close $319.66 Range $295.28 - $351.97

Q4 2020

Shares 97,570 Value ($000) $34,216 Avg Close $308.19 Range $275.16 - $337.94

Q3 2020

Shares 92,616 Value ($000) $28,875 Avg Close $281.21 Range $262.60 - $296.87

Q2 2020

Shares 85,504 Value ($000) $25,219 Avg Close $261.11 Range $205.85 - $287.65

Q1 2020

Shares 90,365 Value ($000) $22,535 Avg Close $249.73 Range $170.96 - $278.13

Q4 2019

Shares 89,562 Value ($000) $26,329 Avg Close $236.60 Range $191.58 - $272.04

Q3 2019

Shares 90,073 Value ($000) $19,575 Avg Close $217.12 Range $192.52 - $241.58

Q2 2019

Shares 86,179 Value ($000) $21,028 Avg Close $215.47 Range $186.25 - $227.91

Q1 2019

Shares 81,699 Value ($000) $20,201 Avg Close $227.63 Range $209.12 - $242.99

Q4 2018

Shares 78,644 Value ($000) $19,592 Avg Close $235.05 Range $206.71 - $256.77

Q3 2018

Shares 69,438 Value ($000) $18,473 Avg Close $230.64 Range $216.27 - $241.03

Q2 2018

Shares 68,034 Value ($000) $16,692 Avg Close $212.11 Range $189.47 - $226.77

Q1 2018

Shares 61,531 Value ($000) $13,168 Avg Close $201.13 Range $183.43 - $220.66

Q4 2017

Shares 55,099 Value ($000) $12,147 Avg Close $186.06 Range $163.10 - $203.93

Q3 2017

Shares 50,384 Value ($000) $9,868 Avg Close $168.94 Range $160.62 - $176.05

Q2 2017

Shares 45,648 Value ($000) $8,464 Avg Close $152.68 Range $142.90 - $164.81

Q1 2017

Shares 44,848 Value ($000) $7,355 Avg Close $142.11 Range $135.29 - $149.76

Q4 2016

Shares 49,467 Value ($000) $7,917 Avg Close $129.15 Range $114.85 - $142.15

Q3 2016

Shares 39,862 Value ($000) $5,581 Avg Close $120.51 Range $114.30 - $124.16

Q2 2016

Shares 33,415 Value ($000) $4,718 Avg Close $114.17 Range $107.16 - $121.44

Q1 2016

Shares 29,783 Value ($000) $3,839 Avg Close $100.90 Range $91.59 - $112.15

Q4 2015

Shares 35,649 Value ($000) $4,194 Avg Close $99.29 Range $92.98 - $106.88

Q3 2015

Shares 34,437 Value ($000) $3,995 Avg Close $101.20 Range $80.24 - $106.60

Q2 2015

Shares 31,792 Value ($000) $3,879 Avg Close $99.59 Range $93.46 - $104.83

Q1 2015

Shares 29,644 Value ($000) $3,507 Avg Close $93.18 Range $82.54 - $104.09

Q4 2014

Shares 17,198 Value ($000) $1,739 Avg Close $79.25 Range $67.41 - $87.18

Q3 2014

Shares 12,285 Value ($000) $1,060 Avg Close $70.34 Range $65.48 - $74.09

Q2 2014

Shares 11,658 Value ($000) $953 Avg Close $65.19 Range $60.93 - $68.74

Q1 2014

Shares 12,596 Value ($000) $1,033 Avg Close $62.13 Range $57.38 - $68.96

Q4 2013

Shares 11,860 Value ($000) $893 Avg Close $59.09 Range $54.82 - $62.30

Q3 2013

Shares 13,042 Value ($000) $934 Avg Close $58.63 Range $52.92 - $62.34

Q2 2013

Shares 11,102 Value ($000) $727 Avg Close $50.75 Range $46.46 - $54.18

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	290,468	$95,886	$337.21	$302.50 - $378.46
Q3 2025	260,106	$89,815	$298.94	$231.57 - $357.63
Q2 2025	237,551	$74,109	$374.94	$243.94 - $594.32
Q1 2025	223,939	$117,288	$499.48	$427.96 - $540.60
Q4 2024	207,319	$104,874	$552.89	$464.38 - $613.22
Q3 2024	212,295	$123,025	$548.30	$469.38 - $588.97
Q2 2024	197,681	$100,671	$473.12	$420.98 - $509.52
Q1 2024	190,053	$94,019	$488.97	$449.89 - $527.55
Q4 2023	198,173	$104,332	$511.31	$481.83 - $533.02
Q3 2023	186,749	$94,157	$469.94	$426.58 - $492.38
Q2 2023	170,625	$82,009	$464.88	$423.41 - $503.95
Q1 2023	166,799	$78,828	$457.25	$434.73 - $497.60
Q4 2022	158,012	$83,775	$500.41	$460.31 - $526.71
Q3 2022	139,037	$70,219	$495.09	$463.11 - $520.39
Q2 2022	138,554	$71,165	$471.05	$423.08 - $518.69
Q1 2022	124,374	$63,427	$451.15	$416.63 - $489.25
Q4 2021	100,864	$50,648	$422.19	$356.94 - $475.98
Q3 2021	98,416	$38,455	$384.84	$363.78 - $400.47
Q2 2021	94,417	$37,808	$369.03	$333.51 - $394.04
Q1 2021	103,626	$38,556	$319.66	$295.28 - $351.97
Q4 2020	97,570	$34,216	$308.19	$275.16 - $337.94
Q3 2020	92,616	$28,875	$281.21	$262.60 - $296.87
Q2 2020	85,504	$25,219	$261.11	$205.85 - $287.65
Q1 2020	90,365	$22,535	$249.73	$170.96 - $278.13
Q4 2019	89,562	$26,329	$236.60	$191.58 - $272.04
Q3 2019	90,073	$19,575	$217.12	$192.52 - $241.58
Q2 2019	86,179	$21,028	$215.47	$186.25 - $227.91
Q1 2019	81,699	$20,201	$227.63	$209.12 - $242.99
Q4 2018	78,644	$19,592	$235.05	$206.71 - $256.77
Q3 2018	69,438	$18,473	$230.64	$216.27 - $241.03
Q2 2018	68,034	$16,692	$212.11	$189.47 - $226.77
Q1 2018	61,531	$13,168	$201.13	$183.43 - $220.66
Q4 2017	55,099	$12,147	$186.06	$163.10 - $203.93
Q3 2017	50,384	$9,868	$168.94	$160.62 - $176.05
Q2 2017	45,648	$8,464	$152.68	$142.90 - $164.81
Q1 2017	44,848	$7,355	$142.11	$135.29 - $149.76
Q4 2016	49,467	$7,917	$129.15	$114.85 - $142.15
Q3 2016	39,862	$5,581	$120.51	$114.30 - $124.16
Q2 2016	33,415	$4,718	$114.17	$107.16 - $121.44
Q1 2016	29,783	$3,839	$100.90	$91.59 - $112.15
Q4 2015	35,649	$4,194	$99.29	$92.98 - $106.88
Q3 2015	34,437	$3,995	$101.20	$80.24 - $106.60
Q2 2015	31,792	$3,879	$99.59	$93.46 - $104.83
Q1 2015	29,644	$3,507	$93.18	$82.54 - $104.09
Q4 2014	17,198	$1,739	$79.25	$67.41 - $87.18
Q3 2014	12,285	$1,060	$70.34	$65.48 - $74.09
Q2 2014	11,658	$953	$65.19	$60.93 - $68.74
Q1 2014	12,596	$1,033	$62.13	$57.38 - $68.96
Q4 2013	11,860	$893	$59.09	$54.82 - $62.30
Q3 2013	13,042	$934	$58.63	$52.92 - $62.34
Q2 2013	11,102	$727	$50.75	$46.46 - $54.18