UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

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

Q4 2025

Shares 36,719 Value ($000) $12,121 Avg Close $337.21 Range $302.50 - $378.46

Q2 2025

Shares 80,846 Value ($000) $25,222 Avg Close $374.94 Range $243.94 - $594.32

Q1 2025

Shares 83,141 Value ($000) $43,545 Avg Close $499.48 Range $427.96 - $540.60

Q4 2024

Shares 83,544 Value ($000) $42,261 Avg Close $552.89 Range $464.38 - $613.22

Q3 2024

Shares 86,650 Value ($000) $50,662 Avg Close $548.30 Range $469.38 - $588.97

Q2 2024

Shares 83,651 Value ($000) $42,600 Avg Close $473.12 Range $420.98 - $509.52

Q1 2024

Shares 79,538 Value ($000) $39,347 Avg Close $488.97 Range $449.89 - $527.55

Q4 2023

Shares 44,340 Value ($000) $23,344 Avg Close $511.31 Range $481.83 - $533.02

Q3 2023

Shares 43,809 Value ($000) $22,088 Avg Close $469.94 Range $426.58 - $492.38

Q2 2023

Shares 7,944 Value ($000) $23,015 Avg Close $464.88 Range $423.41 - $503.95

Q1 2023

Shares 953 Value ($000) $520 Avg Close $457.25 Range $434.73 - $497.60

Q4 2022

Shares 47,396 Value ($000) $25,128 Avg Close $500.41 Range $460.31 - $526.71

Q3 2022

Shares 44,410 Value ($000) $22,429 Avg Close $495.09 Range $463.11 - $520.39

Q2 2022

Shares 29,811 Value ($000) $15,312 Avg Close $471.05 Range $423.08 - $518.69

Q1 2022

Shares 27,709 Value ($000) $14,131 Avg Close $451.15 Range $416.63 - $489.25

Q4 2021

Shares 27,945 Value ($000) $14,032 Avg Close $422.19 Range $356.94 - $475.98

Q3 2021

Shares 29,661 Value ($000) $11,590 Avg Close $384.84 Range $363.78 - $400.47

Q2 2021

Shares 31,572 Value ($000) $12,643 Avg Close $369.03 Range $333.51 - $394.04

Q1 2021

Shares 33,815 Value ($000) $12,581 Avg Close $319.66 Range $295.28 - $351.97

Q4 2020

Shares 2,458 Value ($000) $862 Avg Close $308.19 Range $275.16 - $337.94

Q3 2020

Shares 2,208 Value ($000) $688 Avg Close $281.21 Range $262.60 - $296.87

Q2 2020

Shares 3,631 Value ($000) $1,071 Avg Close $261.11 Range $205.85 - $287.65

Q1 2020

Shares 2,495 Value ($000) $622 Avg Close $249.73 Range $170.96 - $278.13

Q4 2019

Shares 950 Value ($000) $279 Avg Close $236.60 Range $191.58 - $272.04

Q2 2019

Shares 1,401 Value ($000) $342 Avg Close $215.47 Range $186.25 - $227.91

Q1 2019

Shares 1,415 Value ($000) $350 Avg Close $227.63 Range $209.12 - $242.99

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	36,719	$12,121	$337.21	$302.50 - $378.46
Q2 2025	80,846	$25,222	$374.94	$243.94 - $594.32
Q1 2025	83,141	$43,545	$499.48	$427.96 - $540.60
Q4 2024	83,544	$42,261	$552.89	$464.38 - $613.22
Q3 2024	86,650	$50,662	$548.30	$469.38 - $588.97
Q2 2024	83,651	$42,600	$473.12	$420.98 - $509.52
Q1 2024	79,538	$39,347	$488.97	$449.89 - $527.55
Q4 2023	44,340	$23,344	$511.31	$481.83 - $533.02
Q3 2023	43,809	$22,088	$469.94	$426.58 - $492.38
Q2 2023	7,944	$23,015	$464.88	$423.41 - $503.95
Q1 2023	953	$520	$457.25	$434.73 - $497.60
Q4 2022	47,396	$25,128	$500.41	$460.31 - $526.71
Q3 2022	44,410	$22,429	$495.09	$463.11 - $520.39
Q2 2022	29,811	$15,312	$471.05	$423.08 - $518.69
Q1 2022	27,709	$14,131	$451.15	$416.63 - $489.25
Q4 2021	27,945	$14,032	$422.19	$356.94 - $475.98
Q3 2021	29,661	$11,590	$384.84	$363.78 - $400.47
Q2 2021	31,572	$12,643	$369.03	$333.51 - $394.04
Q1 2021	33,815	$12,581	$319.66	$295.28 - $351.97
Q4 2020	2,458	$862	$308.19	$275.16 - $337.94
Q3 2020	2,208	$688	$281.21	$262.60 - $296.87
Q2 2020	3,631	$1,071	$261.11	$205.85 - $287.65
Q1 2020	2,495	$622	$249.73	$170.96 - $278.13
Q4 2019	950	$279	$236.60	$191.58 - $272.04
Q2 2019	1,401	$342	$215.47	$186.25 - $227.91
Q1 2019	1,415	$350	$227.63	$209.12 - $242.99