UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Annex Advisory Services, LLC's Holding History (CIK: 0001542287)

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

Q4 2025
Shares 25,784 Value ($000) $8,512 Avg Close $337.21 Range $302.50 - $378.46
Q3 2025
Shares 17,178 Value ($000) $5,932 Avg Close $298.94 Range $231.57 - $357.63
Q2 2025
Shares 18,018 Value ($000) $5,621 Avg Close $374.94 Range $243.94 - $594.32
Q1 2025
Shares 59,571 Value ($000) $31,200 Avg Close $499.48 Range $427.96 - $540.60
Q4 2024
Shares 54,550 Value ($000) $27,595 Avg Close $552.89 Range $464.38 - $613.22
Q3 2024
Shares 41,955 Value ($000) $24,530 Avg Close $548.30 Range $469.38 - $588.97
Q2 2024
Shares 40,845 Value ($000) $20,801 Avg Close $473.12 Range $420.98 - $509.52
Q1 2024
Shares 38,120 Value ($000) $18,858 Avg Close $488.97 Range $449.89 - $527.55
Q4 2023
Shares 35,941 Value ($000) $18,922 Avg Close $511.31 Range $481.83 - $533.02
Q3 2023
Shares 35,183 Value ($000) $17,739 Avg Close $469.94 Range $426.58 - $492.38
Q2 2023
Shares 31,651 Value ($000) $15,213 Avg Close $464.88 Range $423.41 - $503.95
Q1 2023
Shares 27,855 Value ($000) $13,164 Avg Close $457.25 Range $434.73 - $497.60
Q4 2022
Shares 11,840 Value ($000) $6,278 Avg Close $500.41 Range $460.31 - $526.71
Q3 2022
Shares 12,854 Value ($000) $6,492 Avg Close $495.09 Range $463.11 - $520.39
Q2 2022
Shares 13,041 Value ($000) $6,699 Avg Close $471.05 Range $423.08 - $518.69
Q1 2022
Shares 12,565 Value ($000) $6,408 Avg Close $451.15 Range $416.63 - $489.25
Q4 2021
Shares 12,194 Value ($000) $6,123 Avg Close $422.19 Range $356.94 - $475.98
Q3 2021
Shares 11,966 Value ($000) $4,679 Avg Close $384.84 Range $363.78 - $400.47
Q2 2021
Shares 11,376 Value ($000) $4,559 Avg Close $369.03 Range $333.51 - $394.04
Q1 2021
Shares 7,824 Value ($000) $2,911 Avg Close $319.66 Range $295.28 - $351.97
Q4 2020
Shares 7,113 Value ($000) $2,495 Avg Close $308.19 Range $275.16 - $337.94
Q3 2020
Shares 6,924 Value ($000) $2,159 Avg Close $281.21 Range $262.60 - $296.87
Q2 2020
Shares 6,662 Value ($000) $1,965 Avg Close $261.11 Range $205.85 - $287.65
Q1 2020
Shares 5,791 Value ($000) $1,444 Avg Close $249.73 Range $170.96 - $278.13
Q4 2019
Shares 3,108 Value ($000) $914 Avg Close $236.60 Range $191.58 - $272.04
Q3 2019
Shares 3,194 Value ($000) $694 Avg Close $217.12 Range $192.52 - $241.58
Q2 2019
Shares 3,366 Value ($000) $821 Avg Close $215.47 Range $186.25 - $227.91
Q1 2019
Shares 8,509 Value ($000) $2,104 Avg Close $227.63 Range $209.12 - $242.99
Q4 2018
Shares 8,452 Value ($000) $2,105 Avg Close $235.05 Range $206.71 - $256.77
Q3 2018
Shares 8,027 Value ($000) $2,136 Avg Close $230.64 Range $216.27 - $241.03
Q2 2018
Shares 7,554 Value ($000) $1,853 Avg Close $212.11 Range $189.47 - $226.77
Q1 2018
Shares 7,357 Value ($000) $1,574 Avg Close $201.13 Range $183.43 - $220.66
Q4 2017
Shares 6,622 Value ($000) $1,460 Avg Close $186.06 Range $163.10 - $203.93
Q3 2017
Shares 6,276 Value ($000) $1,229 Avg Close $168.94 Range $160.62 - $176.05
Q2 2017
Shares 6,058 Value ($000) $1,123 Avg Close $152.68 Range $142.90 - $164.81
Q1 2017
Shares 5,289 Value ($000) $868 Avg Close $142.11 Range $135.29 - $149.76
Q4 2016
Shares 2,716 Value ($000) $435 Avg Close $129.15 Range $114.85 - $142.15
Q3 2016
Shares 2,426 Value ($000) $340 Avg Close $120.51 Range $114.30 - $124.16
Q2 2016
Shares 2,623 Value ($000) $370 Avg Close $114.17 Range $107.16 - $121.44
Q1 2016
Shares 2,623 Value ($000) $338 Avg Close $100.90 Range $91.59 - $112.15
Q4 2015
Shares 2,623 Value ($000) $309 Avg Close $99.29 Range $92.98 - $106.88
Q3 2015
Shares 2,781 Value ($000) $323 Avg Close $101.20 Range $80.24 - $106.60
Q2 2015
Shares 2,701 Value ($000) $330 Avg Close $99.59 Range $93.46 - $104.83
Q1 2015
Shares 2,687 Value ($000) $318 Avg Close $93.18 Range $82.54 - $104.09
Q4 2013
Shares 3,834 Value ($000) $289 Avg Close $59.09 Range $54.82 - $62.30
Q3 2013
Shares 8,232 Value ($000) $589 Avg Close $58.63 Range $52.92 - $62.34
Q2 2013
Shares 8,760 Value ($000) $574 Avg Close $50.75 Range $46.46 - $54.18