UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 29,212 Value ($000) $9,643 Avg Close $337.21 Range $302.50 - $378.46
Q3 2025
Shares 28,297 Value ($000) $9,771 Avg Close $298.94 Range $231.57 - $357.63
Q2 2025
Shares 28,042 Value ($000) $8,748 Avg Close $374.94 Range $243.94 - $594.32
Q1 2025
Shares 50,243 Value ($000) $26,315 Avg Close $499.48 Range $427.96 - $540.60
Q4 2024
Shares 20,522 Value ($000) $10,381 Avg Close $552.89 Range $464.38 - $613.22
Q3 2024
Shares 12,089 Value ($000) $7,068 Avg Close $548.30 Range $469.38 - $588.97
Q2 2024
Shares 12,553 Value ($000) $6,393 Avg Close $473.12 Range $420.98 - $509.52
Q1 2024
Shares 11,193 Value ($000) $5,537 Avg Close $488.97 Range $449.89 - $527.55
Q4 2023
Shares 9,710 Value ($000) $5,112 Avg Close $511.31 Range $481.83 - $533.02
Q3 2023
Shares 5,088 Value ($000) $2,565 Avg Close $469.94 Range $426.58 - $492.38
Q2 2023
Shares 4,681 Value ($000) $2,250 Avg Close $464.88 Range $423.41 - $503.95
Q1 2023
Shares 4,560 Value ($000) $2,155 Avg Close $457.25 Range $434.73 - $497.60
Q4 2022
Shares 4,490 Value ($000) $2,380 Avg Close $500.41 Range $460.31 - $526.71
Q3 2022
Shares 4,629 Value ($000) $2,338 Avg Close $495.09 Range $463.11 - $520.39
Q2 2022
Shares 4,516 Value ($000) $2,319 Avg Close $471.05 Range $423.08 - $518.69
Q1 2022
Shares 4,114 Value ($000) $2,098 Avg Close $451.15 Range $416.63 - $489.25
Q4 2021
Shares 4,117 Value ($000) $1,968 Avg Close $422.19 Range $356.94 - $475.98
Q3 2021
Shares 3,980 Value ($000) $1,821 Avg Close $384.84 Range $363.78 - $400.47
Q2 2021
Shares 3,874 Value ($000) $1,587 Avg Close $369.03 Range $333.51 - $394.04
Q1 2021
Shares 3,885 Value ($000) $1,588 Avg Close $319.66 Range $295.28 - $351.97
Q4 2020
Shares 3,652 Value ($000) $1,216 Avg Close $308.19 Range $275.16 - $337.94
Q3 2020
Shares 3,856 Value ($000) $1,177 Avg Close $281.21 Range $262.60 - $296.87
Q2 2020
Shares 3,918 Value ($000) $1,260 Avg Close $261.11 Range $205.85 - $287.65
Q1 2020
Shares 3,865 Value ($000) $964 Avg Close $249.73 Range $170.96 - $278.13
Q4 2019
Shares 3,495 Value ($000) $1,022 Avg Close $236.60 Range $191.58 - $272.04
Q3 2019
Shares 3,518 Value ($000) $765 Avg Close $217.12 Range $192.52 - $241.58
Q2 2019
Shares 3,612 Value ($000) $881 Avg Close $215.47 Range $186.25 - $227.91
Q1 2019
Shares 3,547 Value ($000) $877 Avg Close $227.63 Range $209.12 - $242.99
Q4 2018
Shares 3,463 Value ($000) $863 Avg Close $235.05 Range $206.71 - $256.77
Q3 2018
Shares 6,164 Value ($000) $1,640 Avg Close $230.64 Range $216.27 - $241.03
Q2 2018
Shares 6,164 Value ($000) $1,512 Avg Close $212.11 Range $189.47 - $226.77
Q1 2018
Shares 5,863 Value ($000) $1,255 Avg Close $201.13 Range $183.43 - $220.66
Q4 2017
Shares 7,790 Value ($000) $1,717 Avg Close $186.06 Range $163.10 - $203.93
Q3 2017
Shares 4,474 Value ($000) $876 Avg Close $168.94 Range $160.62 - $176.05
Q2 2017
Shares 4,591 Value ($000) $851 Avg Close $152.68 Range $142.90 - $164.81
Q1 2017
Shares 4,499 Value ($000) $738 Avg Close $142.11 Range $135.29 - $149.76
Q4 2016
Shares 1,892 Value ($000) $303 Avg Close $129.15 Range $114.85 - $142.15
Q4 2015
Shares 3,800 Value ($000) $447 Avg Close $99.29 Range $92.98 - $106.88
Q3 2015
Shares 294 Value ($000) $34 Avg Close $101.20 Range $80.24 - $106.60
Q3 2014
Shares 378 Value ($000) $33 Avg Close $70.34 Range $65.48 - $74.09
Q2 2014
Shares 378 Value ($000) $31 Avg Close $65.19 Range $60.93 - $68.74
Q1 2014
Shares 378 Value ($000) $31 Avg Close $62.13 Range $57.38 - $68.96
Q4 2013
Shares 3,378 Value ($000) $254 Avg Close $59.09 Range $54.82 - $62.30
Q3 2013
Shares 3,000 Value ($000) $215 Avg Close $58.63 Range $52.92 - $62.34