UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Tortoise Investment Management, LLC's Holding History (CIK: 0001599511)

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

Q3 2025
Shares 362 Value ($000) $125 Avg Close $298.94 Range $231.57 - $357.63
Q2 2025
Shares 375 Value ($000) $117 Avg Close $374.94 Range $243.94 - $594.32
Q1 2025
Shares 375 Value ($000) $196 Avg Close $499.48 Range $427.96 - $540.60
Q4 2024
Shares 657 Value ($000) $332 Avg Close $552.89 Range $464.38 - $613.22
Q3 2024
Shares 611 Value ($000) $357 Avg Close $548.30 Range $469.38 - $588.97
Q2 2024
Shares 490 Value ($000) $250 Avg Close $473.12 Range $420.98 - $509.52
Q1 2024
Shares 503 Value ($000) $249 Avg Close $488.97 Range $449.89 - $527.55
Q4 2023
Shares 483 Value ($000) $254 Avg Close $511.31 Range $481.83 - $533.02
Q3 2023
Shares 360 Value ($000) $182 Avg Close $469.94 Range $426.58 - $492.38
Q2 2023
Shares 350 Value ($000) $168 Avg Close $464.88 Range $423.41 - $503.95
Q1 2023
Shares 331 Value ($000) $156 Avg Close $457.25 Range $434.73 - $497.60
Q4 2022
Shares 325 Value ($000) $172 Avg Close $500.41 Range $460.31 - $526.71
Q3 2022
Shares 680 Value ($000) $343 Avg Close $495.09 Range $463.11 - $520.39
Q2 2022
Shares 303 Value ($000) $156 Avg Close $471.05 Range $423.08 - $518.69
Q1 2022
Shares 65 Value ($000) $33 Avg Close $451.15 Range $416.63 - $489.25
Q4 2021
Shares 65 Value ($000) $33 Avg Close $422.19 Range $356.94 - $475.98
Q3 2021
Shares 42 Value ($000) $16 Avg Close $384.84 Range $363.78 - $400.47
Q2 2021
Shares 42 Value ($000) $17 Avg Close $369.03 Range $333.51 - $394.04
Q1 2021
Shares 42 Value ($000) $16 Avg Close $319.66 Range $295.28 - $351.97
Q4 2020
Shares 42 Value ($000) $15 Avg Close $308.19 Range $275.16 - $337.94
Q3 2020
Shares 18 Value ($000) $6 Avg Close $281.21 Range $262.60 - $296.87
Q2 2020
Shares 308 Value ($000) $91 Avg Close $261.11 Range $205.85 - $287.65
Q1 2020
Shares 4,126 Value ($000) $1,029 Avg Close $249.73 Range $170.96 - $278.13
Q4 2019
Shares 4,176 Value ($000) $1,228 Avg Close $236.60 Range $191.58 - $272.04
Q3 2019
Shares 4,426 Value ($000) $962 Avg Close $217.12 Range $192.52 - $241.58
Q2 2019
Shares 4,508 Value ($000) $1,100 Avg Close $215.47 Range $186.25 - $227.91
Q1 2019
Shares 4,508 Value ($000) $1,115 Avg Close $227.63 Range $209.12 - $242.99
Q4 2018
Shares 5,061 Value ($000) $1,261 Avg Close $235.05 Range $206.71 - $256.77
Q3 2018
Shares 5,308 Value ($000) $1,412 Avg Close $230.64 Range $216.27 - $241.03
Q2 2018
Shares 5,308 Value ($000) $1,302 Avg Close $212.11 Range $189.47 - $226.77
Q1 2018
Shares 5,308 Value ($000) $1,136 Avg Close $201.13 Range $183.43 - $220.66
Q4 2017
Shares 5,518 Value ($000) $1,216 Avg Close $186.06 Range $163.10 - $203.93
Q3 2017
Shares 5,500 Value ($000) $1,077 Avg Close $168.94 Range $160.62 - $176.05
Q2 2017
Shares 5,500 Value ($000) $1,020 Avg Close $152.68 Range $142.90 - $164.81
Q1 2017
Shares 5,500 Value ($000) $902 Avg Close $142.11 Range $135.29 - $149.76
Q4 2016
Shares 5,900 Value ($000) $944 Avg Close $129.15 Range $114.85 - $142.15
Q3 2016
Shares 6,365 Value ($000) $891 Avg Close $120.51 Range $114.30 - $124.16
Q2 2016
Shares 6,365 Value ($000) $899 Avg Close $114.17 Range $107.16 - $121.44
Q1 2016
Shares 6,365 Value ($000) $820 Avg Close $100.90 Range $91.59 - $112.15
Q4 2015
Shares 6,365 Value ($000) $749 Avg Close $99.29 Range $92.98 - $106.88
Q3 2015
Shares 6,365 Value ($000) $738 Avg Close $101.20 Range $80.24 - $106.60
Q2 2015
Shares 6,365 Value ($000) $777 Avg Close $99.59 Range $93.46 - $104.83
Q1 2015
Shares 6,365 Value ($000) $753 Avg Close $93.18 Range $82.54 - $104.09
Q4 2014
Shares 6,365 Value ($000) $643 Avg Close $79.25 Range $67.41 - $87.18
Q3 2014
Shares 6,365 Value ($000) $549 Avg Close $70.34 Range $65.48 - $74.09
Q2 2014
Shares 6,365 Value ($000) $520 Avg Close $65.19 Range $60.93 - $68.74
Q1 2014
Shares 6,365 Value ($000) $522 Avg Close $62.13 Range $57.38 - $68.96
Q4 2013
Shares 6,365 Value ($000) $479 Avg Close $59.09 Range $54.82 - $62.30
Q3 2013
Shares 6,365 Value ($000) $456 Avg Close $58.63 Range $52.92 - $62.34
Q2 2013
Shares 6,365 Value ($000) $417 Avg Close $50.75 Range $46.46 - $54.18
Q1 2013
Shares 6,365 Value ($000) $364 Avg Close $44.59 Range $41.69 - $47.29
Q4 2012
Shares 6,365 Value ($000) $345 Avg Close — Range —