UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2025

Shares 52,576 Value ($000) $17,356 Avg Close $337.21 Range $302.50 - $378.46

Q3 2025

Shares 119,660 Value ($000) $41,320 Avg Close $298.94 Range $231.57 - $357.63

Q2 2025

Shares 117,723 Value ($000) $36,726 Avg Close $374.94 Range $243.94 - $594.32

Q1 2025

Shares 163,591 Value ($000) $85,682 Avg Close $499.48 Range $427.96 - $540.60

Q4 2024

Shares 150,041 Value ($000) $75,900 Avg Close $552.89 Range $464.38 - $613.22

Q3 2024

Shares 125,972 Value ($000) $73,654 Avg Close $548.30 Range $469.38 - $588.97

Q2 2024

Shares 123,133 Value ($000) $62,707 Avg Close $473.12 Range $420.98 - $509.52

Q1 2024

Shares 92,138 Value ($000) $45,581 Avg Close $488.97 Range $449.89 - $527.55

Q4 2023

Shares 154,430 Value ($000) $77,709 Avg Close $511.31 Range $481.83 - $533.02

Q3 2023

Shares 146,780 Value ($000) $74,005 Avg Close $469.94 Range $426.58 - $492.38

Q2 2023

Shares 133,276 Value ($000) $64,058 Avg Close $464.88 Range $423.41 - $503.95

Q1 2023

Shares 124,982 Value ($000) $59,065 Avg Close $457.25 Range $434.73 - $497.60

Q4 2022

Shares 111,766 Value ($000) $59,256 Avg Close $500.41 Range $460.31 - $526.71

Q3 2022

Shares 99,237 Value ($000) $50,119 Avg Close $495.09 Range $463.11 - $520.39

Q2 2022

Shares 92,434 Value ($000) $47,477 Avg Close $471.05 Range $423.08 - $518.69

Q1 2022

Shares 88,049 Value ($000) $44,902 Avg Close $451.15 Range $416.63 - $489.25

Q4 2021

Shares 76,761 Value ($000) $38,545 Avg Close $422.19 Range $356.94 - $475.98

Q3 2021

Shares 65,518 Value ($000) $25,600 Avg Close $384.84 Range $363.78 - $400.47

Q2 2021

Shares 62,595 Value ($000) $25,065 Avg Close $369.03 Range $333.51 - $394.04

Q1 2021

Shares 64,215 Value ($000) $23,892 Avg Close $319.66 Range $295.28 - $351.97

Q4 2020

Shares 73,419 Value ($000) $25,747 Avg Close $308.19 Range $275.16 - $337.94

Q3 2020

Shares 76,288 Value ($000) $23,784 Avg Close $281.21 Range $262.60 - $296.87

Q2 2020

Shares 68,239 Value ($000) $20,127 Avg Close $261.11 Range $205.85 - $287.65

Q1 2020

Shares 56,433 Value ($000) $14,073 Avg Close $249.73 Range $170.96 - $278.13

Q4 2019

Shares 52,490 Value ($000) $15,431 Avg Close $236.60 Range $191.58 - $272.04

Q3 2019

Shares 41,242 Value ($000) $8,963 Avg Close $217.12 Range $192.52 - $241.58

Q2 2019

Shares 44,485 Value ($000) $10,855 Avg Close $215.47 Range $186.25 - $227.91

Q1 2019

Shares 24,386 Value ($000) $6,030 Avg Close $227.63 Range $209.12 - $242.99

Q4 2018

Shares 17,120 Value ($000) $4,265 Avg Close $235.05 Range $206.71 - $256.77

Q3 2018

Shares 14,394 Value ($000) $3,829 Avg Close $230.64 Range $216.27 - $241.03

Q2 2018

Shares 11,107 Value ($000) $2,725 Avg Close $212.11 Range $189.47 - $226.77

Q1 2018

Shares 9,115 Value ($000) $1,951 Avg Close $201.13 Range $183.43 - $220.66

Q4 2017

Shares 8,658 Value ($000) $1,909 Avg Close $186.06 Range $163.10 - $203.93

Q3 2017

Shares 5,421 Value ($000) $1,062 Avg Close $168.94 Range $160.62 - $176.05

Q2 2017

Shares 4,981 Value ($000) $924 Avg Close $152.68 Range $142.90 - $164.81

Q1 2017

Shares 3,757 Value ($000) $616 Avg Close $142.11 Range $135.29 - $149.76

Q4 2016

Shares 3,366 Value ($000) $539 Avg Close $129.15 Range $114.85 - $142.15

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	52,576	$17,356	$337.21	$302.50 - $378.46
Q3 2025	119,660	$41,320	$298.94	$231.57 - $357.63
Q2 2025	117,723	$36,726	$374.94	$243.94 - $594.32
Q1 2025	163,591	$85,682	$499.48	$427.96 - $540.60
Q4 2024	150,041	$75,900	$552.89	$464.38 - $613.22
Q3 2024	125,972	$73,654	$548.30	$469.38 - $588.97
Q2 2024	123,133	$62,707	$473.12	$420.98 - $509.52
Q1 2024	92,138	$45,581	$488.97	$449.89 - $527.55
Q4 2023	154,430	$77,709	$511.31	$481.83 - $533.02
Q3 2023	146,780	$74,005	$469.94	$426.58 - $492.38
Q2 2023	133,276	$64,058	$464.88	$423.41 - $503.95
Q1 2023	124,982	$59,065	$457.25	$434.73 - $497.60
Q4 2022	111,766	$59,256	$500.41	$460.31 - $526.71
Q3 2022	99,237	$50,119	$495.09	$463.11 - $520.39
Q2 2022	92,434	$47,477	$471.05	$423.08 - $518.69
Q1 2022	88,049	$44,902	$451.15	$416.63 - $489.25
Q4 2021	76,761	$38,545	$422.19	$356.94 - $475.98
Q3 2021	65,518	$25,600	$384.84	$363.78 - $400.47
Q2 2021	62,595	$25,065	$369.03	$333.51 - $394.04
Q1 2021	64,215	$23,892	$319.66	$295.28 - $351.97
Q4 2020	73,419	$25,747	$308.19	$275.16 - $337.94
Q3 2020	76,288	$23,784	$281.21	$262.60 - $296.87
Q2 2020	68,239	$20,127	$261.11	$205.85 - $287.65
Q1 2020	56,433	$14,073	$249.73	$170.96 - $278.13
Q4 2019	52,490	$15,431	$236.60	$191.58 - $272.04
Q3 2019	41,242	$8,963	$217.12	$192.52 - $241.58
Q2 2019	44,485	$10,855	$215.47	$186.25 - $227.91
Q1 2019	24,386	$6,030	$227.63	$209.12 - $242.99
Q4 2018	17,120	$4,265	$235.05	$206.71 - $256.77
Q3 2018	14,394	$3,829	$230.64	$216.27 - $241.03
Q2 2018	11,107	$2,725	$212.11	$189.47 - $226.77
Q1 2018	9,115	$1,951	$201.13	$183.43 - $220.66
Q4 2017	8,658	$1,909	$186.06	$163.10 - $203.93
Q3 2017	5,421	$1,062	$168.94	$160.62 - $176.05
Q2 2017	4,981	$924	$152.68	$142.90 - $164.81
Q1 2017	3,757	$616	$142.11	$135.29 - $149.76
Q4 2016	3,366	$539	$129.15	$114.85 - $142.15