UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Summit Trail Advisors, LLC's Holding History (CIK: 0001698478)

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

Q4 2025

Shares 22,399 Value ($000) $7,394 Avg Close $337.21 Range $302.50 - $378.46

Q3 2025

Shares 28,132 Value ($000) $9,714 Avg Close $298.94 Range $231.57 - $357.63

Q2 2025

Shares 18,378 Value ($000) $5,733 Avg Close $374.94 Range $243.94 - $594.32

Q1 2025

Shares 19,662 Value ($000) $10,298 Avg Close $499.48 Range $427.96 - $540.60

Q4 2024

Shares 16,003 Value ($000) $8,095 Avg Close $552.89 Range $464.38 - $613.22

Q3 2024

Shares 13,631 Value ($000) $7,970 Avg Close $548.30 Range $469.38 - $588.97

Q2 2024

Shares 12,008 Value ($000) $6,115 Avg Close $473.12 Range $420.98 - $509.52

Q1 2024

Shares 9,009 Value ($000) $4,457 Avg Close $488.97 Range $449.89 - $527.55

Q4 2023

Shares 8,108 Value ($000) $4,269 Avg Close $511.31 Range $481.83 - $533.02

Q3 2023

Shares 7,872 Value ($000) $3,969 Avg Close $469.94 Range $426.58 - $492.38

Q2 2023

Shares 8,468 Value ($000) $4,070 Avg Close $464.88 Range $423.41 - $503.95

Q1 2023

Shares 5,590 Value ($000) $2,642 Avg Close $457.25 Range $434.73 - $497.60

Q4 2022

Shares 5,181 Value ($000) $2,747 Avg Close $500.41 Range $460.31 - $526.71

Q3 2022

Shares 3,461 Value ($000) $1,748 Avg Close $495.09 Range $463.11 - $520.39

Q2 2022

Shares 3,020 Value ($000) $1,551 Avg Close $471.05 Range $423.08 - $518.69

Q1 2022

Shares 1,794 Value ($000) $915 Avg Close $451.15 Range $416.63 - $489.25

Q4 2021

Shares 1,334 Value ($000) $670 Avg Close $422.19 Range $356.94 - $475.98

Q3 2021

Shares 1,058 Value ($000) $413 Avg Close $384.84 Range $363.78 - $400.47

Q2 2021

Shares 874 Value ($000) $350 Avg Close $369.03 Range $333.51 - $394.04

Q1 2021

Shares 852 Value ($000) $317 Avg Close $319.66 Range $295.28 - $351.97

Q4 2020

Shares 953 Value ($000) $334 Avg Close $308.19 Range $275.16 - $337.94

Q3 2020

Shares 2,203 Value ($000) $781 Avg Close $281.21 Range $262.60 - $296.87

Q2 2020

Shares 1,118 Value ($000) $330 Avg Close $261.11 Range $205.85 - $287.65

Q4 2019

Shares 1,125 Value ($000) $331 Avg Close $236.60 Range $191.58 - $272.04

Q4 2018

Shares 2,696 Value ($000) $672 Avg Close $235.05 Range $206.71 - $256.77

Q3 2018

Shares 26,571 Value ($000) $7,069 Avg Close $230.64 Range $216.27 - $241.03

Q2 2018

Shares 5,409 Value ($000) $1,327 Avg Close $212.11 Range $189.47 - $226.77

Q1 2018

Shares 38,541 Value ($000) $6,228 Avg Close $201.13 Range $183.43 - $220.66

Q4 2017

Shares 32,126 Value ($000) $7,702 Avg Close $186.06 Range $163.10 - $203.93

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	22,399	$7,394	$337.21	$302.50 - $378.46
Q3 2025	28,132	$9,714	$298.94	$231.57 - $357.63
Q2 2025	18,378	$5,733	$374.94	$243.94 - $594.32
Q1 2025	19,662	$10,298	$499.48	$427.96 - $540.60
Q4 2024	16,003	$8,095	$552.89	$464.38 - $613.22
Q3 2024	13,631	$7,970	$548.30	$469.38 - $588.97
Q2 2024	12,008	$6,115	$473.12	$420.98 - $509.52
Q1 2024	9,009	$4,457	$488.97	$449.89 - $527.55
Q4 2023	8,108	$4,269	$511.31	$481.83 - $533.02
Q3 2023	7,872	$3,969	$469.94	$426.58 - $492.38
Q2 2023	8,468	$4,070	$464.88	$423.41 - $503.95
Q1 2023	5,590	$2,642	$457.25	$434.73 - $497.60
Q4 2022	5,181	$2,747	$500.41	$460.31 - $526.71
Q3 2022	3,461	$1,748	$495.09	$463.11 - $520.39
Q2 2022	3,020	$1,551	$471.05	$423.08 - $518.69
Q1 2022	1,794	$915	$451.15	$416.63 - $489.25
Q4 2021	1,334	$670	$422.19	$356.94 - $475.98
Q3 2021	1,058	$413	$384.84	$363.78 - $400.47
Q2 2021	874	$350	$369.03	$333.51 - $394.04
Q1 2021	852	$317	$319.66	$295.28 - $351.97
Q4 2020	953	$334	$308.19	$275.16 - $337.94
Q3 2020	2,203	$781	$281.21	$262.60 - $296.87
Q2 2020	1,118	$330	$261.11	$205.85 - $287.65
Q4 2019	1,125	$331	$236.60	$191.58 - $272.04
Q4 2018	2,696	$672	$235.05	$206.71 - $256.77
Q3 2018	26,571	$7,069	$230.64	$216.27 - $241.03
Q2 2018	5,409	$1,327	$212.11	$189.47 - $226.77
Q1 2018	38,541	$6,228	$201.13	$183.43 - $220.66
Q4 2017	32,126	$7,702	$186.06	$163.10 - $203.93