UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Heritage Trust Co's Holding History (CIK: 0001706028)

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

Q4 2025

Shares 28,263 Value ($000) $9,330 Avg Close $337.21 Range $302.50 - $378.46

Q3 2025

Shares 27,458 Value ($000) $9,481 Avg Close $298.94 Range $231.57 - $357.63

Q2 2025

Shares 27,116 Value ($000) $8,459 Avg Close $374.94 Range $243.94 - $594.32

Q1 2025

Shares 26,880 Value ($000) $14,078 Avg Close $499.48 Range $427.96 - $540.60

Q4 2024

Shares 27,342 Value ($000) $13,831 Avg Close $552.89 Range $464.38 - $613.22

Q2 2024

Shares 26,073 Value ($000) $13,278 Avg Close $473.12 Range $420.98 - $509.52

Q1 2024

Shares 25,930 Value ($000) $12,828 Avg Close $488.97 Range $449.89 - $527.55

Q4 2023

Shares 25,428 Value ($000) $13,387 Avg Close $511.31 Range $481.83 - $533.02

Q3 2023

Shares 25,516 Value ($000) $12,865 Avg Close $469.94 Range $426.58 - $492.38

Q2 2023

Shares 25,244 Value ($000) $12,133 Avg Close $464.88 Range $423.41 - $503.95

Q1 2023

Shares 24,359 Value ($000) $11,512 Avg Close $457.25 Range $434.73 - $497.60

Q4 2022

Shares 24,577 Value ($000) $13,030 Avg Close $500.41 Range $460.31 - $526.71

Q3 2022

Shares 24,824 Value ($000) $12,538 Avg Close $495.09 Range $463.11 - $520.39

Q2 2022

Shares 25,553 Value ($000) $13,126 Avg Close $471.05 Range $423.08 - $518.69

Q1 2022

Shares 25,790 Value ($000) $13,152 Avg Close $451.15 Range $416.63 - $489.25

Q4 2021

Shares 25,465 Value ($000) $12,787 Avg Close $422.19 Range $356.94 - $475.98

Q3 2021

Shares 25,511 Value ($000) $9,969 Avg Close $384.84 Range $363.78 - $400.47

Q2 2021

Shares 25,172 Value ($000) $10,080 Avg Close $369.03 Range $333.51 - $394.04

Q1 2021

Shares 26,077 Value ($000) $9,702 Avg Close $319.66 Range $295.28 - $351.97

Q4 2020

Shares 26,456 Value ($000) $9,278 Avg Close $308.19 Range $275.16 - $337.94

Q3 2020

Shares 26,861 Value ($000) $8,374 Avg Close $281.21 Range $262.60 - $296.87

Q2 2020

Shares 30,557 Value ($000) $9,013 Avg Close $261.11 Range $205.85 - $287.65

Q1 2020

Shares 31,165 Value ($000) $7,773 Avg Close $249.73 Range $170.96 - $278.13

Q4 2019

Shares 33,082 Value ($000) $9,726 Avg Close $236.60 Range $191.58 - $272.04

Q3 2019

Shares 33,394 Value ($000) $7,257 Avg Close $217.12 Range $192.52 - $241.58

Q2 2019

Shares 33,507 Value ($000) $8,176 Avg Close $215.47 Range $186.25 - $227.91

Q1 2019

Shares 33,149 Value ($000) $8,196 Avg Close $227.63 Range $209.12 - $242.99

Q4 2018

Shares 3,150 Value ($000) $785 Avg Close $235.05 Range $206.71 - $256.77

Q3 2018

Shares 3,150 Value ($000) $838 Avg Close $230.64 Range $216.27 - $241.03

Q2 2018

Shares 3,150 Value ($000) $773 Avg Close $212.11 Range $189.47 - $226.77

Q1 2018

Shares 3,150 Value ($000) $674 Avg Close $201.13 Range $183.43 - $220.66

Q4 2017

Shares 3,187 Value ($000) $703 Avg Close $186.06 Range $163.10 - $203.93

Q3 2017

Shares 3,187 Value ($000) $624 Avg Close $168.94 Range $160.62 - $176.05

Q2 2017

Shares 3,168 Value ($000) $587 Avg Close $152.68 Range $142.90 - $164.81

Q1 2017

Shares 3,168 Value ($000) $520 Avg Close $142.11 Range $135.29 - $149.76

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	28,263	$9,330	$337.21	$302.50 - $378.46
Q3 2025	27,458	$9,481	$298.94	$231.57 - $357.63
Q2 2025	27,116	$8,459	$374.94	$243.94 - $594.32
Q1 2025	26,880	$14,078	$499.48	$427.96 - $540.60
Q4 2024	27,342	$13,831	$552.89	$464.38 - $613.22
Q2 2024	26,073	$13,278	$473.12	$420.98 - $509.52
Q1 2024	25,930	$12,828	$488.97	$449.89 - $527.55
Q4 2023	25,428	$13,387	$511.31	$481.83 - $533.02
Q3 2023	25,516	$12,865	$469.94	$426.58 - $492.38
Q2 2023	25,244	$12,133	$464.88	$423.41 - $503.95
Q1 2023	24,359	$11,512	$457.25	$434.73 - $497.60
Q4 2022	24,577	$13,030	$500.41	$460.31 - $526.71
Q3 2022	24,824	$12,538	$495.09	$463.11 - $520.39
Q2 2022	25,553	$13,126	$471.05	$423.08 - $518.69
Q1 2022	25,790	$13,152	$451.15	$416.63 - $489.25
Q4 2021	25,465	$12,787	$422.19	$356.94 - $475.98
Q3 2021	25,511	$9,969	$384.84	$363.78 - $400.47
Q2 2021	25,172	$10,080	$369.03	$333.51 - $394.04
Q1 2021	26,077	$9,702	$319.66	$295.28 - $351.97
Q4 2020	26,456	$9,278	$308.19	$275.16 - $337.94
Q3 2020	26,861	$8,374	$281.21	$262.60 - $296.87
Q2 2020	30,557	$9,013	$261.11	$205.85 - $287.65
Q1 2020	31,165	$7,773	$249.73	$170.96 - $278.13
Q4 2019	33,082	$9,726	$236.60	$191.58 - $272.04
Q3 2019	33,394	$7,257	$217.12	$192.52 - $241.58
Q2 2019	33,507	$8,176	$215.47	$186.25 - $227.91
Q1 2019	33,149	$8,196	$227.63	$209.12 - $242.99
Q4 2018	3,150	$785	$235.05	$206.71 - $256.77
Q3 2018	3,150	$838	$230.64	$216.27 - $241.03
Q2 2018	3,150	$773	$212.11	$189.47 - $226.77
Q1 2018	3,150	$674	$201.13	$183.43 - $220.66
Q4 2017	3,187	$703	$186.06	$163.10 - $203.93
Q3 2017	3,187	$624	$168.94	$160.62 - $176.05
Q2 2017	3,168	$587	$152.68	$142.90 - $164.81
Q1 2017	3,168	$520	$142.11	$135.29 - $149.76