UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Holistic Financial Partners's Holding History (CIK: 0001729304)

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

Q4 2025

Shares 1,414 Value ($000) $467 Avg Close $337.21 Range $302.50 - $378.46

Q3 2025

Shares 1,685 Value ($000) $582 Avg Close $298.94 Range $231.57 - $357.63

Q2 2025

Shares 1,345 Value ($000) $420 Avg Close $374.94 Range $243.94 - $594.32

Q1 2025

Shares 1,068 Value ($000) $559 Avg Close $499.48 Range $427.96 - $540.60

Q4 2024

Shares 1,035 Value ($000) $524 Avg Close $552.89 Range $464.38 - $613.22

Q3 2024

Shares 886 Value ($000) $518 Avg Close $548.30 Range $469.38 - $588.97

Q2 2024

Shares 1,024 Value ($000) $521 Avg Close $473.12 Range $420.98 - $509.52

Q1 2024

Shares 1,250 Value ($000) $618 Avg Close $488.97 Range $449.89 - $527.55

Q4 2023

Shares 1,283 Value ($000) $675 Avg Close $511.31 Range $481.83 - $533.02

Q3 2023

Shares 1,208 Value ($000) $609 Avg Close $469.94 Range $426.58 - $492.38

Q2 2023

Shares 1,237 Value ($000) $595 Avg Close $464.88 Range $423.41 - $503.95

Q1 2023

Shares 1,310 Value ($000) $619 Avg Close $457.25 Range $434.73 - $497.60

Q4 2022

Shares 1,178 Value ($000) $625 Avg Close $500.41 Range $460.31 - $526.71

Q3 2022

Shares 1,036 Value ($000) $523 Avg Close $495.09 Range $463.11 - $520.39

Q2 2022

Shares 1,014 Value ($000) $521 Avg Close $471.05 Range $423.08 - $518.69

Q1 2022

Shares 1,071 Value ($000) $546 Avg Close $451.15 Range $416.63 - $489.25

Q4 2021

Shares 991 Value ($000) $498 Avg Close $422.19 Range $356.94 - $475.98

Q3 2021

Shares 1,005 Value ($000) $393 Avg Close $384.84 Range $363.78 - $400.47

Q2 2021

Shares 1,011 Value ($000) $405 Avg Close $369.03 Range $333.51 - $394.04

Q1 2021

Shares 989 Value ($000) $368 Avg Close $319.66 Range $295.28 - $351.97

Q4 2020

Shares 1,087 Value ($000) $381 Avg Close $308.19 Range $275.16 - $337.94

Q3 2020

Shares 1,083 Value ($000) $336 Avg Close $281.21 Range $262.60 - $296.87

Q2 2020

Shares 855 Value ($000) $252 Avg Close $261.11 Range $205.85 - $287.65

Q4 2019

Shares 791 Value ($000) $233 Avg Close $236.60 Range $191.58 - $272.04

Q1 2018

Shares 86 Value ($000) $18 Avg Close $201.13 Range $183.43 - $220.66

Q4 2017

Shares 112 Value ($000) $25 Avg Close $186.06 Range $163.10 - $203.93

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,414	$467	$337.21	$302.50 - $378.46
Q3 2025	1,685	$582	$298.94	$231.57 - $357.63
Q2 2025	1,345	$420	$374.94	$243.94 - $594.32
Q1 2025	1,068	$559	$499.48	$427.96 - $540.60
Q4 2024	1,035	$524	$552.89	$464.38 - $613.22
Q3 2024	886	$518	$548.30	$469.38 - $588.97
Q2 2024	1,024	$521	$473.12	$420.98 - $509.52
Q1 2024	1,250	$618	$488.97	$449.89 - $527.55
Q4 2023	1,283	$675	$511.31	$481.83 - $533.02
Q3 2023	1,208	$609	$469.94	$426.58 - $492.38
Q2 2023	1,237	$595	$464.88	$423.41 - $503.95
Q1 2023	1,310	$619	$457.25	$434.73 - $497.60
Q4 2022	1,178	$625	$500.41	$460.31 - $526.71
Q3 2022	1,036	$523	$495.09	$463.11 - $520.39
Q2 2022	1,014	$521	$471.05	$423.08 - $518.69
Q1 2022	1,071	$546	$451.15	$416.63 - $489.25
Q4 2021	991	$498	$422.19	$356.94 - $475.98
Q3 2021	1,005	$393	$384.84	$363.78 - $400.47
Q2 2021	1,011	$405	$369.03	$333.51 - $394.04
Q1 2021	989	$368	$319.66	$295.28 - $351.97
Q4 2020	1,087	$381	$308.19	$275.16 - $337.94
Q3 2020	1,083	$336	$281.21	$262.60 - $296.87
Q2 2020	855	$252	$261.11	$205.85 - $287.65
Q4 2019	791	$233	$236.60	$191.58 - $272.04
Q1 2018	86	$18	$201.13	$183.43 - $220.66
Q4 2017	112	$25	$186.06	$163.10 - $203.93