UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Monte Financial Group, LLC's Holding History (CIK: 0001755651)

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

Q4 2025

Shares 2,845 Value ($000) $939 Avg Close $337.21 Range $302.50 - $378.46

Q3 2025

Shares 2,848 Value ($000) $983 Avg Close $298.94 Range $231.57 - $357.63

Q2 2025

Shares 4,570 Value ($000) $1,426 Avg Close $374.94 Range $243.94 - $594.32

Q1 2025

Shares 4,409 Value ($000) $2,002 Avg Close $499.48 Range $427.96 - $540.60

Q4 2024

Shares 4,370 Value ($000) $2,211 Avg Close $552.89 Range $464.38 - $613.22

Q3 2024

Shares 4,387 Value ($000) $2,565 Avg Close $548.30 Range $469.38 - $588.97

Q2 2024

Shares 4,870 Value ($000) $2,480 Avg Close $473.12 Range $420.98 - $509.52

Q1 2024

Shares 4,789 Value ($000) $2,369 Avg Close $488.97 Range $449.89 - $527.55

Q4 2023

Shares 4,725 Value ($000) $2,488 Avg Close $511.31 Range $481.83 - $533.02

Q3 2023

Shares 4,758 Value ($000) $2,399 Avg Close $469.94 Range $426.58 - $492.38

Q2 2023

Shares 4,770 Value ($000) $2,292 Avg Close $464.88 Range $423.41 - $503.95

Q1 2023

Shares 4,693 Value ($000) $2,218 Avg Close $457.25 Range $434.73 - $497.60

Q4 2022

Shares 1,430 Value ($000) $758 Avg Close $500.41 Range $460.31 - $526.71

Q3 2022

Shares 1,438 Value ($000) $726 Avg Close $495.09 Range $463.11 - $520.39

Q2 2022

Shares 1,625 Value ($000) $835 Avg Close $471.05 Range $423.08 - $518.69

Q1 2022

Shares 1,613 Value ($000) $823 Avg Close $451.15 Range $416.63 - $489.25

Q4 2021

Shares 2,424 Value ($000) $1,217 Avg Close $422.19 Range $356.94 - $475.98

Q3 2021

Shares 2,526 Value ($000) $987 Avg Close $384.84 Range $363.78 - $400.47

Q2 2021

Shares 2,509 Value ($000) $1,005 Avg Close $369.03 Range $333.51 - $394.04

Q1 2021

Shares 2,535 Value ($000) $943 Avg Close $319.66 Range $295.28 - $351.97

Q4 2020

Shares 2,569 Value ($000) $901 Avg Close $308.19 Range $275.16 - $337.94

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,845	$939	$337.21	$302.50 - $378.46
Q3 2025	2,848	$983	$298.94	$231.57 - $357.63
Q2 2025	4,570	$1,426	$374.94	$243.94 - $594.32
Q1 2025	4,409	$2,002	$499.48	$427.96 - $540.60
Q4 2024	4,370	$2,211	$552.89	$464.38 - $613.22
Q3 2024	4,387	$2,565	$548.30	$469.38 - $588.97
Q2 2024	4,870	$2,480	$473.12	$420.98 - $509.52
Q1 2024	4,789	$2,369	$488.97	$449.89 - $527.55
Q4 2023	4,725	$2,488	$511.31	$481.83 - $533.02
Q3 2023	4,758	$2,399	$469.94	$426.58 - $492.38
Q2 2023	4,770	$2,292	$464.88	$423.41 - $503.95
Q1 2023	4,693	$2,218	$457.25	$434.73 - $497.60
Q4 2022	1,430	$758	$500.41	$460.31 - $526.71
Q3 2022	1,438	$726	$495.09	$463.11 - $520.39
Q2 2022	1,625	$835	$471.05	$423.08 - $518.69
Q1 2022	1,613	$823	$451.15	$416.63 - $489.25
Q4 2021	2,424	$1,217	$422.19	$356.94 - $475.98
Q3 2021	2,526	$987	$384.84	$363.78 - $400.47
Q2 2021	2,509	$1,005	$369.03	$333.51 - $394.04
Q1 2021	2,535	$943	$319.66	$295.28 - $351.97
Q4 2020	2,569	$901	$308.19	$275.16 - $337.94