UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Ellis Investment Partners, LLC's Holding History (CIK: 0001765590)

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

Q4 2025

Shares 2,733 Value ($000) $902 Avg Close $337.21 Range $302.50 - $378.46

Q3 2025

Shares 3,487 Value ($000) $1,204 Avg Close $298.94 Range $231.57 - $357.63

Q2 2025

Shares 3,555 Value ($000) $1,109 Avg Close $374.94 Range $243.94 - $594.32

Q1 2025

Shares 3,312 Value ($000) $1,734 Avg Close $499.48 Range $427.96 - $540.60

Q4 2024

Shares 3,134 Value ($000) $1,585 Avg Close $552.89 Range $464.38 - $613.22

Q3 2024

Shares 3,141 Value ($000) $1,836 Avg Close $548.30 Range $469.38 - $588.97

Q2 2024

Shares 3,115 Value ($000) $1,586 Avg Close $473.12 Range $420.98 - $509.52

Q1 2024

Shares 2,762 Value ($000) $1,366 Avg Close $488.97 Range $449.89 - $527.55

Q4 2023

Shares 2,768 Value ($000) $1,457 Avg Close $511.31 Range $481.83 - $533.02

Q3 2023

Shares 2,813 Value ($000) $1,418 Avg Close $469.94 Range $426.58 - $492.38

Q2 2023

Shares 2,719 Value ($000) $1,307 Avg Close $464.88 Range $423.41 - $503.95

Q1 2023

Shares 2,650 Value ($000) $1,252 Avg Close $457.25 Range $434.73 - $497.60

Q4 2022

Shares 2,426 Value ($000) $1,286 Avg Close $500.41 Range $460.31 - $526.71

Q3 2022

Shares 2,421 Value ($000) $1,223 Avg Close $495.09 Range $463.11 - $520.39

Q2 2022

Shares 4,090 Value ($000) $2,101 Avg Close $471.05 Range $423.08 - $518.69

Q1 2022

Shares 4,322 Value ($000) $2,204 Avg Close $451.15 Range $416.63 - $489.25

Q4 2021

Shares 4,438 Value ($000) $2,228 Avg Close $422.19 Range $356.94 - $475.98

Q3 2021

Shares 4,702 Value ($000) $1,837 Avg Close $384.84 Range $363.78 - $400.47

Q2 2021

Shares 4,831 Value ($000) $1,934 Avg Close $369.03 Range $333.51 - $394.04

Q1 2021

Shares 4,746 Value ($000) $1,766 Avg Close $319.66 Range $295.28 - $351.97

Q4 2020

Shares 602 Value ($000) $211 Avg Close $308.19 Range $275.16 - $337.94

Q3 2020

Shares 602 Value ($000) $187 Avg Close $281.21 Range $262.60 - $296.87

Q2 2020

Shares 570 Value ($000) $169 Avg Close $261.11 Range $205.85 - $287.65

Q1 2020

Shares 568 Value ($000) $134 Avg Close $249.73 Range $170.96 - $278.13

Q4 2019

Shares 533 Value ($000) $155 Avg Close $236.60 Range $191.58 - $272.04

Q3 2019

Shares 481 Value ($000) $104 Avg Close $217.12 Range $192.52 - $241.58

Q2 2019

Shares 447 Value ($000) $108 Avg Close $215.47 Range $186.25 - $227.91

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,733	$902	$337.21	$302.50 - $378.46
Q3 2025	3,487	$1,204	$298.94	$231.57 - $357.63
Q2 2025	3,555	$1,109	$374.94	$243.94 - $594.32
Q1 2025	3,312	$1,734	$499.48	$427.96 - $540.60
Q4 2024	3,134	$1,585	$552.89	$464.38 - $613.22
Q3 2024	3,141	$1,836	$548.30	$469.38 - $588.97
Q2 2024	3,115	$1,586	$473.12	$420.98 - $509.52
Q1 2024	2,762	$1,366	$488.97	$449.89 - $527.55
Q4 2023	2,768	$1,457	$511.31	$481.83 - $533.02
Q3 2023	2,813	$1,418	$469.94	$426.58 - $492.38
Q2 2023	2,719	$1,307	$464.88	$423.41 - $503.95
Q1 2023	2,650	$1,252	$457.25	$434.73 - $497.60
Q4 2022	2,426	$1,286	$500.41	$460.31 - $526.71
Q3 2022	2,421	$1,223	$495.09	$463.11 - $520.39
Q2 2022	4,090	$2,101	$471.05	$423.08 - $518.69
Q1 2022	4,322	$2,204	$451.15	$416.63 - $489.25
Q4 2021	4,438	$2,228	$422.19	$356.94 - $475.98
Q3 2021	4,702	$1,837	$384.84	$363.78 - $400.47
Q2 2021	4,831	$1,934	$369.03	$333.51 - $394.04
Q1 2021	4,746	$1,766	$319.66	$295.28 - $351.97
Q4 2020	602	$211	$308.19	$275.16 - $337.94
Q3 2020	602	$187	$281.21	$262.60 - $296.87
Q2 2020	570	$169	$261.11	$205.85 - $287.65
Q1 2020	568	$134	$249.73	$170.96 - $278.13
Q4 2019	533	$155	$236.60	$191.58 - $272.04
Q3 2019	481	$104	$217.12	$192.52 - $241.58
Q2 2019	447	$108	$215.47	$186.25 - $227.91