UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Gladstone Institutional Advisory LLC's Holding History (CIK: 0001766530)

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

Q4 2025

Shares 9,667 Value ($000) $3,191 Avg Close $337.21 Range $302.50 - $378.46

Q3 2025

Shares 15,000 Value ($000) $5,180 Avg Close $298.94 Range $231.57 - $357.63

Q2 2025

Shares 15,529 Value ($000) $4,845 Avg Close $374.94 Range $243.94 - $594.32

Q1 2025

Shares 14,663 Value ($000) $7,680 Avg Close $499.48 Range $427.96 - $540.60

Q4 2024

Shares 13,863 Value ($000) $7,013 Avg Close $552.89 Range $464.38 - $613.22

Q3 2024

Shares 13,688 Value ($000) $8,003 Avg Close $548.30 Range $469.38 - $588.97

Q2 2024

Shares 14,508 Value ($000) $7,388 Avg Close $473.12 Range $420.98 - $509.52

Q1 2024

Shares 14,628 Value ($000) $7,236 Avg Close $488.97 Range $449.89 - $527.55

Q4 2023

Shares 12,794 Value ($000) $6,736 Avg Close $511.31 Range $481.83 - $533.02

Q3 2023

Shares 11,535 Value ($000) $5,816 Avg Close $469.94 Range $426.58 - $492.38

Q2 2023

Shares 11,520 Value ($000) $5,537 Avg Close $464.88 Range $423.41 - $503.95

Q1 2023

Shares 13,231 Value ($000) $6,253 Avg Close $457.25 Range $434.73 - $497.60

Q4 2022

Shares 15,943 Value ($000) $8,453 Avg Close $500.41 Range $460.31 - $526.71

Q3 2022

Shares 16,966 Value ($000) $9 Avg Close $495.09 Range $463.11 - $520.39

Q2 2022

Shares 18,043 Value ($000) $9 Avg Close $471.05 Range $423.08 - $518.69

Q1 2022

Shares 20,785 Value ($000) $11 Avg Close $451.15 Range $416.63 - $489.25

Q4 2021

Shares 16,752 Value ($000) $8 Avg Close $422.19 Range $356.94 - $475.98

Q3 2021

Shares 10,111 Value ($000) $4 Avg Close $384.84 Range $363.78 - $400.47

Q2 2021

Shares 6,606 Value ($000) $3 Avg Close $369.03 Range $333.51 - $394.04

Q1 2021

Shares 3,019 Value ($000) $1 Avg Close $319.66 Range $295.28 - $351.97

Q4 2020

Shares 1,351 Value ($000) $0 Avg Close $308.19 Range $275.16 - $337.94

Q3 2020

Shares 2,012 Value ($000) $1 Avg Close $281.21 Range $262.60 - $296.87

Q2 2020

Shares 1,975 Value ($000) $582 Avg Close $261.11 Range $205.85 - $287.65

Q1 2020

Shares 2,022 Value ($000) $504 Avg Close $249.73 Range $170.96 - $278.13

Q4 2019

Shares 1,625 Value ($000) $478 Avg Close $236.60 Range $191.58 - $272.04

Q3 2019

Shares 1,579 Value ($000) $343 Avg Close $217.12 Range $192.52 - $241.58

Q2 2019

Shares 1,551 Value ($000) $379 Avg Close $215.47 Range $186.25 - $227.91

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	9,667	$3,191	$337.21	$302.50 - $378.46
Q3 2025	15,000	$5,180	$298.94	$231.57 - $357.63
Q2 2025	15,529	$4,845	$374.94	$243.94 - $594.32
Q1 2025	14,663	$7,680	$499.48	$427.96 - $540.60
Q4 2024	13,863	$7,013	$552.89	$464.38 - $613.22
Q3 2024	13,688	$8,003	$548.30	$469.38 - $588.97
Q2 2024	14,508	$7,388	$473.12	$420.98 - $509.52
Q1 2024	14,628	$7,236	$488.97	$449.89 - $527.55
Q4 2023	12,794	$6,736	$511.31	$481.83 - $533.02
Q3 2023	11,535	$5,816	$469.94	$426.58 - $492.38
Q2 2023	11,520	$5,537	$464.88	$423.41 - $503.95
Q1 2023	13,231	$6,253	$457.25	$434.73 - $497.60
Q4 2022	15,943	$8,453	$500.41	$460.31 - $526.71
Q3 2022	16,966	$9	$495.09	$463.11 - $520.39
Q2 2022	18,043	$9	$471.05	$423.08 - $518.69
Q1 2022	20,785	$11	$451.15	$416.63 - $489.25
Q4 2021	16,752	$8	$422.19	$356.94 - $475.98
Q3 2021	10,111	$4	$384.84	$363.78 - $400.47
Q2 2021	6,606	$3	$369.03	$333.51 - $394.04
Q1 2021	3,019	$1	$319.66	$295.28 - $351.97
Q4 2020	1,351	$0	$308.19	$275.16 - $337.94
Q3 2020	2,012	$1	$281.21	$262.60 - $296.87
Q2 2020	1,975	$582	$261.11	$205.85 - $287.65
Q1 2020	2,022	$504	$249.73	$170.96 - $278.13
Q4 2019	1,625	$478	$236.60	$191.58 - $272.04
Q3 2019	1,579	$343	$217.12	$192.52 - $241.58
Q2 2019	1,551	$379	$215.47	$186.25 - $227.91