UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

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

Q4 2025

Shares 4,318 Value ($000) $1,426 Avg Close $337.21 Range $302.50 - $378.46

Q3 2025

Shares 4,435 Value ($000) $1,531 Avg Close $298.94 Range $231.57 - $357.63

Q2 2025

Shares 6,204 Value ($000) $1,936 Avg Close $374.94 Range $243.94 - $594.32

Q1 2025

Shares 7,545 Value ($000) $3,952 Avg Close $499.48 Range $427.96 - $540.60

Q4 2024

Shares 7,922 Value ($000) $4,007 Avg Close $552.89 Range $464.38 - $613.22

Q3 2024

Shares 9,947 Value ($000) $5,816 Avg Close $548.30 Range $469.38 - $588.97

Q2 2024

Shares 8,549 Value ($000) $4,354 Avg Close $473.12 Range $420.98 - $509.52

Q1 2024

Shares 6,787 Value ($000) $3,358 Avg Close $488.97 Range $449.89 - $527.55

Q4 2023

Shares 5,832 Value ($000) $3,070 Avg Close $511.31 Range $481.83 - $533.02

Q3 2023

Shares 6,364 Value ($000) $3,209 Avg Close $469.94 Range $426.58 - $492.38

Q2 2023

Shares 6,007 Value ($000) $2,887 Avg Close $464.88 Range $423.41 - $503.95

Q1 2023

Shares 5,950 Value ($000) $2,812 Avg Close $457.25 Range $434.73 - $497.60

Q4 2022

Shares 5,902 Value ($000) $3,130 Avg Close $500.41 Range $460.31 - $526.71

Q3 2022

Shares 6,436 Value ($000) $3,250 Avg Close $495.09 Range $463.11 - $520.39

Q2 2022

Shares 6,012 Value ($000) $3,088 Avg Close $471.05 Range $423.08 - $518.69

Q1 2022

Shares 6,876 Value ($000) $3,507 Avg Close $451.15 Range $416.63 - $489.25

Q4 2021

Shares 6,975 Value ($000) $3,502 Avg Close $422.19 Range $356.94 - $475.98

Q3 2021

Shares 3,794 Value ($000) $1,482 Avg Close $384.84 Range $363.78 - $400.47

Q2 2021

Shares 4,161 Value ($000) $1,666 Avg Close $369.03 Range $333.51 - $394.04

Q1 2021

Shares 3,910 Value ($000) $1,454 Avg Close $319.66 Range $295.28 - $351.97

Q4 2020

Shares 2,119 Value ($000) $743 Avg Close $308.19 Range $275.16 - $337.94

Q3 2020

Shares 2,926 Value ($000) $912 Avg Close $281.21 Range $262.60 - $296.87

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,318	$1,426	$337.21	$302.50 - $378.46
Q3 2025	4,435	$1,531	$298.94	$231.57 - $357.63
Q2 2025	6,204	$1,936	$374.94	$243.94 - $594.32
Q1 2025	7,545	$3,952	$499.48	$427.96 - $540.60
Q4 2024	7,922	$4,007	$552.89	$464.38 - $613.22
Q3 2024	9,947	$5,816	$548.30	$469.38 - $588.97
Q2 2024	8,549	$4,354	$473.12	$420.98 - $509.52
Q1 2024	6,787	$3,358	$488.97	$449.89 - $527.55
Q4 2023	5,832	$3,070	$511.31	$481.83 - $533.02
Q3 2023	6,364	$3,209	$469.94	$426.58 - $492.38
Q2 2023	6,007	$2,887	$464.88	$423.41 - $503.95
Q1 2023	5,950	$2,812	$457.25	$434.73 - $497.60
Q4 2022	5,902	$3,130	$500.41	$460.31 - $526.71
Q3 2022	6,436	$3,250	$495.09	$463.11 - $520.39
Q2 2022	6,012	$3,088	$471.05	$423.08 - $518.69
Q1 2022	6,876	$3,507	$451.15	$416.63 - $489.25
Q4 2021	6,975	$3,502	$422.19	$356.94 - $475.98
Q3 2021	3,794	$1,482	$384.84	$363.78 - $400.47
Q2 2021	4,161	$1,666	$369.03	$333.51 - $394.04
Q1 2021	3,910	$1,454	$319.66	$295.28 - $351.97
Q4 2020	2,119	$743	$308.19	$275.16 - $337.94
Q3 2020	2,926	$912	$281.21	$262.60 - $296.87