UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Advisor OS, LLC's Holding History (CIK: 0001767580)

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

Q4 2025

Shares 7,155 Value ($000) $2,362 Avg Close $337.21 Range $302.50 - $378.46

Q3 2025

Shares 6,182 Value ($000) $2,135 Avg Close $298.94 Range $231.57 - $357.63

Q2 2025

Shares 5,747 Value ($000) $1,793 Avg Close $374.94 Range $243.94 - $594.32

Q1 2025

Shares 4,354 Value ($000) $2,280 Avg Close $499.48 Range $427.96 - $540.60

Q4 2024

Shares 3,249 Value ($000) $1,644 Avg Close $552.89 Range $464.38 - $613.22

Q3 2024

Shares 3,524 Value ($000) $2,061 Avg Close $548.30 Range $469.38 - $588.97

Q2 2024

Shares 3,246 Value ($000) $1,653 Avg Close $473.12 Range $420.98 - $509.52

Q1 2024

Shares 3,395 Value ($000) $1,679 Avg Close $488.97 Range $449.89 - $527.55

Q4 2023

Shares 5,411 Value ($000) $2,849 Avg Close $511.31 Range $481.83 - $533.02

Q3 2023

Shares 5,550 Value ($000) $2,798 Avg Close $469.94 Range $426.58 - $492.38

Q2 2023

Shares 5,050 Value ($000) $2,427 Avg Close $464.88 Range $423.41 - $503.95

Q1 2023

Shares 4,046 Value ($000) $1,912 Avg Close $457.25 Range $434.73 - $497.60

Q4 2022

Shares 4,014 Value ($000) $2,128 Avg Close $500.41 Range $460.31 - $526.71

Q3 2022

Shares 3,913 Value ($000) $1,975 Avg Close $495.09 Range $463.11 - $520.39

Q2 2022

Shares 3,917 Value ($000) $2,011 Avg Close $471.05 Range $423.08 - $518.69

Q1 2022

Shares 4,189 Value ($000) $2,136 Avg Close $451.15 Range $416.63 - $489.25

Q4 2021

Shares 6,262 Value ($000) $3,144 Avg Close $422.19 Range $356.94 - $475.98

Q3 2021

Shares 5,765 Value ($000) $2,251 Avg Close $384.84 Range $363.78 - $400.47

Q2 2021

Shares 6,024 Value ($000) $2,412 Avg Close $369.03 Range $333.51 - $394.04

Q1 2021

Shares 5,203 Value ($000) $1,937 Avg Close $319.66 Range $295.28 - $351.97

Q4 2020

Shares 5,052 Value ($000) $1,772 Avg Close $308.19 Range $275.16 - $337.94

Q3 2020

Shares 3,260 Value ($000) $1,017 Avg Close $281.21 Range $262.60 - $296.87

Q2 2020

Shares 3,719 Value ($000) $1,097 Avg Close $261.11 Range $205.85 - $287.65

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	7,155	$2,362	$337.21	$302.50 - $378.46
Q3 2025	6,182	$2,135	$298.94	$231.57 - $357.63
Q2 2025	5,747	$1,793	$374.94	$243.94 - $594.32
Q1 2025	4,354	$2,280	$499.48	$427.96 - $540.60
Q4 2024	3,249	$1,644	$552.89	$464.38 - $613.22
Q3 2024	3,524	$2,061	$548.30	$469.38 - $588.97
Q2 2024	3,246	$1,653	$473.12	$420.98 - $509.52
Q1 2024	3,395	$1,679	$488.97	$449.89 - $527.55
Q4 2023	5,411	$2,849	$511.31	$481.83 - $533.02
Q3 2023	5,550	$2,798	$469.94	$426.58 - $492.38
Q2 2023	5,050	$2,427	$464.88	$423.41 - $503.95
Q1 2023	4,046	$1,912	$457.25	$434.73 - $497.60
Q4 2022	4,014	$2,128	$500.41	$460.31 - $526.71
Q3 2022	3,913	$1,975	$495.09	$463.11 - $520.39
Q2 2022	3,917	$2,011	$471.05	$423.08 - $518.69
Q1 2022	4,189	$2,136	$451.15	$416.63 - $489.25
Q4 2021	6,262	$3,144	$422.19	$356.94 - $475.98
Q3 2021	5,765	$2,251	$384.84	$363.78 - $400.47
Q2 2021	6,024	$2,412	$369.03	$333.51 - $394.04
Q1 2021	5,203	$1,937	$319.66	$295.28 - $351.97
Q4 2020	5,052	$1,772	$308.19	$275.16 - $337.94
Q3 2020	3,260	$1,017	$281.21	$262.60 - $296.87
Q2 2020	3,719	$1,097	$261.11	$205.85 - $287.65