UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Live Oak Private Wealth LLC's Holding History (CIK: 0001799877)

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

Q4 2025

Shares 31,396 Value ($000) $10,364 Avg Close $337.21 Range $302.50 - $378.46

Q3 2025

Shares 31,688 Value ($000) $10,942 Avg Close $298.94 Range $231.57 - $357.63

Q2 2025

Shares 35,062 Value ($000) $10,938 Avg Close $374.94 Range $243.94 - $594.32

Q1 2025

Shares 25,306 Value ($000) $13,254 Avg Close $499.48 Range $427.96 - $540.60

Q4 2024

Shares 24,791 Value ($000) $12,541 Avg Close $552.89 Range $464.38 - $613.22

Q3 2024

Shares 24,830 Value ($000) $14,518 Avg Close $548.30 Range $469.38 - $588.97

Q2 2024

Shares 25,104 Value ($000) $12,784 Avg Close $473.12 Range $420.98 - $509.52

Q1 2024

Shares 24,391 Value ($000) $12,066 Avg Close $488.97 Range $449.89 - $527.55

Q4 2023

Shares 23,090 Value ($000) $12,156 Avg Close $511.31 Range $481.83 - $533.02

Q3 2023

Shares 23,212 Value ($000) $11,703 Avg Close $469.94 Range $426.58 - $492.38

Q2 2023

Shares 23,033 Value ($000) $11,071 Avg Close $464.88 Range $423.41 - $503.95

Q1 2023

Shares 22,866 Value ($000) $10,806 Avg Close $457.25 Range $434.73 - $497.60

Q4 2022

Shares 22,007 Value ($000) $11,667 Avg Close $500.41 Range $460.31 - $526.71

Q3 2022

Shares 22,102 Value ($000) $11,163 Avg Close $495.09 Range $463.11 - $520.39

Q2 2022

Shares 21,908 Value ($000) $11,253 Avg Close $471.05 Range $423.08 - $518.69

Q1 2022

Shares 20,420 Value ($000) $10,413 Avg Close $451.15 Range $416.63 - $489.25

Q4 2021

Shares 20,276 Value ($000) $10,182 Avg Close $422.19 Range $356.94 - $475.98

Q3 2021

Shares 20,529 Value ($000) $8,022 Avg Close $384.84 Range $363.78 - $400.47

Q2 2021

Shares 18,286 Value ($000) $7,322 Avg Close $369.03 Range $333.51 - $394.04

Q1 2021

Shares 18,043 Value ($000) $6,713 Avg Close $319.66 Range $295.28 - $351.97

Q4 2020

Shares 17,579 Value ($000) $6,165 Avg Close $308.19 Range $275.16 - $337.94

Q3 2020

Shares 17,674 Value ($000) $5,510 Avg Close $281.21 Range $262.60 - $296.87

Q2 2020

Shares 19,693 Value ($000) $5,809 Avg Close $261.11 Range $205.85 - $287.65

Q1 2020

Shares 19,577 Value ($000) $4,882 Avg Close $249.73 Range $170.96 - $278.13

Q4 2019

Shares 17,048 Value ($000) $5,012 Avg Close $236.60 Range $191.58 - $272.04

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	31,396	$10,364	$337.21	$302.50 - $378.46
Q3 2025	31,688	$10,942	$298.94	$231.57 - $357.63
Q2 2025	35,062	$10,938	$374.94	$243.94 - $594.32
Q1 2025	25,306	$13,254	$499.48	$427.96 - $540.60
Q4 2024	24,791	$12,541	$552.89	$464.38 - $613.22
Q3 2024	24,830	$14,518	$548.30	$469.38 - $588.97
Q2 2024	25,104	$12,784	$473.12	$420.98 - $509.52
Q1 2024	24,391	$12,066	$488.97	$449.89 - $527.55
Q4 2023	23,090	$12,156	$511.31	$481.83 - $533.02
Q3 2023	23,212	$11,703	$469.94	$426.58 - $492.38
Q2 2023	23,033	$11,071	$464.88	$423.41 - $503.95
Q1 2023	22,866	$10,806	$457.25	$434.73 - $497.60
Q4 2022	22,007	$11,667	$500.41	$460.31 - $526.71
Q3 2022	22,102	$11,163	$495.09	$463.11 - $520.39
Q2 2022	21,908	$11,253	$471.05	$423.08 - $518.69
Q1 2022	20,420	$10,413	$451.15	$416.63 - $489.25
Q4 2021	20,276	$10,182	$422.19	$356.94 - $475.98
Q3 2021	20,529	$8,022	$384.84	$363.78 - $400.47
Q2 2021	18,286	$7,322	$369.03	$333.51 - $394.04
Q1 2021	18,043	$6,713	$319.66	$295.28 - $351.97
Q4 2020	17,579	$6,165	$308.19	$275.16 - $337.94
Q3 2020	17,674	$5,510	$281.21	$262.60 - $296.87
Q2 2020	19,693	$5,809	$261.11	$205.85 - $287.65
Q1 2020	19,577	$4,882	$249.73	$170.96 - $278.13
Q4 2019	17,048	$5,012	$236.60	$191.58 - $272.04