UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Key Financial Inc's Holding History (CIK: 0001801720)

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

Q4 2025

Shares 3,057 Value ($000) $1,009 Avg Close $337.21 Range $302.50 - $378.46

Q3 2025

Shares 2,957 Value ($000) $1,030 Avg Close $298.94 Range $231.57 - $357.63

Q2 2025

Shares 3,708 Value ($000) $1,157 Avg Close $374.94 Range $243.94 - $594.32

Q1 2025

Shares 3,892 Value ($000) $2,038 Avg Close $499.48 Range $427.96 - $540.60

Q4 2024

Shares 3,892 Value ($000) $1,969 Avg Close $552.89 Range $464.38 - $613.22

Q3 2024

Shares 3,808 Value ($000) $2,226 Avg Close $548.30 Range $469.38 - $588.97

Q2 2024

Shares 3,797 Value ($000) $1,934 Avg Close $473.12 Range $420.98 - $509.52

Q1 2024

Shares 3,651 Value ($000) $1,806 Avg Close $488.97 Range $449.89 - $527.55

Q4 2023

Shares 3,651 Value ($000) $1,922 Avg Close $511.31 Range $481.83 - $533.02

Q3 2023

Shares 3,651 Value ($000) $1,841 Avg Close $469.94 Range $426.58 - $492.38

Q2 2023

Shares 3,647 Value ($000) $1,753 Avg Close $464.88 Range $423.41 - $503.95

Q1 2023

Shares 3,496 Value ($000) $1,652 Avg Close $457.25 Range $434.73 - $497.60

Q4 2022

Shares 3,296 Value ($000) $1,665 Avg Close $500.41 Range $460.31 - $526.71

Q3 2022

Shares 3,296 Value ($000) $1,665 Avg Close $495.09 Range $463.11 - $520.39

Q2 2022

Shares 3,296 Value ($000) $1,705 Avg Close $471.05 Range $423.08 - $518.69

Q1 2022

Shares 3,560 Value ($000) $1,815 Avg Close $451.15 Range $416.63 - $489.25

Q4 2021

Shares 2,237 Value ($000) $1,123 Avg Close $422.19 Range $356.94 - $475.98

Q3 2021

Shares 2,237 Value ($000) $874 Avg Close $384.84 Range $363.78 - $400.47

Q2 2021

Shares 2,230 Value ($000) $919 Avg Close $369.03 Range $333.51 - $394.04

Q1 2021

Shares 1,950 Value ($000) $726 Avg Close $319.66 Range $295.28 - $351.97

Q4 2020

Shares 1,950 Value ($000) $684 Avg Close $308.19 Range $275.16 - $337.94

Q3 2020

Shares 1,950 Value ($000) $608 Avg Close $281.21 Range $262.60 - $296.87

Q2 2020

Shares 1,950 Value ($000) $565 Avg Close $261.11 Range $205.85 - $287.65

Q1 2020

Shares 1,950 Value ($000) $490 Avg Close $249.73 Range $170.96 - $278.13

Q4 2019

Shares 1,950 Value ($000) $573 Avg Close $236.60 Range $191.58 - $272.04

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	3,057	$1,009	$337.21	$302.50 - $378.46
Q3 2025	2,957	$1,030	$298.94	$231.57 - $357.63
Q2 2025	3,708	$1,157	$374.94	$243.94 - $594.32
Q1 2025	3,892	$2,038	$499.48	$427.96 - $540.60
Q4 2024	3,892	$1,969	$552.89	$464.38 - $613.22
Q3 2024	3,808	$2,226	$548.30	$469.38 - $588.97
Q2 2024	3,797	$1,934	$473.12	$420.98 - $509.52
Q1 2024	3,651	$1,806	$488.97	$449.89 - $527.55
Q4 2023	3,651	$1,922	$511.31	$481.83 - $533.02
Q3 2023	3,651	$1,841	$469.94	$426.58 - $492.38
Q2 2023	3,647	$1,753	$464.88	$423.41 - $503.95
Q1 2023	3,496	$1,652	$457.25	$434.73 - $497.60
Q4 2022	3,296	$1,665	$500.41	$460.31 - $526.71
Q3 2022	3,296	$1,665	$495.09	$463.11 - $520.39
Q2 2022	3,296	$1,705	$471.05	$423.08 - $518.69
Q1 2022	3,560	$1,815	$451.15	$416.63 - $489.25
Q4 2021	2,237	$1,123	$422.19	$356.94 - $475.98
Q3 2021	2,237	$874	$384.84	$363.78 - $400.47
Q2 2021	2,230	$919	$369.03	$333.51 - $394.04
Q1 2021	1,950	$726	$319.66	$295.28 - $351.97
Q4 2020	1,950	$684	$308.19	$275.16 - $337.94
Q3 2020	1,950	$608	$281.21	$262.60 - $296.87
Q2 2020	1,950	$565	$261.11	$205.85 - $287.65
Q1 2020	1,950	$490	$249.73	$170.96 - $278.13
Q4 2019	1,950	$573	$236.60	$191.58 - $272.04