UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Marks Group Wealth Management, Inc's Holding History (CIK: 0001802473)

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

Q4 2025

Shares 47,964 Value ($000) $15,834 Avg Close $337.21 Range $302.50 - $378.46

Q3 2025

Shares 47,802 Value ($000) $16,506 Avg Close $298.94 Range $231.57 - $357.63

Q2 2025

Shares 19,660 Value ($000) $6,133 Avg Close $374.94 Range $243.94 - $594.32

Q1 2025

Shares 19,136 Value ($000) $10,023 Avg Close $499.48 Range $427.96 - $540.60

Q4 2024

Shares 31,226 Value ($000) $15,796 Avg Close $552.89 Range $464.38 - $613.22

Q3 2024

Shares 30,506 Value ($000) $17,836 Avg Close $548.30 Range $469.38 - $588.97

Q2 2024

Shares 30,614 Value ($000) $15,590 Avg Close $473.12 Range $420.98 - $509.52

Q1 2024

Shares 28,715 Value ($000) $14,205 Avg Close $488.97 Range $449.89 - $527.55

Q4 2023

Shares 27,403 Value ($000) $14,427 Avg Close $511.31 Range $481.83 - $533.02

Q3 2023

Shares 26,805 Value ($000) $13,515 Avg Close $469.94 Range $426.58 - $492.38

Q2 2023

Shares 26,360 Value ($000) $12,669 Avg Close $464.88 Range $423.41 - $503.95

Q1 2023

Shares 25,911 Value ($000) $12,245 Avg Close $457.25 Range $434.73 - $497.60

Q4 2022

Shares 25,266 Value ($000) $13,396 Avg Close $500.41 Range $460.31 - $526.71

Q3 2022

Shares 25,076 Value ($000) $12,665 Avg Close $495.09 Range $463.11 - $520.39

Q2 2022

Shares 24,556 Value ($000) $12,613 Avg Close $471.05 Range $423.08 - $518.69

Q1 2022

Shares 28,676 Value ($000) $14,624 Avg Close $451.15 Range $416.63 - $489.25

Q4 2021

Shares 27,355 Value ($000) $13,904 Avg Close $422.19 Range $356.94 - $475.98

Q3 2021

Shares 26,831 Value ($000) $10,511 Avg Close $384.84 Range $363.78 - $400.47

Q2 2021

Shares 27,738 Value ($000) $11,109 Avg Close $369.03 Range $333.51 - $394.04

Q1 2021

Shares 28,359 Value ($000) $10,526 Avg Close $319.66 Range $295.28 - $351.97

Q4 2020

Shares 28,179 Value ($000) $9,882 Avg Close $308.19 Range $275.16 - $337.94

Q3 2020

Shares 27,736 Value ($000) $8,647 Avg Close $281.21 Range $262.60 - $296.87

Q2 2020

Shares 26,900 Value ($000) $7,939 Avg Close $261.11 Range $205.85 - $287.65

Q1 2020

Shares 12,208 Value ($000) $2,999 Avg Close $249.73 Range $170.96 - $278.13

Q4 2019

Shares 11,963 Value ($000) $3,517 Avg Close $236.60 Range $191.58 - $272.04

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	47,964	$15,834	$337.21	$302.50 - $378.46
Q3 2025	47,802	$16,506	$298.94	$231.57 - $357.63
Q2 2025	19,660	$6,133	$374.94	$243.94 - $594.32
Q1 2025	19,136	$10,023	$499.48	$427.96 - $540.60
Q4 2024	31,226	$15,796	$552.89	$464.38 - $613.22
Q3 2024	30,506	$17,836	$548.30	$469.38 - $588.97
Q2 2024	30,614	$15,590	$473.12	$420.98 - $509.52
Q1 2024	28,715	$14,205	$488.97	$449.89 - $527.55
Q4 2023	27,403	$14,427	$511.31	$481.83 - $533.02
Q3 2023	26,805	$13,515	$469.94	$426.58 - $492.38
Q2 2023	26,360	$12,669	$464.88	$423.41 - $503.95
Q1 2023	25,911	$12,245	$457.25	$434.73 - $497.60
Q4 2022	25,266	$13,396	$500.41	$460.31 - $526.71
Q3 2022	25,076	$12,665	$495.09	$463.11 - $520.39
Q2 2022	24,556	$12,613	$471.05	$423.08 - $518.69
Q1 2022	28,676	$14,624	$451.15	$416.63 - $489.25
Q4 2021	27,355	$13,904	$422.19	$356.94 - $475.98
Q3 2021	26,831	$10,511	$384.84	$363.78 - $400.47
Q2 2021	27,738	$11,109	$369.03	$333.51 - $394.04
Q1 2021	28,359	$10,526	$319.66	$295.28 - $351.97
Q4 2020	28,179	$9,882	$308.19	$275.16 - $337.94
Q3 2020	27,736	$8,647	$281.21	$262.60 - $296.87
Q2 2020	26,900	$7,939	$261.11	$205.85 - $287.65
Q1 2020	12,208	$2,999	$249.73	$170.96 - $278.13
Q4 2019	11,963	$3,517	$236.60	$191.58 - $272.04