UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Blue Zone Wealth Advisors, LLC's Holding History (CIK: 0001803106)

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

Q4 2025

Shares 26,768 Value ($000) $8,836 Avg Close $337.21 Range $302.50 - $378.46

Q3 2025

Shares 26,250 Value ($000) $9,064 Avg Close $298.94 Range $231.57 - $357.63

Q2 2025

Shares 24,739 Value ($000) $7,718 Avg Close $374.94 Range $243.94 - $594.32

Q1 2025

Shares 13,082 Value ($000) $6,852 Avg Close $499.48 Range $427.96 - $540.60

Q4 2024

Shares 11,088 Value ($000) $5,609 Avg Close $552.89 Range $464.38 - $613.22

Q3 2024

Shares 10,797 Value ($000) $6,313 Avg Close $548.30 Range $469.38 - $588.97

Q2 2024

Shares 10,562 Value ($000) $5,379 Avg Close $473.12 Range $420.98 - $509.52

Q1 2024

Shares 10,919 Value ($000) $5,402 Avg Close $488.97 Range $449.89 - $527.55

Q4 2023

Shares 10,200 Value ($000) $5,370 Avg Close $511.31 Range $481.83 - $533.02

Q3 2023

Shares 9,947 Value ($000) $5,015 Avg Close $469.94 Range $426.58 - $492.38

Q2 2023

Shares 9,708 Value ($000) $4,666 Avg Close $464.88 Range $423.41 - $503.95

Q1 2023

Shares 672 Value ($000) $317 Avg Close $457.25 Range $434.73 - $497.60

Q4 2022

Shares 825 Value ($000) $438 Avg Close $500.41 Range $460.31 - $526.71

Q3 2022

Shares 825 Value ($000) $417 Avg Close $495.09 Range $463.11 - $520.39

Q2 2022

Shares 836 Value ($000) $430 Avg Close $471.05 Range $423.08 - $518.69

Q1 2022

Shares 830 Value ($000) $423 Avg Close $451.15 Range $416.63 - $489.25

Q4 2021

Shares 779 Value ($000) $391 Avg Close $422.19 Range $356.94 - $475.98

Q3 2021

Shares 658 Value ($000) $257 Avg Close $384.84 Range $363.78 - $400.47

Q2 2021

Shares 658 Value ($000) $263 Avg Close $369.03 Range $333.51 - $394.04

Q1 2021

Shares 741 Value ($000) $276 Avg Close $319.66 Range $295.28 - $351.97

Q4 2020

Shares 1,121 Value ($000) $393 Avg Close $308.19 Range $275.16 - $337.94

Q3 2020

Shares 1,422 Value ($000) $443 Avg Close $281.21 Range $262.60 - $296.87

Q2 2020

Shares 1,422 Value ($000) $419 Avg Close $261.11 Range $205.85 - $287.65

Q1 2020

Shares 2,820 Value ($000) $703 Avg Close $249.73 Range $170.96 - $278.13

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	26,768	$8,836	$337.21	$302.50 - $378.46
Q3 2025	26,250	$9,064	$298.94	$231.57 - $357.63
Q2 2025	24,739	$7,718	$374.94	$243.94 - $594.32
Q1 2025	13,082	$6,852	$499.48	$427.96 - $540.60
Q4 2024	11,088	$5,609	$552.89	$464.38 - $613.22
Q3 2024	10,797	$6,313	$548.30	$469.38 - $588.97
Q2 2024	10,562	$5,379	$473.12	$420.98 - $509.52
Q1 2024	10,919	$5,402	$488.97	$449.89 - $527.55
Q4 2023	10,200	$5,370	$511.31	$481.83 - $533.02
Q3 2023	9,947	$5,015	$469.94	$426.58 - $492.38
Q2 2023	9,708	$4,666	$464.88	$423.41 - $503.95
Q1 2023	672	$317	$457.25	$434.73 - $497.60
Q4 2022	825	$438	$500.41	$460.31 - $526.71
Q3 2022	825	$417	$495.09	$463.11 - $520.39
Q2 2022	836	$430	$471.05	$423.08 - $518.69
Q1 2022	830	$423	$451.15	$416.63 - $489.25
Q4 2021	779	$391	$422.19	$356.94 - $475.98
Q3 2021	658	$257	$384.84	$363.78 - $400.47
Q2 2021	658	$263	$369.03	$333.51 - $394.04
Q1 2021	741	$276	$319.66	$295.28 - $351.97
Q4 2020	1,121	$393	$308.19	$275.16 - $337.94
Q3 2020	1,422	$443	$281.21	$262.60 - $296.87
Q2 2020	1,422	$419	$261.11	$205.85 - $287.65
Q1 2020	2,820	$703	$249.73	$170.96 - $278.13