UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Forum Financial Management, LP's Holding History (CIK: 0001911832)

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

Q4 2025
Shares 7,240 Value ($000) $2,390 Avg Close $337.21 Range $302.50 - $378.46
Q3 2025
Shares 7,027 Value ($000) $2,426 Avg Close $298.94 Range $231.57 - $357.63
Q2 2025
Shares 7,336 Value ($000) $2,289 Avg Close $374.94 Range $243.94 - $594.32
Q1 2025
Shares 8,648 Value ($000) $4,529 Avg Close $499.48 Range $427.96 - $540.60
Q4 2024
Shares 8,480 Value ($000) $4,290 Avg Close $552.89 Range $464.38 - $613.22
Q3 2024
Shares 6,771 Value ($000) $3,959 Avg Close $548.30 Range $469.38 - $588.97
Q2 2024
Shares 6,788 Value ($000) $3,457 Avg Close $473.12 Range $420.98 - $509.52
Q1 2024
Shares 6,892 Value ($000) $3,410 Avg Close $488.97 Range $449.89 - $527.55
Q4 2023
Shares 6,970 Value ($000) $3,669 Avg Close $511.31 Range $481.83 - $533.02
Q3 2023
Shares 7,330 Value ($000) $3,695 Avg Close $469.94 Range $426.58 - $492.38
Q2 2023
Shares 7,324 Value ($000) $3,520 Avg Close $464.88 Range $423.41 - $503.95
Q1 2023
Shares 6,859 Value ($000) $3,242 Avg Close $457.25 Range $434.73 - $497.60
Q4 2022
Shares 6,726 Value ($000) $3,566 Avg Close $500.41 Range $460.31 - $526.71
Q3 2022
Shares 6,727 Value ($000) $3,397 Avg Close $495.09 Range $463.11 - $520.39
Q2 2022
Shares 6,718 Value ($000) $3,451 Avg Close $471.05 Range $423.08 - $518.69
Q1 2022
Shares 6,535 Value ($000) $3,332 Avg Close $451.15 Range $416.63 - $489.25
Q4 2021
Shares 6,541 Value ($000) $3,284 Avg Close $422.19 Range $356.94 - $475.98