UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Invera Wealth Advisors, LLC's Holding History (CIK: 0001976780)

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

Q4 2025
Shares 2,228 Value ($000) $735 Avg Close $337.21 Range $302.50 - $378.46
Q3 2025
Shares 1,792 Value ($000) $619 Avg Close $298.94 Range $231.57 - $357.63
Q2 2025
Shares 1,735 Value ($000) $541 Avg Close $374.94 Range $243.94 - $594.32
Q1 2025
Shares 1,726 Value ($000) $904 Avg Close $499.48 Range $427.96 - $540.60
Q4 2024
Shares 2,840 Value ($000) $1,505 Avg Close $552.89 Range $464.38 - $613.22
Q3 2024
Shares 2,914 Value ($000) $1,764 Avg Close $548.30 Range $469.38 - $588.97
Q2 2024
Shares 3,195 Value ($000) $1,611 Avg Close $473.12 Range $420.98 - $509.52
Q1 2024
Shares 3,213 Value ($000) $1,585 Avg Close $488.97 Range $449.89 - $527.55
Q4 2023
Shares 3,148 Value ($000) $1,657 Avg Close $511.31 Range $481.83 - $533.02