UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Morton Capital Management LLC/CA's Holding History (CIK: 0002002628)

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

Q4 2025

Shares 654 Value ($000) $216 Avg Close $337.21 Range $302.50 - $378.46

Q3 2025

Shares 679 Value ($000) $234 Avg Close $298.94 Range $231.57 - $357.63

Q2 2025

Shares 660 Value ($000) $206 Avg Close $374.94 Range $243.94 - $594.32

Q1 2025

Shares 390 Value ($000) $204 Avg Close $499.48 Range $427.96 - $540.60

Q3 2024

Shares 368 Value ($000) $215 Avg Close $548.30 Range $469.38 - $588.97

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	654	$216	$337.21	$302.50 - $378.46
Q3 2025	679	$234	$298.94	$231.57 - $357.63
Q2 2025	660	$206	$374.94	$243.94 - $594.32
Q1 2025	390	$204	$499.48	$427.96 - $540.60
Q3 2024	368	$215	$548.30	$469.38 - $588.97