UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Financial Perspectives, Inc's Holding History (CIK: 0002003287)

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

Q4 2025

Shares 4,292 Value ($000) $1,417 Avg Close $337.21 Range $302.50 - $378.46

Q3 2025

Shares 4,445 Value ($000) $1,535 Avg Close $298.94 Range $231.57 - $357.63

Q2 2025

Shares 4,355 Value ($000) $1,359 Avg Close $374.94 Range $243.94 - $594.32

Q1 2025

Shares 4,461 Value ($000) $2,337 Avg Close $499.48 Range $427.96 - $540.60

Q4 2024

Shares 4,459 Value ($000) $2,256 Avg Close $552.89 Range $464.38 - $613.22

Q3 2024

Shares 4,159 Value ($000) $2,432 Avg Close $548.30 Range $469.38 - $588.97

Q2 2024

Shares 4,299 Value ($000) $2,189 Avg Close $473.12 Range $420.98 - $509.52

Q1 2024

Shares 4,297 Value ($000) $2,126 Avg Close $488.97 Range $449.89 - $527.55

Q4 2023

Shares 5,378 Value ($000) $2,832 Avg Close $511.31 Range $481.83 - $533.02

Q3 2023

Shares 5,361 Value ($000) $2,703 Avg Close $469.94 Range $426.58 - $492.38

Q2 2023

Shares 4,821 Value ($000) $2,317 Avg Close $464.88 Range $423.41 - $503.95

Q1 2023

Shares 4,767 Value ($000) $2,253 Avg Close $457.25 Range $434.73 - $497.60

Q4 2022

Shares 4,765 Value ($000) $2,526 Avg Close $500.41 Range $460.31 - $526.71

Q3 2022

Shares 4,754 Value ($000) $2,401 Avg Close $495.09 Range $463.11 - $520.39

Q2 2022

Shares 3,810 Value ($000) $1,957 Avg Close $471.05 Range $423.08 - $518.69

Q1 2022

Shares 3,808 Value ($000) $1,942 Avg Close $451.15 Range $416.63 - $489.25

Q4 2021

Shares 3,689 Value ($000) $1,852 Avg Close $422.19 Range $356.94 - $475.98

Q3 2021

Shares 3,689 Value ($000) $1,441 Avg Close $384.84 Range $363.78 - $400.47

Q2 2021

Shares 3,626 Value ($000) $1,452 Avg Close $369.03 Range $333.51 - $394.04

Q1 2021

Shares 1,338,881 Value ($000) $4 Avg Close $319.66 Range $295.28 - $351.97

Q4 2020

Shares 2,940 Value ($000) $1,031 Avg Close $308.19 Range $275.16 - $337.94

Q3 2020

Shares 2,539 Value ($000) $792 Avg Close $281.21 Range $262.60 - $296.87

Q2 2020

Shares 2,204 Value ($000) $650 Avg Close $261.11 Range $205.85 - $287.65

Q1 2020

Shares 1,939 Value ($000) $484 Avg Close $249.73 Range $170.96 - $278.13

Q4 2019

Shares 1,609 Value ($000) $473 Avg Close $236.60 Range $191.58 - $272.04

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,292	$1,417	$337.21	$302.50 - $378.46
Q3 2025	4,445	$1,535	$298.94	$231.57 - $357.63
Q2 2025	4,355	$1,359	$374.94	$243.94 - $594.32
Q1 2025	4,461	$2,337	$499.48	$427.96 - $540.60
Q4 2024	4,459	$2,256	$552.89	$464.38 - $613.22
Q3 2024	4,159	$2,432	$548.30	$469.38 - $588.97
Q2 2024	4,299	$2,189	$473.12	$420.98 - $509.52
Q1 2024	4,297	$2,126	$488.97	$449.89 - $527.55
Q4 2023	5,378	$2,832	$511.31	$481.83 - $533.02
Q3 2023	5,361	$2,703	$469.94	$426.58 - $492.38
Q2 2023	4,821	$2,317	$464.88	$423.41 - $503.95
Q1 2023	4,767	$2,253	$457.25	$434.73 - $497.60
Q4 2022	4,765	$2,526	$500.41	$460.31 - $526.71
Q3 2022	4,754	$2,401	$495.09	$463.11 - $520.39
Q2 2022	3,810	$1,957	$471.05	$423.08 - $518.69
Q1 2022	3,808	$1,942	$451.15	$416.63 - $489.25
Q4 2021	3,689	$1,852	$422.19	$356.94 - $475.98
Q3 2021	3,689	$1,441	$384.84	$363.78 - $400.47
Q2 2021	3,626	$1,452	$369.03	$333.51 - $394.04
Q1 2021	1,338,881	$4	$319.66	$295.28 - $351.97
Q4 2020	2,940	$1,031	$308.19	$275.16 - $337.94
Q3 2020	2,539	$792	$281.21	$262.60 - $296.87
Q2 2020	2,204	$650	$261.11	$205.85 - $287.65
Q1 2020	1,939	$484	$249.73	$170.96 - $278.13
Q4 2019	1,609	$473	$236.60	$191.58 - $272.04