UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

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

Q2 2025

Shares 1,528 Value ($000) $477 Avg Close $374.94 Range $243.94 - $594.32

Q1 2025

Shares 1,490 Value ($000) $780 Avg Close $499.48 Range $427.96 - $540.60

Q4 2024

Shares 1,684 Value ($000) $852 Avg Close $552.89 Range $464.38 - $613.22

Q3 2024

Shares 1,475 Value ($000) $862 Avg Close $548.30 Range $469.38 - $588.97

Q2 2024

Shares 1,475 Value ($000) $751 Avg Close $473.12 Range $420.98 - $509.52

Q1 2024

Shares 1,648 Value ($000) $815 Avg Close $488.97 Range $449.89 - $527.55

Q4 2023

Shares 1,654 Value ($000) $871 Avg Close $511.31 Range $481.83 - $533.02

Q3 2023

Shares 1,768 Value ($000) $891 Avg Close $469.94 Range $426.58 - $492.38

Q2 2023

Shares 1,768 Value ($000) $850 Avg Close $464.88 Range $423.41 - $503.95

Q1 2023

Shares 2,459 Value ($000) $1,162 Avg Close $457.25 Range $434.73 - $497.60

Q4 2022

Shares 2,459 Value ($000) $1,304 Avg Close $500.41 Range $460.31 - $526.71

Q3 2022

Shares 2,453 Value ($000) $1,239 Avg Close $495.09 Range $463.11 - $520.39

Q2 2022

Shares 2,258 Value ($000) $1,160 Avg Close $471.05 Range $423.08 - $518.69

Q1 2022

Shares 2,258 Value ($000) $1,152 Avg Close $451.15 Range $416.63 - $489.25

Q4 2021

Shares 2,258 Value ($000) $1,134 Avg Close $422.19 Range $356.94 - $475.98

Q3 2021

Shares 2,258 Value ($000) $882 Avg Close $384.84 Range $363.78 - $400.47

Q2 2021

Shares 1,648 Value ($000) $660 Avg Close $369.03 Range $333.51 - $394.04

Q1 2021

Shares 1,663 Value ($000) $619 Avg Close $319.66 Range $295.28 - $351.97

Q4 2020

Shares 1,671 Value ($000) $586 Avg Close $308.19 Range $275.16 - $337.94

Q3 2020

Shares 1,668 Value ($000) $520 Avg Close $281.21 Range $262.60 - $296.87

Q2 2020

Shares 1,668 Value ($000) $492 Avg Close $261.11 Range $205.85 - $287.65

Q1 2020

Shares 1,475 Value ($000) $368 Avg Close $249.73 Range $170.96 - $278.13

Q4 2019

Shares 1,475 Value ($000) $434 Avg Close $236.60 Range $191.58 - $272.04

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2025	1,528	$477	$374.94	$243.94 - $594.32
Q1 2025	1,490	$780	$499.48	$427.96 - $540.60
Q4 2024	1,684	$852	$552.89	$464.38 - $613.22
Q3 2024	1,475	$862	$548.30	$469.38 - $588.97
Q2 2024	1,475	$751	$473.12	$420.98 - $509.52
Q1 2024	1,648	$815	$488.97	$449.89 - $527.55
Q4 2023	1,654	$871	$511.31	$481.83 - $533.02
Q3 2023	1,768	$891	$469.94	$426.58 - $492.38
Q2 2023	1,768	$850	$464.88	$423.41 - $503.95
Q1 2023	2,459	$1,162	$457.25	$434.73 - $497.60
Q4 2022	2,459	$1,304	$500.41	$460.31 - $526.71
Q3 2022	2,453	$1,239	$495.09	$463.11 - $520.39
Q2 2022	2,258	$1,160	$471.05	$423.08 - $518.69
Q1 2022	2,258	$1,152	$451.15	$416.63 - $489.25
Q4 2021	2,258	$1,134	$422.19	$356.94 - $475.98
Q3 2021	2,258	$882	$384.84	$363.78 - $400.47
Q2 2021	1,648	$660	$369.03	$333.51 - $394.04
Q1 2021	1,663	$619	$319.66	$295.28 - $351.97
Q4 2020	1,671	$586	$308.19	$275.16 - $337.94
Q3 2020	1,668	$520	$281.21	$262.60 - $296.87
Q2 2020	1,668	$492	$261.11	$205.85 - $287.65
Q1 2020	1,475	$368	$249.73	$170.96 - $278.13
Q4 2019	1,475	$434	$236.60	$191.58 - $272.04