UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Wealthspire Retirement, LLC's Holding History (CIK: 0002040084)

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

Q4 2025
Shares 1,102 Value ($000) $364 Avg Close $337.21 Range $302.50 - $378.46
Q3 2025
Shares 1,567 Value ($000) $541 Avg Close $298.94 Range $231.57 - $357.63
Q2 2025
Shares 1,602 Value ($000) $500 Avg Close $374.94 Range $243.94 - $594.32
Q1 2025
Shares 1,202 Value ($000) $630 Avg Close $499.48 Range $427.96 - $540.60
Q4 2024
Shares 1,254 Value ($000) $634 Avg Close $552.89 Range $464.38 - $613.22
Q3 2024
Shares 1,317 Value ($000) $770 Avg Close $548.30 Range $469.38 - $588.97
Q2 2024
Shares 1,314 Value ($000) $671 Avg Close $473.12 Range $420.98 - $509.52
Q1 2024
Shares 1,298 Value ($000) $643 Avg Close $488.97 Range $449.89 - $527.55
Q4 2023
Shares 1,279 Value ($000) $674 Avg Close $511.31 Range $481.83 - $533.02
Q3 2023
Shares 1,101 Value ($000) $555 Avg Close $469.94 Range $426.58 - $492.38
Q2 2023
Shares 1,088 Value ($000) $523 Avg Close $464.88 Range $423.41 - $503.95
Q1 2023
Shares 1,113 Value ($000) $526 Avg Close $457.25 Range $434.73 - $497.60
Q4 2022
Shares 1,112 Value ($000) $590 Avg Close $500.41 Range $460.31 - $526.71
Q3 2022
Shares 1,112 Value ($000) $562 Avg Close $495.09 Range $463.11 - $520.39
Q2 2022
Shares 1,117 Value ($000) $574 Avg Close $471.05 Range $423.08 - $518.69
Q1 2022
Shares 1,116 Value ($000) $569 Avg Close $451.15 Range $416.63 - $489.25
Q4 2021
Shares 674 Value ($000) $338 Avg Close $422.19 Range $356.94 - $475.98
Q3 2021
Shares 673 Value ($000) $263 Avg Close $384.84 Range $363.78 - $400.47
Q2 2021
Shares 672 Value ($000) $269 Avg Close $369.03 Range $333.51 - $394.04
Q1 2021
Shares 671 Value ($000) $250 Avg Close $319.66 Range $295.28 - $351.97
Q4 2020
Shares 669 Value ($000) $235 Avg Close $308.19 Range $275.16 - $337.94
Q3 2020
Shares 669 Value ($000) $208 Avg Close $281.21 Range $262.60 - $296.87
Q2 2020
Shares 755 Value ($000) $223 Avg Close $261.11 Range $205.85 - $287.65