UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Caldwell Trust Co's Holding History (CIK: 0002080218)

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

Q4 2025

Shares 7,043 Value ($000) $2,325 Avg Close $337.21 Range $302.50 - $378.46

Q3 2025

Shares 7,907 Value ($000) $2,730 Avg Close $298.94 Range $231.57 - $357.63

Q2 2025

Shares 14,489 Value ($000) $4,520 Avg Close $374.94 Range $243.94 - $594.32

Q1 2025

Shares 16,782 Value ($000) $8,790 Avg Close $499.48 Range $427.96 - $540.60

Q4 2024

Shares 17,361 Value ($000) $8,782 Avg Close $552.89 Range $464.38 - $613.22

Q3 2024

Shares 18,772 Value ($000) $10,976 Avg Close $548.30 Range $469.38 - $588.97

Q2 2024

Shares 19,394 Value ($000) $9,877 Avg Close $473.12 Range $420.98 - $509.52

Q1 2024

Shares 19,159 Value ($000) $9,478 Avg Close $488.97 Range $449.89 - $527.55

Q4 2023

Shares 19,804 Value ($000) $10,426 Avg Close $511.31 Range $481.83 - $533.02

Q3 2023

Shares 20,102 Value ($000) $10,135 Avg Close $469.94 Range $426.58 - $492.38

Q2 2023

Shares 20,253 Value ($000) $9,734 Avg Close $464.88 Range $423.41 - $503.95

Q1 2023

Shares 20,287 Value ($000) $9,587 Avg Close $457.25 Range $434.73 - $497.60

Q4 2022

Shares 20,350 Value ($000) $10,789 Avg Close $500.41 Range $460.31 - $526.71

Q3 2022

Shares 20,548 Value ($000) $10,378 Avg Close $495.09 Range $463.11 - $520.39

Q2 2022

Shares 20,042 Value ($000) $10,294 Avg Close $471.05 Range $423.08 - $518.69

Q1 2022

Shares 19,965 Value ($000) $10,182 Avg Close $451.15 Range $416.63 - $489.25

Q4 2021

Shares 19,903 Value ($000) $9,994 Avg Close $422.19 Range $356.94 - $475.98

Q3 2021

Shares 19,679 Value ($000) $7,689 Avg Close $384.84 Range $363.78 - $400.47

Q2 2021

Shares 18,976 Value ($000) $7,599 Avg Close $369.03 Range $333.51 - $394.04

Q1 2021

Shares 18,732 Value ($000) $6,970 Avg Close $319.66 Range $295.28 - $351.97

Q4 2020

Shares 18,422 Value ($000) $6,460 Avg Close $308.19 Range $275.16 - $337.94

Q3 2020

Shares 18,300 Value ($000) $5,705 Avg Close $281.21 Range $262.60 - $296.87

Q2 2020

Shares 19,060 Value ($000) $5,622 Avg Close $261.11 Range $205.85 - $287.65

Q1 2020

Shares 19,364 Value ($000) $4,829 Avg Close $249.73 Range $170.96 - $278.13

Q4 2019

Shares 18,035 Value ($000) $5,302 Avg Close $236.60 Range $191.58 - $272.04

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	7,043	$2,325	$337.21	$302.50 - $378.46
Q3 2025	7,907	$2,730	$298.94	$231.57 - $357.63
Q2 2025	14,489	$4,520	$374.94	$243.94 - $594.32
Q1 2025	16,782	$8,790	$499.48	$427.96 - $540.60
Q4 2024	17,361	$8,782	$552.89	$464.38 - $613.22
Q3 2024	18,772	$10,976	$548.30	$469.38 - $588.97
Q2 2024	19,394	$9,877	$473.12	$420.98 - $509.52
Q1 2024	19,159	$9,478	$488.97	$449.89 - $527.55
Q4 2023	19,804	$10,426	$511.31	$481.83 - $533.02
Q3 2023	20,102	$10,135	$469.94	$426.58 - $492.38
Q2 2023	20,253	$9,734	$464.88	$423.41 - $503.95
Q1 2023	20,287	$9,587	$457.25	$434.73 - $497.60
Q4 2022	20,350	$10,789	$500.41	$460.31 - $526.71
Q3 2022	20,548	$10,378	$495.09	$463.11 - $520.39
Q2 2022	20,042	$10,294	$471.05	$423.08 - $518.69
Q1 2022	19,965	$10,182	$451.15	$416.63 - $489.25
Q4 2021	19,903	$9,994	$422.19	$356.94 - $475.98
Q3 2021	19,679	$7,689	$384.84	$363.78 - $400.47
Q2 2021	18,976	$7,599	$369.03	$333.51 - $394.04
Q1 2021	18,732	$6,970	$319.66	$295.28 - $351.97
Q4 2020	18,422	$6,460	$308.19	$275.16 - $337.94
Q3 2020	18,300	$5,705	$281.21	$262.60 - $296.87
Q2 2020	19,060	$5,622	$261.11	$205.85 - $287.65
Q1 2020	19,364	$4,829	$249.73	$170.96 - $278.13
Q4 2019	18,035	$5,302	$236.60	$191.58 - $272.04