Joel Isaacson & Co., LLC

Position in CI — Cigna Group

CIK 1599330 NEW YORK, NY

Position in CI

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,173,845

+$182,336 QoQ

Shares Held

4,258

+14.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#723

of 1,684 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Joel Isaacson & Co., LLC holds $4,766,786 across 4 Healthcare Plans names. CI ranks #2 (24.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	5,505	$2,288,043
2	CI	Cigna Group This page	4,258	$1,173,845
3	ELV	Elevance Health, Inc.	2,458	$950,582
4	CVS	CVS HEALTH Corp	3,425	$354,316

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,173,845	4,258	+14.6%	Shares	Sole	2026-08-04
2026-03-31	$991,509	3,717	-1.2%	Shares	Sole	2026-04-23
2025-12-31	$1,035,415	3,762	-5.6%	Shares	Sole	2026-01-30
2025-09-30	$1,148,388	3,984	+0.3%	Shares	Sole	2025-10-30
2025-06-30	$1,313,394	3,973	-1.7%	Shares	Sole	2025-07-23
2025-03-31	$1,329,489	4,041	-0.2%	Shares	Sole	2025-04-25
2024-12-31	$1,118,643	4,051	+1.5%	Shares	Sole	2025-01-28
2024-09-30	$1,382,295	3,990	-9.5%	Shares	Sole	2024-10-23
2024-06-30	$1,457,483	4,409	-0.4%	Shares	Sole	2024-07-24
2024-03-31	$1,608,205	4,428	-21.4%	Shares	Sole	2024-04-30
2023-12-31	$1,686,202	5,631	0.0%	Shares	Sole	2024-02-12
2023-09-30	$1,610,860	5,631	0.0%	Shares	Sole	2023-10-24
2023-06-30	$1,580,058	5,631	0.0%	Shares	Sole	2023-07-27
2023-03-31	$1,438,889	5,631	0.0%	Shares	Sole	2023-04-25
2022-12-31	$1,865,775	5,631	-2.0%	Shares	Sole	2023-01-27
2022-09-30	$1,594,342	5,746	+0.4%	Shares	Sole	2022-10-14
2022-06-30	$1,508,124	5,723	0.0%	Shares	Sole	2022-07-15
2022-03-31	$1,371,288	5,723	-28.0%	Shares	Sole	2022-04-21
2021-12-31	$1,826,017	7,952	0.0%	Shares	Sole	2022-01-19
2021-09-30	$1,591,672	7,952	0.0%	Shares	Sole	2021-10-21
2021-06-30	$1,885,180	7,952	+41.8%	Shares	Sole	2021-07-20
2021-03-31	$1,355,436	5,607	-58.5%	Shares	Sole	2021-04-23
2020-12-31	$2,815,218	13,523	-15.6%	Shares	Sole	2021-01-22
2020-09-30	$2,715,472	16,029	0.0%	Shares	Sole	2020-10-14
2020-06-30	$3,007,841	16,029	-5.9%	Shares	Sole	2020-07-21
2020-03-31	$3,017,198	17,029	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.