Joel Isaacson & Co., LLC

Position in UNH — Unitedhealth Group Inc

CIK 1599330 NEW YORK, NY

Position in UNH

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

Position Value

$2,288,043

+$286,760 QoQ

Shares Held

5,505

-25.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,335

of 3,353 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. UNH ranks #1 (48.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	5,505	$2,288,043
2	CI	Cigna Group	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	$2,288,043	5,505	-25.6%	Shares	Sole	2026-08-04
2026-03-31	$2,001,283	7,396	+7.3%	Shares	Sole	2026-04-23
2025-12-31	$2,276,438	6,896	-19.6%	Shares	Sole	2026-01-30
2025-09-30	$2,960,602	8,574	+47.7%	Shares	Sole	2025-10-30
2025-06-30	$1,810,673	5,804	-11.3%	Shares	Sole	2025-07-23
2025-03-31	$3,425,848	6,541	+1.1%	Shares	Sole	2025-04-25
2024-12-31	$3,271,902	6,468	+11.4%	Shares	Sole	2025-01-28
2024-09-30	$3,394,652	5,806	-2.7%	Shares	Sole	2024-10-23
2024-06-30	$3,039,772	5,969	-0.9%	Shares	Sole	2024-07-24
2024-03-31	$2,979,578	6,023	+6.3%	Shares	Sole	2024-04-30
2023-12-31	$2,984,031	5,668	+5.3%	Shares	Sole	2024-02-12
2023-09-30	$2,713,046	5,381	+9.6%	Shares	Sole	2023-10-24
2023-06-30	$2,358,981	4,908	+0.2%	Shares	Sole	2023-07-27
2023-03-31	$2,315,691	4,900	-2.7%	Shares	Sole	2023-04-25
2022-12-31	$2,671,046	5,038	+3.8%	Shares	Sole	2023-01-27
2022-09-30	$2,451,969	4,855	+4.5%	Shares	Sole	2022-10-14
2022-06-30	$2,386,324	4,646	+1.2%	Shares	Sole	2022-07-15
2022-03-31	$2,341,782	4,592	+0.3%	Shares	Sole	2022-04-21
2021-12-31	$2,298,294	4,577	+0.3%	Shares	Sole	2022-01-19
2021-09-30	$1,783,728	4,565	+0.4%	Shares	Sole	2021-10-21
2021-06-30	$1,820,800	4,547	+3.9%	Shares	Sole	2021-07-20
2021-03-31	$1,627,806	4,375	+2.4%	Shares	Sole	2021-04-23
2020-12-31	$1,497,754	4,271	+0.1%	Shares	Sole	2021-01-22
2020-09-30	$1,330,322	4,267	-3.6%	Shares	Sole	2020-10-14
2020-06-30	$1,305,448	4,426	+3.4%	Shares	Sole	2020-07-21
2020-03-31	$1,067,845	4,282	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.