Joel Isaacson & Co., LLC
- SEC CIK
- 0001599330
- Latest filing
- Aug 4, 2026
UNH holding history
UnitedHealth Group Inc in every 13F filed by Joel Isaacson & Co., LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
UNH overviewAll 13F holders of UNHFull Q2 2026 holdings
- Shares (Q2 2026)
- 5,505
- Value
- $2.29M
- % of portfolio
- 0.1%
- Quarters held
- 22
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 5,505 | $2.29M | 0.1% | −1,891−25.6% | Reduced | Holders |
| Q1 2026 | 7,396 | $2.00M | 0.1% | +500+7.3% | Added | Holders |
| Q4 2025 | 6,896 | $2.28M | 0.1% | −1,678−19.6% | Reduced | Holders |
| Q3 2025 | 8,574 | $2.96M | 0.1% | +2,770+47.7% | Added | Holders |
| Q2 2025 | 5,804 | $1.81M | 0.1% | −737−11.3% | Reduced | Holders |
| Q1 2025 | 6,541 | $3.43M | 0.2% | +73+1.1% | Added | Holders |
| Q4 2024 | 6,468 | $3.27M | 0.1% | +662+11.4% | Added | Holders |
| Q3 2024 | 5,806 | $3.39M | 0.2% | −163−2.7% | Reduced | Holders |
| Q2 2024 | 5,969 | $3.04M | 0.2% | −54−0.9% | Reduced | Holders |
| Q1 2024 | 6,023 | $2.98M | 0.2% | +355+6.3% | Added | Holders |
| Q4 2023 | 5,668 | $2.98M | 0.2% | +287+5.3% | Added | Holders |
| Q3 2023 | 5,381 | $2.71M | 0.2% | +473+9.6% | Added | Holders |
| Q2 2023 | 4,908 | $2.36M | 0.2% | +8+0.2% | Added | Holders |
| Q1 2023 | 4,900 | $2.32M | 0.2% | −138−2.7% | Reduced | Holders |
| Q4 2022 | 5,038 | $2.67M | 0.2% | +183+3.8% | Added | Holders |
| Q3 2022 | 4,855 | $2.45M | 0.2% | +209+4.5% | Added | Holders |
| Q2 2022 | 4,646 | $2.39M | 0.2% | +54+1.2% | Added | Holders |
| Q1 2022 | 4,592 | $2.45M | 0.2% | +15+0.3% | Added | Holders |
| Q4 2021 | 4,577 | $2.30M | 0.2% | +12+0.3% | Added | Holders |
| Q3 2021 | 4,565 | $1.78M | 0.1% | +18+0.4% | Added | Holders |
| Q2 2021 | 4,547 | $1.82M | 0.1% | +172+3.9% | Added | Holders |
| Q1 2021 | 4,375 | $1.63M | 0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.