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Joel Isaacson & Co’s UnitedHealth UNH Stock Holding History

Joel Isaacson & Co’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.29M Sell
5,505
-1,891
-26% -$701K 0.07% 130
2026
Q1 		$2M Buy
7,396
+500
+7% +$149K 0.07% 133
2025
Q4 		$2.28M Sell
6,896
-1,678
-20% -$569K 0.08% 120
2025
Q3 		$2.96M Buy
8,574
+2,770
+48% +$838K 0.11% 92
2025
Q2 		$1.81M Sell
5,804
-737
-11% -$282K 0.07% 117
2025
Q1 		$3.43M Buy
6,541
+73
+1% +$37.3K 0.16% 62
2024
Q4 		$3.27M Buy
6,468
+662
+11% +$376K 0.15% 65
2024
Q3 		$3.39M Sell
5,806
-163
-3% -$92.2K 0.16% 62
2024
Q2 		$3.04M Sell
5,969
-54
-0.9% -$26.5K 0.16% 62
2024
Q1 		$2.98M Buy
6,023
+355
+6% +$180K 0.16% 64
2023
Q4 		$2.98M Buy
5,668
+287
+5% +$153K 0.18% 53
2023
Q3 		$2.71M Buy
5,381
+473
+10% +$233K 0.19% 52
2023
Q2 		$2.36M Buy
4,908
+8
+0.2% +$3.91K 0.16% 62
2023
Q1 		$2.32M Sell
4,900
-138
-3% -$66.6K 0.17% 63
2022
Q4 		$2.67M Buy
5,038
+183
+4% +$96.9K 0.21% 55
2022
Q3 		$2.45M Buy
4,855
+209
+4% +$110K 0.21% 52
2022
Q2 		$2.39M Buy
4,646
+54
+1% +$27.1K 0.2% 53
2022
Q1 		$2.45M Buy
4,592
+15
+0.3% +$7.24K 0.18% 57
2021
Q4 		$2.3M Buy
4,577
+12
+0.3% +$5.43K 0.16% 63
2021
Q3 		$1.78M Buy
4,565
+18
+0.4% +$7.46K 0.13% 75
2021
Q2 		$1.82M Buy
4,547
+172
+4% +$68.6K 0.14% 68
2021
Q1 		$1.63M Buy
4,375
+104
+2% +$36K 0.14% 69
2020
Q4 		$1.5M Buy
4,271
+4
+0.1% +$1.34K 0.15% 69
2020
Q3 		$1.33M Sell
4,267
-159
-4% -$48.8K 0.17% 68
2020
Q2 		$1.3M Buy
4,426
+144
+3% +$41.3K 0.19% 61
2020
Q1 		$1.07M Sell
4,282
-514
-11% -$141K 0.19% 61
2019
Q4 		$1.41M Buy
4,796
+21
+0.4% +$5.49K 0.19% 56
2019
Q3 		$1.04M Sell
4,775
-308
-6% -$74.3K 0.15% 70
2019
Q2 		$1.24M Buy
5,083
+674
+15% +$162K 0.18% 60
2019
Q1 		$1.09M Buy
4,409
+4
+0.1% +$1.02K 0.16% 76
2018
Q4 		$1.09M Buy
4,405
+485
+12% +$128K 0.17% 72
2018
Q3 		$1.04M Buy
3,920
+3
+0.1% +$780 0.16% 60
2018
Q2 		$961K Buy
3,917
+553
+16% +$133K 0.16% 66
2018
Q1 		$720K Buy
3,364
+2
+0.1% +$457 0.13% 87
2017
Q4 		$741K Buy
3,362
+2
+0.1% +$424 0.13% 85
2017
Q3 		$658K Buy
3,360
+2
+0.1% +$386 0.12% 86
2017
Q2 		$623K Hold
3,358
– – 0.12% 86
2017
Q1 		$551K Hold
3,358
– – 0.11% 85
2016
Q4 		$537K Hold
3,358
– – 0.11% 79
2016
Q3 		$470K Buy
3,358
+136
+4% +$19K 0.1% 92
2016
Q2 		$455K Buy
3,222
+300
+10% +$40K 0.1% 95
2016
Q1 		$377K Buy
2,922
+328
+13% +$38.8K 0.08% 116
2015
Q4 		$305K Hold
2,594
– – 0.07% 125
2015
Q3 		$301K Sell
2,594
-77
-3% -$9.22K 0.08% 112
2015
Q2 		$326K Sell
2,671
-431
-14% -$51K 0.08% 118
2015
Q1 		$367K Buy
3,102
+214
+7% +$23.8K 0.09% 108
2014
Q4 		$292K Buy
2,888
+2,380
+469% +$226K 0.08% 116
2014
Q3 		$44K Hold
508
– – 0.01% 325
2014
Q2 		$42K Hold
508
– – 0.01% 325
2014
Q1 		$42K Hold
508
– – 0.01% 322
2013
Q4 		$38K Hold
508
– – 0.01% 304
2013
Q3 		$36K Hold
508
– – 0.01% 300
2013
Q2 		$33K Buy
+508
New +$31.6K 0.02% 271

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Joel Isaacson & Co's UNH Position: Q2 2026 in Review

Joel Isaacson & Co reduced its UnitedHealth (UNH) stake by 26% in Q2 2026, selling an estimated $701K and leaving 5,505 shares worth $2.29M. The position accounts for 0.07% of the portfolio, ranked #130.

Joel Isaacson & Co first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.43M in Q1 2025. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Joel Isaacson & Co held 5,505 shares of UnitedHealth worth $2.29M as of Q2 2026.
  • Joel Isaacson & Co sold 1,891 UnitedHealth shares in Q2 2026, an estimated $701K.
  • UnitedHealth made up 0.07% of Joel Isaacson & Co's portfolio in Q2 2026, its #130 holding.
  • Joel Isaacson & Co first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
  • Joel Isaacson & Co's UnitedHealth position peaked at $3.43M in Q1 2025.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.