UnitedHealth shares owned by Joel Isaacson & Co
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Joel Isaacson & Co
from 13F filings
Historical chart of Joel Isaacson & Co investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Joel Isaacson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 8.6k | 345.30 |
| 2025-06-30 | $1.8M | 5.8k | 311.94 |
| 2025-03-31 | $3.4M | 6.5k | 523.72 |
| 2024-12-31 | $3.3M | 6.5k | 505.86 |
| 2024-09-30 | $3.4M | 5.8k | 584.66 |
| 2024-06-30 | $3.0M | 6.0k | 509.28 |
| 2024-03-31 | $3.0M | 6.0k | 494.67 |
| 2023-12-31 | $3.0M | 5.7k | 526.42 |
| 2023-09-30 | $2.7M | 5.4k | 504.17 |
| 2023-06-30 | $2.4M | 4.9k | 480.68 |
| 2023-03-31 | $2.3M | 4.9k | 472.61 |
| 2022-12-31 | $2.7M | 5.0k | 530.13 |
| 2022-09-30 | $2.5M | 4.9k | 505.05 |
| 2022-06-30 | $2.4M | 4.6k | 513.56 |
| 2022-03-31 | $2.5M | 4.6k | 533.97 |
| 2021-12-31 | $2.3M | 4.6k | 502.08 |
| 2021-09-30 | $1.8M | 4.6k | 390.80 |
| 2021-06-30 | $1.8M | 4.5k | 400.48 |
| 2021-03-31 | $1.6M | 4.4k | 372.11 |
| 2020-12-31 | $1.5M | 4.3k | 350.74 |
| 2020-09-30 | $1.3M | 4.3k | 311.69 |
| 2020-06-30 | $1.3M | 4.4k | 294.85 |
| 2020-03-31 | $1.1M | 4.3k | 249.42 |
| 2019-12-31 | $1.4M | 4.8k | 293.99 |
| 2019-09-30 | $1.0M | 4.8k | 217.38 |
| 2019-06-30 | $1.2M | 5.1k | 243.95 |
| 2019-03-31 | $1.1M | 4.4k | 247.22 |
| 2018-12-31 | $1.1M | 4.4k | 247.67 |
| 2018-09-30 | $1.0M | 3.9k | 266.07 |
| 2018-06-30 | $961k | 3.9k | 245.34 |
| 2018-03-31 | $720k | 3.4k | 214.03 |
| 2017-12-31 | $741k | 3.4k | 220.40 |
| 2017-09-30 | $658k | 3.4k | 195.83 |
| 2017-06-30 | $623k | 3.4k | 185.53 |
| 2017-03-31 | $551k | 3.4k | 164.09 |
| 2016-12-31 | $537k | 3.4k | 159.92 |
| 2016-09-30 | $470k | 3.4k | 139.96 |
| 2016-06-30 | $455k | 3.2k | 141.22 |
| 2016-03-31 | $377k | 2.9k | 129.02 |
| 2015-12-31 | $305k | 2.6k | 117.58 |
| 2015-09-30 | $301k | 2.6k | 116.04 |
| 2015-06-30 | $326k | 2.7k | 122.05 |
| 2015-03-31 | $367k | 3.1k | 118.31 |
| 2014-12-31 | $292k | 2.9k | 101.11 |
| 2014-09-30 | $44k | 508 | 86.61 |
| 2014-06-30 | $42k | 508 | 82.68 |
| 2014-03-31 | $142k | 1.1k | 135.24 |
| 2013-12-31 | $38k | 508 | 74.80 |
| 2013-09-30 | $36k | 508 | 70.87 |
| 2013-06-30 | $33k | 508 | 64.96 |
| 2013-03-31 | $29k | 508 | 57.09 |
| 2012-12-31 | $28k | 508 | 55.12 |