Position in CI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,782,271
-$38,564 QoQ
Shares Held
6,465
-5.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#619
of 1,679 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Clearstead Advisors, LLC holds $15,243,852 across 11 Healthcare Plans names. CI ranks #4 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
13,787 | $5,730,290 | |
| 2 | CVS |
CVS HEALTH Corp
|
38,758 | $4,009,515 | |
| 3 | ELV |
Elevance Health, Inc.
|
7,908 | $3,058,260 | |
| 4 | CI |
Cigna Group
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|
6,465 | $1,782,271 | |
| 5 | CNC |
Centene Corp
|
4,169 | $267,608 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
928 | $212,233 | |
| 7 | HUM |
Humana Inc
|
458 | $181,926 | |
| 8 | OSCR |
Oscar Health, Inc.
|
34 | $969 |
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,782,271 | 6,465 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,820,835 | 6,826 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,491,106 | 9,051 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,972,206 | 6,842 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,411,581 | 7,295 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,840,755 | 5,595 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,441,174 | 5,219 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,843,753 | 5,322 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,066,062 | 6,250 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $672,991 | 1,853 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $551,287 | 1,841 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $412,226 | 1,441 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $404,344 | 1,441 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $320,690 | 1,255 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $397,276 | 1,199 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $341,843 | 1,232 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $305,946 | 1,161 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $278,187 | 1,161 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $266,370 | 1,160 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $170,936 | 854 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $210,044 | 886 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $205,962 | 852 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $147,807 | 710 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $120,281 | 710 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $133,231 | 710 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $128,278 | 724 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||