Position in HUM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$181,926
+$146,555 QoQ
Shares Held
458
+124.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#715
of 918 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HUM 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. HUM ranks #7 (1.2% 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
|
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
This page
|
458 | $181,926 | |
| 8 | OSCR |
Oscar Health, Inc.
|
34 | $969 |
All Filings in HUM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $181,926 | 458 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $35,371 | 204 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $389,829 | 1,522 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $186,802 | 718 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $157,200 | 643 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $101,606 | 384 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $81,187 | 320 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $161,537 | 510 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $532,824 | 1,426 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $111,990 | 323 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $130,475 | 285 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $129,900 | 267 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $123,407 | 276 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $133,501 | 275 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $96,803 | 189 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $93,156 | 192 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $89,869 | 192 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $73,978 | 170 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $78,856 | 170 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $66,155 | 170 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $80,132 | 181 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $71,272 | 170 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $69,745 | 170 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $70,361 | 170 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $65,917 | 170 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $53,383 | 170 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||