Position in PGNY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,286
+$2,013 QoQ
Shares Held
114
+52.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#277
of 309 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PGNY Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Clearstead Trust, LLC holds $1,262,492 across 8 Healthcare Plans names. PGNY ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
2,531 | $1,051,959 | |
| 2 | ELV |
Elevance Health, Inc.
|
239 | $92,428 | |
| 3 | CVS |
CVS HEALTH Corp
|
734 | $75,932 | |
| 4 | CI |
Cigna Group
|
52 | $14,335 | |
| 5 | HUM |
Humana Inc
|
35 | $13,902 | |
| 6 | CNC |
Centene Corp
|
141 | $9,050 | |
| 7 | PGNY |
Progyny, Inc.
This page
|
114 | $3,286 | |
| 8 | MOH |
Molina Healthcare, Inc.
|
7 | $1,600 |
All Filings in PGNY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,286 | 114 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,273 | 75 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $924 | 36 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,152 | 100 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,188 | 54 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,809 | 81 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||