Clearstead Trust, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1708001 PORTLAND, ME

Position in UNH

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,051,959

+$366,826 QoQ

Shares Held

2,531

-0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,785

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Clearstead Trust, LLC holds $1,262,492 across 8 Healthcare Plans names. UNH ranks #1 (83.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	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.	114	$3,286
8	MOH	Molina Healthcare, Inc.	7	$1,600

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,051,959	2,531	-0.0%	Shares	Sole	2026-08-06
2026-03-31	$685,133	2,532	-5.8%	Shares	Sole	2026-05-06
2025-12-31	$887,005	2,687	-8.2%	Shares	Sole	2026-02-09
2025-09-30	$1,010,693	2,927	-72.3%	Shares	Sole	2025-11-10
2025-06-30	$3,300,330	10,579	-8.5%	Shares	Sole	2025-08-08
2025-03-31	$6,058,216	11,567	-0.5%	Shares	Sole	2025-05-09
2024-12-31	$5,879,610	11,623	+5.1%	Shares	Sole	2025-02-10
2024-09-30	$6,465,391	11,058	-4.0%	Shares	Sole	2024-11-13
2024-06-30	$5,868,712	11,524	-2.9%	Shares	Sole	2024-08-09
2024-03-31	$5,873,573	11,873	-6.5%	Shares	Sole	2024-05-10
2023-12-31	$6,683,536	12,695	+17.2%	Shares	Sole	2024-02-06
2023-09-30	$5,462,394	10,834	-12.3%	Shares	Sole	2023-11-13
2023-06-30	$5,939,749	12,358	-10.1%	Shares	Sole	2023-08-08
2023-03-31	$6,494,331	13,742	-8.7%	Shares	Sole	2023-05-10
2022-12-31	$7,977,618	15,047	+1.5%	Shares	Sole	2023-02-01
2022-09-30	$7,483,682	14,818	+61.7%	Shares	Sole	2022-11-14
2022-06-30	$4,707,932	9,166	+4.2%	Shares	Sole	2022-08-11
2022-03-31	$4,486,716	8,798	+1.2%	Shares	Sole	2022-05-16
2021-12-31	$4,365,103	8,693	-0.9%	Shares	Sole	2022-02-09
2021-09-30	$3,426,008	8,768	+7.2%	Shares	Sole	2021-11-02
2021-06-30	$3,274,397	8,177	-3.8%	Shares	Sole	2021-08-12
2021-03-31	$3,162,595	8,500	+3.0%	Shares	Sole	2021-04-30
2020-12-31	$2,892,759	8,249	+0.8%	Shares	Sole	2021-02-16
2020-09-30	$2,550,278	8,180	-3.0%	Shares	Sole	2020-10-23
2020-06-30	$2,487,903	8,435	-17.6%	Shares	Sole	2020-08-17
2020-03-31	$2,553,651	10,240	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.