Clearstead Advisors, LLC

Position in UNH — Unitedhealth Group Inc

CIK 842775 CLEVELAND, OH

Position in UNH

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

Position Value

$5,730,290

+$1,917,136 QoQ

Shares Held

13,787

-2.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#922

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 Advisors, LLC holds $15,243,852 across 11 Healthcare Plans names. UNH ranks #1 (37.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	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	458	$181,926
8	OSCR	Oscar Health, Inc.	34	$969

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,730,290	13,787	-2.2%	Shares	Sole	2026-08-06
2026-03-31	$3,813,154	14,092	-18.7%	Shares	Sole	2026-05-06
2025-12-31	$5,724,767	17,342	-0.8%	Shares	Sole	2026-02-09
2025-09-30	$6,034,462	17,476	-5.2%	Shares	Sole	2025-11-10
2025-06-30	$5,748,983	18,428	-14.9%	Shares	Sole	2025-08-08
2025-03-31	$11,345,996	21,663	-52.2%	Shares	Sole	2025-05-13
2024-12-31	$22,928,610	45,326	-1.3%	Shares	Sole	2025-02-10
2024-09-30	$26,855,521	45,932	+7.6%	Shares	Sole	2024-11-13
2024-06-30	$21,748,966	42,707	+249.4%	Shares	Sole	2024-08-12
2024-03-31	$6,047,212	12,224	-8.4%	Shares	Sole	2024-05-14
2023-12-31	$7,023,109	13,340	-22.1%	Shares	Sole	2024-02-12
2023-09-30	$8,638,287	17,133	+47.9%	Shares	Sole	2023-11-07
2023-06-30	$5,569,175	11,587	+1.8%	Shares	Sole	2023-08-07
2023-03-31	$5,377,129	11,378	+9.9%	Shares	Sole	2023-05-09
2022-12-31	$5,490,544	10,356	+0.6%	Shares	Sole	2023-02-14
2022-09-30	$5,197,366	10,291	-33.8%	Shares	Sole	2022-11-15
2022-06-30	$7,986,946	15,550	+1.8%	Shares	Sole	2022-08-12
2022-03-31	$7,788,261	15,272	+6.9%	Shares	Sole	2022-05-04
2021-12-31	$7,173,069	14,285	+4.9%	Shares	Sole	2022-02-14
2021-09-30	$5,323,441	13,624	-4.3%	Shares	Sole	2021-11-12
2021-06-30	$5,700,263	14,235	+0.3%	Shares	Sole	2021-08-12
2021-03-31	$5,283,021	14,199	+1.5%	Shares	Sole	2021-05-14
2020-12-31	$4,907,065	13,993	+65.9%	Shares	Sole	2021-02-11
2020-09-30	$2,630,403	8,437	+1.8%	Shares	Sole	2020-11-12
2020-06-30	$2,445,135	8,290	+5.5%	Shares	Sole	2020-08-11
2020-03-31	$1,959,378	7,857	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.