Position in CI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,045,219
+$822,033 QoQ
Shares Held
18,301
+15.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#404
of 1,679 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026MAI Capital Management holds $63,617,505 across 7 Healthcare Plans names. CI ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
93,560 | $38,886,342 | |
| 2 | CVS |
CVS HEALTH Corp
|
105,938 | $10,959,285 | |
| 3 | CI |
Cigna Group
This page
|
18,301 | $5,045,219 | |
| 4 | ELV |
Elevance Health, Inc.
|
9,511 | $3,678,188 | |
| 5 | CNC |
Centene Corp
|
45,665 | $2,931,236 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
7,203 | $1,647,325 | |
| 7 | HUM |
Humana Inc
|
1,183 | $469,910 |
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,045,219 | 18,301 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,223,186 | 15,832 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,955,605 | 14,372 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,071,243 | 14,124 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,062,493 | 9,264 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,999,164 | 9,116 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,463,444 | 8,921 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,121,077 | 9,009 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,844,859 | 11,631 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,656,596 | 10,068 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,853,159 | 9,528 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,247,651 | 7,857 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,107,306 | 7,510 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,974,224 | 7,726 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,230,249 | 6,731 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,547,172 | 5,576 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,597,194 | 6,061 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,481,987 | 6,185 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,359,409 | 5,920 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,087,269 | 5,432 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,245,091 | 5,252 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,343,590 | 5,558 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,054,223 | 5,064 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $599,372 | 3,538 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $755,103 | 4,024 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $383,949 | 2,167 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||