Position in CI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$438,882
+$14,216 QoQ
Shares Held
1,592
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,041
of 1,682 holders
Holding Since
Dec 2024
7 quarters on record
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026APPLETON PARTNERS INC/MA holds $17,340,060 across 2 Healthcare Plans names. CI ranks #2 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
40,664 | $16,901,178 | |
| 2 | CI |
Cigna Group
This page
|
1,592 | $438,882 |
All Filings in CI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $438,882 | 1,592 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $424,666 | 1,592 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $438,166 | 1,592 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $458,894 | 1,592 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $515,704 | 1,560 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $513,240 | 1,560 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $443,204 | 1,605 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||