Position in CI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,062,086
+$50,525 QoQ
Shares Held
7,480
-0.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#576
of 1,682 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026GREENLEAF TRUST holds $15,154,239 across 7 Healthcare Plans names. CI ranks #2 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
18,096 | $7,521,240 | |
| 2 | CI |
Cigna Group
This page
|
7,480 | $2,062,086 | |
| 3 | ELV |
Elevance Health, Inc.
|
4,989 | $1,929,395 | |
| 4 | CVS |
CVS HEALTH Corp
|
17,412 | $1,801,270 | |
| 5 | HUM |
Humana Inc
|
2,483 | $986,297 | |
| 6 | CNC |
Centene Corp
|
7,635 | $490,090 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
1,591 | $363,861 |
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,062,086 | 7,480 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,011,561 | 7,541 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,144,041 | 7,790 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,582,431 | 8,959 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,000,343 | 9,076 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,102,470 | 9,430 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,486,088 | 9,003 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $3,115,881 | 8,994 | Shares | Defined | 2024-10-22 | |
| 2024-06-30 | $2,940,089 | 8,894 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $3,653,328 | 10,059 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $2,923,230 | 9,762 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $2,799,481 | 9,786 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $2,423,542 | 8,637 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $1,785,132 | 6,986 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $2,503,273 | 7,555 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $2,965,876 | 10,689 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,728,164 | 6,558 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,323,366 | 5,523 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $1,117,149 | 4,865 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,398,517 | 6,987 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,563,950 | 6,597 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $1,609,504 | 6,658 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $1,123,131 | 5,395 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $909,562 | 5,369 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $1,021,003 | 5,441 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $839,301 | 4,737 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||