GRIMES & Co WEALTH MANAGEMENT, LLC

Position in CI — Cigna Group

CIK 1321993 WESTBOROUGH, MA

Position in CI

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$369,961

+$16,518 QoQ

Shares Held

1,342

+1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,102

of 1,682 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

GRIMES & Co WEALTH MANAGEMENT, LLC holds $4,821,525 across 3 Healthcare Plans names. CI ranks #3 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	8,880	$3,690,793
2	CVS	CVS HEALTH Corp	7,354	$760,771
3	CI	Cigna Group This page	1,342	$369,961

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$369,961	1,342	+1.3%	Shares	Sole	2026-07-17
2026-03-31	$353,443	1,325	+1.1%	Shares	Sole	2026-04-21
2025-12-31	$360,551	1,310	-2.6%	Shares	Sole	2026-02-03
2025-09-30	$387,696	1,345	-6.7%	Shares	Sole	2025-10-27
2025-06-30	$476,696	1,442	+15.1%	Shares	Sole	2025-07-22
2025-03-31	$412,237	1,253	-9.1%	Shares	Sole	2025-04-17
2024-12-31	$380,520	1,378	+9.5%	Shares	Sole	2025-01-21
2024-09-30	$436,167	1,259	+0.1%	Shares	Sole	2024-10-22
2024-06-30	$415,857	1,258	+7.2%	Shares	Sole	2024-07-22
2024-03-31	$426,385	1,174	0.0%	Shares	Sole	2024-04-17
2023-12-31	$351,554	1,174	0.0%	Shares	Sole	2024-01-24
2023-09-30	$335,846	1,174	+1.3%	Shares	Sole	2023-10-19
2023-06-30	$325,215	1,159	+0.4%	Shares	Sole	2023-07-19
2023-03-31	$294,881	1,154	-2.3%	Shares	Sole	2023-04-20
2022-12-31	$391,312	1,181	-0.1%	Shares	Sole	2023-01-25
2022-09-30	$327,969	1,182	+0.2%	Shares	Sole	2022-10-28
2022-06-30	$310,953	1,180	+1.5%	Shares	Sole	2022-07-22
2022-03-31	$278,666	1,163	0.0%	Shares	Sole	2022-05-06
2021-12-31	$267,059	1,163	-2.6%	Shares	Sole	2022-02-01
2021-09-30	$238,991	1,194	0.0%	Shares	Sole	2021-11-08
2021-06-30	$283,061	1,194	-6.4%	Shares	Sole	2021-08-04
2021-03-31	$308,218	1,275	-4.9%	Shares	Sole	2021-05-12
2020-12-31	$279,169	1,341	-4.3%	Shares	Sole	2021-02-02
2020-09-30	$237,343	1,401	0.0%	Shares	Sole	2020-11-12
2020-06-30	$262,897	1,401	0.0%	Shares	Sole	2020-07-31
2020-03-31	$248,229	1,401	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.