Position in CI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$334,124
-$17,719 QoQ
Shares Held
1,212
-8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,139
of 1,682 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Obermeyer Wealth Partners holds $9,951,802 across 2 Healthcare Plans names. CI ranks #2 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
23,140 | $9,617,678 | |
| 2 | CI |
Cigna Group
This page
|
1,212 | $334,124 |
All Filings in CI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,124 | 1,212 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $351,843 | 1,319 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $385,046 | 1,399 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $431,510 | 1,497 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $507,109 | 1,534 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $541,534 | 1,646 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $459,773 | 1,665 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,445,519 | 7,059 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,322,584 | 7,026 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,457,706 | 6,767 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $412,342 | 1,377 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $389,341 | 1,361 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $246,086 | 877 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $224,099 | 877 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $290,585 | 877 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $248,335 | 895 | Shares | Sole | 2022-12-09 | |
| 2022-06-30 | $235,850 | 895 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $214,450 | 895 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||