Position in CI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$131,134,635
+$5,063,517 QoQ
Shares Held
475,677
+0.6% QoQ
Ownership
0.180%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#73
of 1,684 holders
Holding Since
Mar 2020
26 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,537,078,951 across 11 Healthcare Plans names. CI ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,951,573 | $811,132,285 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,902,944 | $300,309,556 | |
| 3 | ELV |
Elevance Health, Inc.
|
468,145 | $181,045,715 | |
| 4 | CI |
Cigna Group
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|
475,677 | $131,134,635 | |
| 5 | CNC |
Centene Corp
|
754,265 | $48,416,270 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
119,548 | $27,340,627 | |
| 7 | ALHC |
Alignment Healthcare, Inc.
|
841,221 | $20,029,472 | |
| 8 | HUM |
Humana Inc
|
38,820 | $15,420,080 |
All Filings in CI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $131,134,635 | 475,677 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $126,071,118 | 472,619 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $99,217,112 | 360,488 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $118,154,828 | 409,904 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $135,971,851 | 411,313 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $108,299,233 | 329,177 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $82,656,433 | 299,328 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $109,982,574 | 317,465 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $101,543,500 | 307,177 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $107,927,719 | 297,166 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $89,381,333 | 298,485 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $88,541,811 | 309,511 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $69,507,426 | 247,710 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $50,463,533 | 1,928,419 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $66,983,031 | 202,158 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $49,719,016 | 179,187 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $47,674,720 | 180,915 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $43,446,804 | 181,323 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $43,920,641 | 191,267 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $37,746,573 | 188,582 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $39,206,636 | 165,380 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $39,073,403 | 161,634 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $29,571,760 | 142,049 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $22,803,263 | 134,604 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $25,654,382 | 136,714 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $21,269,395 | 120,044 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||