Position in CI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$9,964,729
+$1,744,295 QoQ
Shares Held
36,146
+17.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#312
of 1,682 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $101,521,577 across 10 Healthcare Plans names. CI ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
127,862 | $53,143,283 | |
| 2 | CVS |
CVS HEALTH Corp
|
214,619 | $22,202,335 | |
| 3 | ELV |
Elevance Health, Inc.
|
30,940 | $11,965,426 | |
| 4 | CI |
Cigna Group
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|
36,146 | $9,964,729 | |
| 5 | HUM |
Humana Inc
|
3,367 | $1,337,439 | |
| 6 | OSCR |
Oscar Health, Inc.
|
39,039 | $1,113,392 | |
| 7 | CNC |
Centene Corp
|
11,075 | $710,904 | |
| 8 | PGNY |
Progyny, Inc.
|
23,932 | $689,959 |
All Filings in CI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,964,729 | 36,146 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $8,220,434 | 30,817 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $8,495,799 | 30,868 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,245,330 | 32,074 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,451,286 | 31,615 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $9,367,288 | 28,472 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $8,246,368 | 29,863 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,556,893 | 27,586 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $8,618,951 | 26,073 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $10,219,077 | 28,137 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $8,046,820 | 26,872 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,879,798 | 27,545 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $7,808,536 | 27,828 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $7,249,130 | 28,369 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $10,161,535 | 30,668 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $7,733,366 | 27,871 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $6,527,653 | 24,771 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $5,812,459 | 24,258 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $6,612,195 | 28,795 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $5,022,815 | 25,094 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $5,674,270 | 23,935 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $5,767,916 | 23,860 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $5,065,643 | 24,333 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $4,351,973 | 25,689 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $6,112,698 | 32,575 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $3,931,624 | 22,190 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||