Position in CI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$38,043
-$8,905 QoQ
Shares Held
138
-21.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,462
of 1,679 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $389,307 across 9 Healthcare Plans names. CI ranks #3 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
623 | $258,937 | |
| 2 | CVS |
CVS HEALTH Corp
|
642 | $66,414 | |
| 3 | CI |
Cigna Group
This page
|
138 | $38,043 | |
| 4 | ELV |
Elevance Health, Inc.
|
55 | $21,270 | |
| 5 | MOH |
Molina Healthcare, Inc.
|
12 | $2,744 | |
| 6 | ALHC |
Alignment Healthcare, Inc.
|
33 | $785 | |
| 7 | PGNY |
Progyny, Inc.
|
16 | $461 | |
| 8 | HUM |
Humana Inc
|
1 | $397 |
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,043 | 138 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $46,948 | 176 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $48,440 | 176 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $50,732 | 176 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $42,975 | 130 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $39,809 | 121 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $30,651 | 111 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $33,604 | 97 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $29,090 | 88 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $31,960 | 88 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $29,346 | 98 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $17,736 | 62 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $17,397 | 62 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $15,842 | 62 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $20,543 | 62 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $17,203 | 62 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $16,338 | 62 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $14,855 | 62 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $70,955 | 309 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $48,438 | 242 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $14,698 | 62 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $14,987 | 62 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $13,739 | 66 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $10,503 | 62 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $11,634 | 62 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $10,985 | 62 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||