Position in CI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$829,245
+$172,507 QoQ
Shares Held
3,008
+22.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#815
of 1,682 holders
Holding Since
Sep 2023
12 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, 2026Crestwood Advisors Group, LLC holds $9,153,147 across 7 Healthcare Plans names. CI ranks #4 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
8,258 | $3,432,272 | |
| 2 | CVS |
CVS HEALTH Corp
|
23,110 | $2,390,729 | |
| 3 | ELV |
Elevance Health, Inc.
|
2,395 | $926,218 | |
| 4 | CI |
Cigna Group
This page
|
3,008 | $829,245 | |
| 5 | CNC |
Centene Corp
|
11,390 | $731,124 | |
| 6 | HUM |
Humana Inc
|
1,351 | $536,644 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
1,342 | $306,915 |
All Filings in CI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $829,245 | 3,008 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $656,738 | 2,462 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $475,046 | 1,726 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $389,137 | 1,350 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $576,199 | 1,743 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $500,738 | 1,522 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $461,705 | 1,672 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $538,021 | 1,553 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $450,896 | 1,364 | Shares | Other | 2024-08-01 | |
| 2024-03-31 | $497,206 | 1,369 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $367,125 | 1,226 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $320,111 | 1,119 | Shares | Other | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||