Position in CI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$413,795
+$10,736 QoQ
Shares Held
1,501
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,063
of 1,682 holders
Holding Since
Mar 2020
25 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, 2026Wharton Business Group, LLC holds $634,078 across 2 Healthcare Plans names. CI ranks #1 (65.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
This page
|
1,501 | $413,795 | |
| 2 | UNH |
Unitedhealth Group Inc
|
530 | $220,283 |
All Filings in CI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,795 | 1,501 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $403,059 | 1,511 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $415,872 | 1,511 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $435,545 | 1,511 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $499,506 | 1,511 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $493,829 | 1,501 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $414,486 | 1,501 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $520,006 | 1,501 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $496,185 | 1,501 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $545,148 | 1,501 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $449,474 | 1,501 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $429,391 | 1,501 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $421,180 | 1,501 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $383,550 | 1,501 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $497,341 | 1,501 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $416,482 | 1,501 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $395,543 | 1,501 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $359,654 | 1,501 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $344,674 | 1,501 | Shares | Sole | 2022-02-10 | |
| 2021-06-30 | $389,506 | 1,643 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $427,396 | 1,768 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $381,385 | 1,832 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $275,460 | 1,626 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $305,118 | 1,626 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $288,094 | 1,626 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||