Position in CI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,749,690
-$151,574 QoQ
Shares Held
17,229
-6.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#421
of 1,682 holders
Holding Since
Jun 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, 2026Atria Investments, Inc holds $57,693,295 across 8 Healthcare Plans names. CI ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
71,840 | $29,858,859 | |
| 2 | ELV |
Elevance Health, Inc.
|
30,858 | $11,933,714 | |
| 3 | CVS |
CVS HEALTH Corp
|
75,699 | $7,831,061 | |
| 4 | CI |
Cigna Group
This page
|
17,229 | $4,749,690 | |
| 5 | CNC |
Centene Corp
|
27,986 | $1,796,421 | |
| 6 | HUM |
Humana Inc
|
2,164 | $859,584 | |
| 7 | ALHC |
Alignment Healthcare, Inc.
|
18,204 | $433,437 | |
| 8 | MOH |
Molina Healthcare, Inc.
|
1,008 | $230,529 |
All Filings in CI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,749,690 | 17,229 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,901,264 | 18,374 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,385,790 | 15,935 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,202,912 | 18,050 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $6,111,101 | 18,486 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,843,369 | 17,761 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $5,209,657 | 18,866 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $7,708,290 | 22,250 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $7,754,511 | 23,458 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,321,046 | 22,911 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $5,498,201 | 18,361 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,963,229 | 24,341 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $6,541,347 | 23,312 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,138,597 | 24,023 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,860,378 | 23,723 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,587,411 | 16,533 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,584,457 | 17,397 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,188,382 | 17,480 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,796,702 | 16,534 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,915,930 | 19,564 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $4,025,211 | 16,979 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,890,563 | 16,094 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,268,121 | 10,895 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,652,255 | 9,753 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,786,615 | 9,521 | Shares | Sole | 2020-09-22 | |
| No filing history on record for this holder in this stock. | ||||||