Position in CI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$239,014
-$3,728 QoQ
Shares Held
867
-4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,274
of 1,682 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026United Asset Strategies, Inc. holds $1,175,960 across 2 Healthcare Plans names. CI ranks #2 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
9,057 | $936,946 | |
| 2 | CI |
Cigna Group
This page
|
867 | $239,014 |
All Filings in CI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,014 | 867 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $242,742 | 910 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $288,441 | 1,048 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $326,010 | 1,131 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $14,293,287 | 43,237 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $15,703,828 | 47,732 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $12,405,313 | 44,924 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $16,679,353 | 48,145 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $15,529,186 | 46,977 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $16,814,244 | 46,296 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $13,638,150 | 45,544 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $12,819,368 | 44,812 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $12,788,064 | 45,574 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $9,862,435 | 38,596 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $13,575,993 | 40,973 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $12,192,309 | 43,941 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $12,019,410 | 45,611 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $11,219,019 | 46,822 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $10,230,935 | 44,554 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $8,893,909 | 44,434 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $9,926,595 | 41,872 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $9,861,299 | 40,793 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $8,222,485 | 39,497 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $516,022 | 3,046 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $520,165 | 2,772 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $516,125 | 2,913 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||