Position in CI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$30,046,086
+$4,516,512 QoQ
Shares Held
108,989
+13.9% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#172
of 1,682 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, 2026Creative Planning holds $303,589,088 across 11 Healthcare Plans names. CI ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
349,810 | $145,391,529 | |
| 2 | CVS |
CVS HEALTH Corp
|
332,113 | $34,357,089 | |
| 3 | CI |
Cigna Group
This page
|
108,989 | $30,046,086 | |
| 4 | CNC |
Centene Corp
|
460,329 | $29,548,517 | |
| 5 | HUM |
Humana Inc
|
59,025 | $23,445,910 | |
| 6 | ELV |
Elevance Health, Inc.
|
51,889 | $20,067,032 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
58,051 | $13,276,262 | |
| 8 | PGNY |
Progyny, Inc.
|
96,672 | $2,787,053 |
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,046,086 | 108,989 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $25,529,574 | 95,706 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $18,874,447 | 68,577 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $20,592,580 | 71,440 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $25,926,066 | 78,426 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $24,984,918 | 75,942 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $16,194,506 | 58,646 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $20,666,877 | 59,655 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $18,399,844 | 55,661 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $20,189,368 | 55,589 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $15,566,908 | 51,985 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $14,533,785 | 50,805 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $12,249,873 | 43,656 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $9,171,226 | 35,891 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,255,588 | 40,006 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $10,276,378 | 37,036 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $8,878,515 | 33,692 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $7,786,366 | 32,496 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,817,064 | 34,042 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,765,007 | 33,798 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $7,595,959 | 32,041 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $8,379,433 | 34,663 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $7,284,010 | 34,989 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $5,859,722 | 34,589 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $6,555,365 | 34,934 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $5,737,797 | 32,384 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||