Position in CI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,243,375
+$481,979 QoQ
Shares Held
11,765
+13.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#497
of 1,682 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $25,878,625 across 7 Healthcare Plans names. CI ranks #3 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
24,815 | $10,313,858 | |
| 2 | CVS |
CVS HEALTH Corp
|
74,542 | $7,711,369 | |
| 3 | CI |
Cigna Group
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|
11,765 | $3,243,375 | |
| 4 | ELV |
Elevance Health, Inc.
|
5,972 | $2,309,551 | |
| 5 | CNC |
Centene Corp
|
25,982 | $1,667,784 | |
| 6 | PGNY |
Progyny, Inc.
|
12,356 | $356,223 | |
| 7 | HUM |
Humana Inc
|
696 | $276,465 |
All Filings in CI
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,243,375 | 11,765 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,761,396 | 10,352 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,122,484 | 11,345 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $3,198,030 | 9,674 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,199,196 | 9,724 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,768,579 | 10,026 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,730,119 | 10,767 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,796,317 | 5,434 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,743,675 | 4,801 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,487,068 | 4,966 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $1,304,479 | 4,560 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $4,693,876 | 16,728 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $319,923 | 1,252 | Shares | Sole | 2023-06-05 | |
| 2022-09-30 | $5,617,935 | 20,247 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $742,599 | 2,818 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $710,683 | 2,966 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $573,156 | 2,496 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $533,626 | 2,666 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $671,145 | 2,831 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $678,564 | 2,807 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $522,531 | 2,510 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $424,033 | 2,503 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $472,878 | 2,520 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $507,975 | 2,867 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||