Position in CI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$13,535,336
-$606,415 QoQ
Shares Held
49,098
-7.4% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#258
of 1,682 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 39%
Shared 0%
None 60%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Focus Partners Wealth holds $196,436,939 across 8 Healthcare Plans names. CI ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
223,546 | $92,912,423 | |
| 2 | CVS |
CVS HEALTH Corp
|
371,576 | $38,439,537 | |
| 3 | ELV |
Elevance Health, Inc.
|
52,563 | $20,327,688 | |
| 4 | CNC |
Centene Corp
|
281,266 | $18,054,464 | |
| 5 | CI |
Cigna Group
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|
49,098 | $13,535,336 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
32,286 | $7,383,808 | |
| 7 | HUM |
Humana Inc
|
8,100 | $3,217,482 | |
| 8 | OSCR |
Oscar Health, Inc.
|
89,979 | $2,566,201 |
All Filings in CI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,535,336 | 49,098 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $14,141,751 | 53,015 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,413,148 | 45,101 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,723,764 | 37,203 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,628,794 | 23,077 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,343,280 | 22,320 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $6,574,341 | 23,808 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $7,387,833 | 21,325 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,615,010 | 23,036 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,400,547 | 9,363 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $937,877 | 3,132 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||