Position in CI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$499,532
+$30,586 QoQ
Shares Held
1,812
+3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#988
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, 2026TD PRIVATE CLIENT WEALTH LLC holds $17,336,808 across 9 Healthcare Plans names. CI ranks #3 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
111,151 | $11,498,570 | |
| 2 | UNH |
Unitedhealth Group Inc
|
11,937 | $4,961,375 | |
| 3 | CI |
Cigna Group
This page
|
1,812 | $499,532 | |
| 4 | ELV |
Elevance Health, Inc.
|
422 | $163,200 | |
| 5 | CNC |
Centene Corp
|
2,302 | $147,765 | |
| 6 | HUM |
Humana Inc
|
124 | $49,255 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
72 | $16,466 | |
| 8 | ALHC |
Alignment Healthcare, Inc.
|
15 | $357 |
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $499,532 | 1,812 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $468,946 | 1,758 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $462,111 | 1,679 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $707,365 | 2,454 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $2,814,227 | 8,513 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $1,471,288 | 4,472 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $1,186,573 | 4,297 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $2,141,345 | 6,181 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $1,965,569 | 5,946 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,440,999 | 6,721 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $1,860,482 | 6,213 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $2,140,375 | 7,482 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $2,382,574 | 8,491 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $2,159,995 | 8,453 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $2,860,458 | 8,633 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $2,408,994 | 8,682 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $2,579,860 | 9,790 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $2,273,180 | 9,487 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $2,665,315 | 11,607 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $2,212,568 | 11,054 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $2,395,829 | 10,106 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $2,590,244 | 10,715 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $2,068,268 | 9,935 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $1,799,134 | 10,620 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $2,350,128 | 12,524 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $1,752,133 | 9,889 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||