Position in CI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,954,362
-$417,099 QoQ
Shares Held
32,481
-7.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#326
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, 2026Allworth Financial LP holds $54,218,684 across 10 Healthcare Plans names. CI ranks #2 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
88,309 | $36,703,869 | |
| 2 | CI |
Cigna Group
This page
|
32,481 | $8,954,362 | |
| 3 | CVS |
CVS HEALTH Corp
|
33,215 | $3,436,091 | |
| 4 | CNC |
Centene Corp
|
38,574 | $2,476,065 | |
| 5 | MOH |
Molina Healthcare, Inc.
|
4,115 | $941,100 | |
| 6 | ELV |
Elevance Health, Inc.
|
2,002 | $774,233 | |
| 7 | HUM |
Humana Inc
|
1,759 | $698,709 | |
| 8 | ALHC |
Alignment Healthcare, Inc.
|
6,507 | $154,931 |
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,954,362 | 32,481 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $9,371,461 | 35,132 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,873,415 | 32,240 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,194,310 | 31,897 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $9,494,588 | 28,721 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,087,176 | 6,344 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,683,625 | 6,097 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,007,273 | 5,794 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,926,231 | 5,827 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,849,000 | 5,091 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,426,578 | 4,764 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,236,108 | 4,321 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,135,027 | 4,045 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,060,449 | 4,150 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,140,803 | 3,443 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $917,038 | 3,305 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $789,242 | 2,995 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $624,184 | 2,605 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $602,549 | 2,624 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $356,885 | 1,783 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $398,751 | 1,682 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $374,938 | 1,551 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $112,833 | 542 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $91,820 | 542 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $101,706 | 542 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $186,393 | 1,052 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||