Position in CI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,209,190
+$326,423 QoQ
Shares Held
11,641
+7.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#498
of 1,679 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Perigon Wealth Management, LLC holds $14,407,436 across 9 Healthcare Plans names. CI ranks #3 (22.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
10,008 | $4,159,625 | |
| 2 | CVS |
CVS HEALTH Corp
|
34,184 | $3,536,334 | |
| 3 | CI |
Cigna Group
This page
|
11,641 | $3,209,190 | |
| 4 | OSCR |
Oscar Health, Inc.
|
42,945 | $1,224,791 | |
| 5 | CNC |
Centene Corp
|
14,894 | $956,045 | |
| 6 | ELV |
Elevance Health, Inc.
|
2,060 | $796,663 | |
| 7 | HUM |
Humana Inc
|
602 | $239,126 | |
| 8 | MOH |
Molina Healthcare, Inc.
|
981 | $224,354 |
All Filings in CI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,209,190 | 11,641 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,882,767 | 10,807 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,945,236 | 10,701 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,371,948 | 11,698 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,725,632 | 8,245 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,776,431 | 8,439 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,307,425 | 8,356 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,937,811 | 8,480 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,805,878 | 8,488 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,069,681 | 8,452 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,556,105 | 8,536 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,442,465 | 8,538 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,224,877 | 7,929 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,020,075 | 3,992 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,371,084 | 4,138 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $528,857 | 1,906 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $514,127 | 1,951 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $435,371 | 1,817 | Shares | Sole | 2022-05-16 | |
| 2021-06-30 | $224,031 | 945 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $217,082 | 898 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $172,997 | 831 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||