EXENCIAL WEALTH ADVISORS, LLC

Position in CI — Cigna Group

CIK 1576151 OKLAHOMA CITY, OK

Position in CI

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$1,749,613

+$23,096 QoQ

Shares Held

6,559

+4.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $12,759,293 across 5 Healthcare Plans names. CI ranks #3 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	24,425	$6,609,160
2	CVS	CVS HEALTH Corp	38,212	$2,744,385
3	CI	Cigna Group This page	6,559	$1,749,613
4	HUM	Humana Inc	6,455	$1,119,232
5	ELV	Elevance Health, Inc.	1,834	$536,903

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,749,613	6,559	+4.6%	Shares	Sole	2026-04-28
2025-12-31	$1,726,517	6,273	-4.7%	Shares	Sole	2026-01-30
2025-09-30	$1,896,685	6,580	+2.7%	Shares	Sole	2025-10-27
2025-06-30	$2,117,364	6,405	-1.2%	Shares	Sole	2025-07-30
2025-03-31	$2,132,578	6,482	-1.9%	Shares	Sole	2025-05-09
2024-12-31	$1,823,904	6,605	+2.3%	Shares	Sole	2025-02-06
2024-09-30	$2,236,963	6,457	-0.1%	Shares	Sole	2024-10-31
2024-06-30	$2,136,143	6,462	+2.1%	Shares	Sole	2024-08-12
2024-03-31	$2,297,539	6,326	-1.5%	Shares	Sole	2024-05-10
2023-12-31	$1,923,367	6,423	+1.2%	Shares	Sole	2024-02-13
2023-09-30	$1,815,972	6,348	-0.8%	Shares	Sole	2023-11-08
2023-06-30	$1,796,401	6,402	+1.4%	Shares	Sole	2023-08-10
2023-03-31	$1,613,671	6,315	-1.2%	Shares	Sole	2023-05-02
2022-12-31	$2,118,256	6,393	-5.1%	Shares	Sole	2023-02-14
2022-09-30	$1,870,147	6,740	-0.5%	Shares	Sole	2022-11-08
2022-06-30	$1,785,875	6,777	-4.4%	Shares	Sole	2022-08-11
2022-03-31	$1,698,116	7,087	+0.1%	Shares	Sole	2022-05-12
2021-12-31	$1,626,239	7,082	+218.1%	Shares	Sole	2022-02-10
2021-09-30	$445,556	2,226	-67.8%	Shares	Sole	2021-11-04
2021-06-30	$1,638,627	6,912	+27.4%	Shares	Sole	2021-08-16
2021-03-31	$1,311,439	5,425	-6.5%	Shares	Sole	2021-05-06
2020-12-31	$1,208,484	5,805	+0.1%	Shares	Sole	2021-02-11
2020-09-30	$982,239	5,798	+1.3%	Shares	Sole	2020-11-13
2020-06-30	$1,073,545	5,721	0.0%	Shares	Sole	2020-08-17
2020-03-31	$1,013,646	5,721	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.