Position in CI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,333,522
+$524,912 QoQ
Shares Held
12,092
+14.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#488
of 1,682 holders
Holding Since
Dec 2021
19 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, 2026Sequoia Financial Advisors, LLC holds $44,871,549 across 7 Healthcare Plans names. CI ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
56,842 | $23,625,240 | |
| 2 | ELV |
Elevance Health, Inc.
|
16,432 | $6,354,747 | |
| 3 | CVS |
CVS HEALTH Corp
|
55,759 | $5,768,268 | |
| 4 | CI |
Cigna Group
This page
|
12,092 | $3,333,522 | |
| 5 | CNC |
Centene Corp
|
37,577 | $2,412,067 | |
| 6 | HUM |
Humana Inc
|
5,753 | $2,285,206 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
4,777 | $1,092,499 |
All Filings in CI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,333,522 | 12,092 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,808,610 | 10,529 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,768,456 | 24,592 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,761,207 | 6,110 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,558,689 | 7,740 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,130,275 | 6,475 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,744,100 | 6,316 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $1,714,185 | 4,948 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,529,216 | 4,626 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,364,868 | 3,758 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,531,087 | 5,113 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $807,289 | 2,822 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $780,909 | 2,783 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $673,832 | 2,637 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $886,334 | 2,675 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $408,158 | 1,471 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $395,016 | 1,499 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $307,419 | 1,283 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $215,852 | 940 | Shares | Sole | 2022-02-22 | |
| No filing history on record for this holder in this stock. | ||||||