Position in CI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$48,769,170
+$9,466,759 QoQ
Shares Held
176,905
+20.1% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#23
of 855 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Derivatives in CI
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$1,240,560
PutShares
4,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $252,694,651 across 11 Healthcare Plans names. CI ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
214,789 | $89,272,752 | |
| 2 | CI |
Cigna Group
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|
176,905 | $48,769,170 | |
| 3 | CVS |
CVS HEALTH Corp
|
428,345 | $44,312,290 | |
| 4 | CNC |
Centene Corp
|
618,349 | $39,691,822 | |
| 5 | ELV |
Elevance Health, Inc.
|
34,065 | $13,173,957 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
52,673 | $12,046,315 | |
| 7 | HUM |
Humana Inc
|
7,907 | $3,140,818 | |
| 8 | PGNY |
Progyny, Inc.
|
34,126 | $983,852 |
All Filings in CI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,769,170 | 176,905 | Shares | Sole | 2026-07-15 | |
| 2026-06-30 | $1,240,560 | 4,500 | Put | Sole | 2026-07-15 | |
| 2026-03-31 | $39,302,411 | 147,338 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $26,153,180 | 95,023 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $26,123,809 | 90,629 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $36,221,320 | 109,569 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $30,139,361 | 91,609 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $28,344,942 | 102,647 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $18,439,961 | 53,227 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $11,851,265 | 35,851 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $12,631,021 | 34,778 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $9,496,158 | 31,712 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $9,336,466 | 32,637 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $450,082 | 1,604 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $309,957 | 1,213 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||