Position in CI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,272,939
+$1,129,550 QoQ
Shares Held
37,264
+8.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#306
of 1,682 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026NewEdge Advisors, LLC holds $82,661,702 across 9 Healthcare Plans names. CI ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
94,610 | $39,322,754 | |
| 2 | CVS |
CVS HEALTH Corp
|
182,038 | $18,831,831 | |
| 3 | CI |
Cigna Group
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|
37,264 | $10,272,939 | |
| 4 | ELV |
Elevance Health, Inc.
|
16,949 | $6,554,686 | |
| 5 | CNC |
Centene Corp
|
42,527 | $2,729,808 | |
| 6 | OSCR |
Oscar Health, Inc.
|
94,411 | $2,692,601 | |
| 7 | HUM |
Humana Inc
|
3,514 | $1,395,831 | |
| 8 | MOH |
Molina Healthcare, Inc.
|
3,704 | $847,104 |
All Filings in CI
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,272,939 | 37,264 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $9,143,389 | 34,277 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $6,383,134 | 23,192 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $7,132,746 | 24,745 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $7,347,140 | 22,225 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,996,843 | 21,267 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,477,318 | 27,078 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,071,184 | 26,184 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,453,387 | 19,522 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $5,192,890 | 14,298 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,890,454 | 12,992 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,703,748 | 12,947 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,341,443 | 15,472 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,023,942 | 11,834 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,014,531 | 9,098 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,979,750 | 10,739 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,290,252 | 8,691 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $2,136,477 | 9,304 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,211,568 | 6,053 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $208,621 | 880 | Shares | Sole | 2021-07-22 | |
| 2020-12-31 | $420,523 | 2,020 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $2,923,169 | 17,255 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,782,299 | 9,498 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $943,660 | 5,326 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||