Position in CI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$712,081
+$309,289 QoQ
Shares Held
2,583
+71.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#865
of 1,682 holders
Holding Since
Mar 2023
14 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, 2026MISSION WEALTH MANAGEMENT, LP holds $14,700,990 across 7 Healthcare Plans names. CI ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
18,946 | $7,874,525 | |
| 2 | ELV |
Elevance Health, Inc.
|
7,540 | $2,915,944 | |
| 3 | CNC |
Centene Corp
|
21,663 | $1,390,547 | |
| 4 | CVS |
CVS HEALTH Corp
|
7,342 | $759,529 | |
| 5 | CI |
Cigna Group
This page
|
2,583 | $712,081 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
2,604 | $595,534 | |
| 7 | HUM |
Humana Inc
|
1,140 | $452,830 |
All Filings in CI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $712,081 | 2,583 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $402,792 | 1,510 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $441,468 | 1,604 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $611,378 | 2,121 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $702,151 | 2,124 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $691,229 | 2,101 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $571,333 | 2,069 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $780,875 | 2,254 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $706,428 | 2,137 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $366,821 | 1,010 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $275,194 | 919 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $264,614 | 925 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $261,799 | 933 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $229,210 | 897 | Shares | Sole | 2023-04-07 | |
| No filing history on record for this holder in this stock. | ||||||