Position in CI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,705,523
-$223,658 QoQ
Shares Held
9,814
-10.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#527
of 1,682 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026CMH Wealth Management LLC holds $4,406,696 across 2 Healthcare Plans names. CI ranks #1 (61.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
This page
|
9,814 | $2,705,523 | |
| 2 | UNH |
Unitedhealth Group Inc
|
4,093 | $1,701,173 |
All Filings in CI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,705,523 | 9,814 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,929,181 | 10,981 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||