Position in CI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$837,515
-$41,959 QoQ
Shares Held
3,038
-7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#812
of 1,682 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $6,234,801 across 7 Healthcare Plans names. CI ranks #4 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
5,943 | $2,470,089 | |
| 2 | CVS |
CVS HEALTH Corp
|
10,757 | $1,112,811 | |
| 3 | CNC |
Centene Corp
|
15,182 | $974,532 | |
| 4 | CI |
Cigna Group
This page
|
3,038 | $837,515 | |
| 5 | ALHC |
Alignment Healthcare, Inc.
|
16,195 | $385,602 | |
| 6 | HUM |
Humana Inc
|
612 | $243,098 | |
| 7 | ELV |
Elevance Health, Inc.
|
546 | $211,154 |
All Filings in CI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $837,515 | 3,038 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $879,474 | 3,297 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $331,101 | 1,203 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $270,955 | 940 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $278,348 | 842 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $271,425 | 825 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $227,815 | 825 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $1,082,971 | 3,126 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,044,601 | 3,160 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,174,556 | 3,234 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $957,641 | 3,198 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $895,685 | 3,131 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $853,024 | 3,040 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $718,294 | 2,811 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $932,059 | 2,813 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $910,934 | 3,283 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $848,007 | 3,218 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $739,436 | 3,086 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $693,941 | 3,022 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $499,199 | 2,494 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $662,847 | 2,796 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $637,226 | 2,636 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $524,197 | 2,518 | Shares | Defined | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||