Connecticut Wealth Management, LLC

Position in CI — Cigna Group

CIK 1689829 FARMINGTON, CT

Position in CI

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,439,325

-$132,099 QoQ

Shares Held

5,221

-11.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#671

of 1,682 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Connecticut Wealth Management, LLC holds $4,175,320 across 3 Healthcare Plans names. CI ranks #2 (34.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	5,739	$2,385,300
2	CI	Cigna Group This page	5,221	$1,439,325
3	CVS	CVS HEALTH Corp	3,390	$350,695

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,439,325	5,221	-11.4%	Shares	Sole	2026-07-29
2026-03-31	$1,571,424	5,891	-8.8%	Shares	Sole	2026-05-01
2025-12-31	$1,777,435	6,458	-1.8%	Shares	Sole	2026-02-12
2025-09-30	$1,896,108	6,578	-1.0%	Shares	Sole	2025-11-13
2025-06-30	$2,196,704	6,645	+1.6%	Shares	Sole	2025-08-14
2025-03-31	$2,151,660	6,540	+39.5%	Shares	Sole	2025-05-15
2024-12-31	$1,294,820	4,689	-4.0%	Shares	Sole	2025-02-18
2024-09-30	$1,692,012	4,884	-39.2%	Shares	Sole	2024-11-13
2024-06-30	$2,656,460	8,036	+37.3%	Shares	Sole	2024-08-13
2024-03-31	$2,125,024	5,851	-7.5%	Shares	Sole	2024-05-01
2023-12-31	$1,894,021	6,325	-2.9%	Shares	Sole	2024-02-06
2023-09-30	$1,863,459	6,514	-11.7%	Shares	Sole	2023-10-19
2023-06-30	$2,069,425	7,375	+2.7%	Shares	Sole	2023-07-25
2023-03-31	$1,834,194	7,178	-9.4%	Shares	Sole	2023-04-18
2022-12-31	$2,624,875	7,922	+35.5%	Shares	Sole	2023-01-17
2022-09-30	$1,622,644	5,848	-11.2%	Shares	Sole	2022-11-02
2022-06-30	$1,735,806	6,587	-5.2%	Shares	Sole	2022-07-12
2022-03-31	$1,664,570	6,947	+25.1%	Shares	Sole	2022-04-18
2021-12-31	$1,274,676	5,551	-0.6%	Shares	Sole	2022-01-24
2021-09-30	$1,117,893	5,585	-3.3%	Shares	Sole	2021-11-02
2021-06-30	$1,368,605	5,773	-4.4%	Shares	Sole	2021-07-29
2021-03-31	$1,460,109	6,040	-2.5%	Shares	Sole	2021-05-12
2020-12-31	$1,289,258	6,193	-9.3%	Shares	Sole	2021-01-29
2020-09-30	$1,156,731	6,828	+17.9%	Shares	Sole	2020-10-13
2020-06-30	$1,086,305	5,789	-0.5%	Shares	Sole	2020-07-14
2020-03-31	$1,030,656	5,817	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.