Position in CI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,908,866
+$1,341,398 QoQ
Shares Held
14,179
+47.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#459
of 1,684 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $47,238,638 across 7 Healthcare Plans names. CI ranks #3 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
54,979 | $22,850,921 | |
| 2 | CVS |
CVS HEALTH Corp
|
159,641 | $16,514,861 | |
| 3 | CI |
Cigna Group
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|
14,179 | $3,908,866 | |
| 4 | ELV |
Elevance Health, Inc.
|
8,013 | $3,098,867 | |
| 5 | HUM |
Humana Inc
|
932 | $370,209 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
1,283 | $293,422 | |
| 7 | CNC |
Centene Corp
|
3,139 | $201,492 |
All Filings in CI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,908,866 | 14,179 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,567,468 | 9,625 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,653,217 | 9,640 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,812,167 | 9,756 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,517,701 | 10,641 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,544,975 | 10,775 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,898,365 | 10,496 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,616,833 | 10,440 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,754,944 | 11,359 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,027,915 | 8,337 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,835,492 | 9,469 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,267,676 | 7,927 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,213,372 | 7,888 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,198,580 | 8,604 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,408,510 | 7,269 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,060,214 | 7,425 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,937,926 | 7,354 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,752,986 | 7,316 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,546,558 | 6,735 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $1,406,924 | 7,029 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,671,817 | 7,052 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,628,844 | 6,738 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,424,367 | 6,842 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,149,955 | 6,788 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,976,892 | 10,535 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,923,997 | 10,859 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||