Position in CI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$597,946
-$232,174 QoQ
Shares Held
2,169
-30.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#923
of 1,682 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $7,642,497 across 11 Healthcare Plans names. CI ranks #5 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
5,620 | $2,335,836 | |
| 2 | CNC |
Centene Corp
|
23,418 | $1,503,196 | |
| 3 | CVS |
CVS HEALTH Corp
|
14,501 | $1,500,123 | |
| 4 | MOH |
Molina Healthcare, Inc.
|
3,674 | $840,240 | |
| 5 | CI |
Cigna Group
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|
2,169 | $597,946 | |
| 6 | ELV |
Elevance Health, Inc.
|
1,503 | $581,248 | |
| 7 | HUM |
Humana Inc
|
453 | $179,935 | |
| 8 | ALHC |
Alignment Healthcare, Inc.
|
1,874 | $44,616 |
All Filings in CI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $597,946 | 2,169 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $830,120 | 3,112 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $413,941 | 1,504 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $321,397 | 1,115 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $510,082 | 1,543 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $418,159 | 1,271 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $247,693 | 897 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $329,461 | 951 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $325,275 | 984 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $311,975 | 859 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $294,057 | 982 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $298,368 | 1,043 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $313,708 | 1,118 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $313,788 | 1,228 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $383,689 | 1,158 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $266,646 | 961 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $276,956 | 1,051 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $129,387 | 540 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $106,087 | 462 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||