Position in CI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,927,671
-$2,272,757 QoQ
Shares Held
21,502
-30.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#379
of 1,679 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $71,987,529 across 8 Healthcare Plans names. CI ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
101,901 | $42,353,112 | |
| 2 | ELV |
Elevance Health, Inc.
|
32,593 | $12,604,690 | |
| 3 | CVS |
CVS HEALTH Corp
|
72,108 | $7,459,572 | |
| 4 | CI |
Cigna Group
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|
21,502 | $5,927,671 | |
| 5 | ALHC |
Alignment Healthcare, Inc.
|
110,976 | $2,642,338 | |
| 6 | HUM |
Humana Inc
|
2,340 | $929,494 | |
| 7 | OSCR |
Oscar Health, Inc.
|
2,244 | $63,998 | |
| 8 | CLOV |
Clover Health Investments, Corp. /De
|
1,270 | $6,654 |
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,927,671 | 21,502 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $8,200,428 | 30,742 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,574,873 | 16,622 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,898,869 | 13,526 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,469,102 | 7,469 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,825,123 | 8,587 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,571,042 | 12,932 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $8,557,760 | 24,702 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,122,843 | 15,497 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,829,838 | 10,545 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,150,214 | 10,520 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,998,585 | 10,482 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,548,128 | 9,081 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,273,194 | 8,896 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,576,783 | 16,831 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $4,375,979 | 15,771 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,041,342 | 15,336 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,537,949 | 10,592 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,302,959 | 10,029 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,485,787 | 12,419 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,938,327 | 29,267 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $7,095,069 | 29,350 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,633,350 | 27,060 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,512,153 | 8,926 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $5,950,569 | 31,711 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $487,245 | 2,750 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||