Position in CI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$446,050
-$58,374 QoQ
Shares Held
1,618
-14.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,032
of 1,682 holders
Holding Since
Mar 2022
17 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, 2026One Wealth Advisors, LLC holds $682,959 across 2 Healthcare Plans names. CI ranks #1 (65.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
This page
|
1,618 | $446,050 | |
| 2 | UNH |
Unitedhealth Group Inc
|
570 | $236,909 |
All Filings in CI
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $446,050 | 1,618 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $504,424 | 1,891 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $328,899 | 1,195 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $444,481 | 1,542 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $507,109 | 1,534 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $294,784 | 896 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $429,932 | 1,241 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $579,158 | 1,752 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $743,449 | 2,047 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $574,345 | 1,918 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $590,162 | 2,063 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $527,247 | 1,879 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $446,155 | 1,746 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $446,977 | 1,349 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $309,379 | 1,115 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $302,257 | 1,147 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $274,832 | 1,147 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||