Position in CI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$360,313
+$5,269 QoQ
Shares Held
1,307
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,107
of 1,679 holders
Holding Since
Mar 2020
23 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, 2026Pinnacle Wealth Planning Services, Inc. holds $3,243,497 across 10 Healthcare Plans names. CI ranks #2 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
4,423 | $1,838,331 | |
| 2 | CI |
Cigna Group
This page
|
1,307 | $360,313 | |
| 3 | ELV |
Elevance Health, Inc.
|
807 | $312,091 | |
| 4 | MOH |
Molina Healthcare, Inc.
|
1,181 | $270,094 | |
| 5 | CVS |
CVS HEALTH Corp
|
2,316 | $239,590 | |
| 6 | ALHC |
Alignment Healthcare, Inc.
|
4,314 | $102,716 | |
| 7 | HUM |
Humana Inc
|
124 | $49,255 | |
| 8 | PGNY |
Progyny, Inc.
|
1,191 | $34,336 |
All Filings in CI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,313 | 1,307 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $355,044 | 1,331 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $323,395 | 1,175 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $277,584 | 963 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $454,878 | 1,376 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $305,312 | 928 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $244,660 | 886 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $550,146 | 1,588 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $524,945 | 1,588 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $576,019 | 1,586 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $474,628 | 1,585 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $453,993 | 1,587 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $446,715 | 1,592 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $408,081 | 1,597 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $535,776 | 1,617 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $443,674 | 1,599 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $420,841 | 1,597 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $323,233 | 1,349 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $306,326 | 1,334 | Shares | Sole | 2022-01-21 | |
| 2021-06-30 | $254,613 | 1,074 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $256,485 | 1,061 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $187,152 | 899 | Shares | Sole | 2021-02-12 | |
| 2020-03-31 | $208,362 | 1,176 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||