Crewe Advisors LLC

Position in CI — Cigna Group

CIK 1730033 SALT LAKE CITY, UT

Position in CI

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$153,002

+$6,290 QoQ

Shares Held

555

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,379

of 1,682 holders

Holding Since

Sep 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Crewe Advisors LLC holds $456,994 across 6 Healthcare Plans names. CI ranks #2 (33.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	613	$254,781
2	CI	Cigna Group This page	555	$153,002
3	CVS	CVS HEALTH Corp	330	$34,138
4	ELV	Elevance Health, Inc.	33	$12,762
5	ALHC	Alignment Healthcare, Inc.	50	$1,190
6	CLOV	Clover Health Investments, Corp. /De	214	$1,121

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$153,002	555	+0.9%	Shares	Sole	2026-07-24
2026-03-31	$146,712	550	-15.6%	Shares	Sole	2026-05-07
2025-12-31	$179,449	652	-2.8%	Shares	Sole	2026-01-16
2025-09-30	$193,415	671	-25.9%	Shares	Sole	2025-11-13
2024-06-30	$299,165	905	+225.5%	Shares	Sole	2024-07-29
2024-03-31	$100,966	278	+124.2%	Shares	Sole	2024-05-14
2023-06-30	$34,794	124	+20.4%	Shares	Sole	2023-07-28
2023-03-31	$26,319	103	-45.8%	Shares	Sole	2023-05-12
2022-12-31	$62,954	190	-29.1%	Shares	Sole	2023-02-08
2022-09-30	$74,361	268	+19.6%	Shares	Sole	2022-11-14
2022-06-30	$59,028	224	+220.0%	Shares	Sole	2022-08-02
2022-03-31	$16,772	70	0.0%	Shares	Sole	2022-04-27
2021-12-31	$16,074	70	+62.8%	Shares	Sole	2022-02-10
2021-06-30	$10,194	43	0.0%	Shares	Sole	2021-08-11
2021-03-31	$10,394	43	0.0%	Shares	Sole	2021-04-21
2020-12-31	$8,951	43	-38.6%	Shares	Sole	2021-01-27
2020-09-30	$11,858	70	—	Shares	Sole	2020-10-13
No filing history on record for this holder in this stock.