Position in CI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$282,020
+$16,871 QoQ
Shares Held
1,023
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,201
of 1,682 holders
Holding Since
Jun 2020
23 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, 2026Elmwood Wealth Management, Inc. holds $2,530,162 across 2 Healthcare Plans names. CI ranks #2 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
5,409 | $2,248,142 | |
| 2 | CI |
Cigna Group
This page
|
1,023 | $282,020 |
All Filings in CI
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,020 | 1,023 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $265,149 | 994 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $252,936 | 919 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $257,695 | 894 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $295,538 | 894 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $294,126 | 894 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $246,869 | 894 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $326,346 | 942 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $311,396 | 942 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $342,124 | 942 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $283,579 | 947 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $271,194 | 948 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $265,728 | 947 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $240,709 | 942 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $296,217 | 894 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $248,058 | 894 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $235,586 | 894 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $214,211 | 894 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $205,289 | 894 | Shares | Sole | 2022-02-08 | |
| 2021-06-30 | $211,940 | 894 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $216,115 | 894 | Shares | Sole | 2021-05-13 | |
| 2020-09-30 | $151,452 | 894 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $167,759 | 894 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||