Position in CI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$791,476
+$209,161 QoQ
Shares Held
2,871
+31.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#834
of 1,679 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Vestmark Advisory Solutions, Inc. holds $26,183,146 across 5 Healthcare Plans names. CI ranks #5 (3.0% of the industry book) .
All Filings in CI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $791,476 | 2,871 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $582,315 | 2,183 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $598,899 | 2,176 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $867,055 | 3,008 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $741,820 | 2,244 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $217,798 | 662 | Shares | Other | 2025-05-13 | |
| 2024-06-30 | $1,548,058 | 4,683 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,360,509 | 3,746 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,217,863 | 4,067 | Shares | Sole | 2024-02-06 | |
| 2023-06-30 | $452,888 | 1,614 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $336,788 | 1,318 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $466,195 | 1,407 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $482,242 | 1,738 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $539,688 | 2,048 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $461,249 | 1,925 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $409,659 | 1,784 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $275,220 | 1,375 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $209,332 | 883 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||