Position in CI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$15,070,322
+$1,139,837 QoQ
Shares Held
54,666
+4.7% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#251
of 1,682 holders
Holding Since
Jun 2020
25 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, 2026Foster Victor Wealth Advisors, LLC holds $15,403,241 across 2 Healthcare Plans names. CI ranks #1 (97.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
This page
|
54,666 | $15,070,322 | |
| 2 | UNH |
Unitedhealth Group Inc
|
801 | $332,919 |
All Filings in CI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,070,322 | 54,666 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $13,930,485 | 52,223 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $12,685,075 | 46,089 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $13,553,515 | 47,020 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $19,350,500 | 58,535 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $17,527,804 | 53,276 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $15,217,799 | 55,109 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $15,847,897 | 45,745 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $14,461,776 | 43,748 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $14,129,543 | 38,904 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $10,680,782 | 35,668 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $9,628,830 | 33,659 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $9,375,968 | 33,414 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $7,545,034 | 29,527 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $8,309,675 | 25,079 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $7,357,117 | 26,515 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $6,927,150 | 26,287 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $7,108,030 | 29,665 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $5,817,446 | 25,334 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $4,024,416 | 20,106 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $3,613,895 | 15,244 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,856,883 | 11,818 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,537,825 | 7,387 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $805,375 | 4,754 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $360,663 | 1,922 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||