Position in CI
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$3,132,978
-$12,350 QoQ
Shares Held
11,745
+2.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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, 2026KMG FIDUCIARY PARTNERS, LLC holds $3,721,966 across 1 Healthcare Plans name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
8,955 | $3,721,966 |
All Filings in CI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,132,978 | 11,745 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,145,328 | 11,428 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,192,368 | 11,075 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $3,526,296 | 10,667 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $3,365,012 | 10,228 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,615,321 | 9,471 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,202,837 | 9,245 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,186,694 | 9,640 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $3,476,091 | 9,571 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $2,810,038 | 9,384 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,550,600 | 8,916 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $2,361,249 | 8,415 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,026,352 | 7,930 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2,719,307 | 8,207 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $2,351,003 | 8,473 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,262,846 | 8,587 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,329,728 | 9,723 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $2,187,225 | 9,525 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $1,575,859 | 7,873 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,011,064 | 8,483 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,685,411 | 6,972 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $1,472,457 | 7,073 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,298,188 | 7,663 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,183,133 | 6,305 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,228,211 | 6,932 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||