Position in CI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$13,062,269
+$1,450,909 QoQ
Shares Held
47,382
+8.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#265
of 1,682 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Ethic Inc. holds $85,624,543 across 7 Healthcare Plans names. CI ranks #3 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
104,863 | $43,584,208 | |
| 2 | ELV |
Elevance Health, Inc.
|
34,237 | $13,240,475 | |
| 3 | CI |
Cigna Group
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|
47,382 | $13,062,269 | |
| 4 | CNC |
Centene Corp
|
88,063 | $5,652,763 | |
| 5 | CVS |
CVS HEALTH Corp
|
45,334 | $4,689,802 | |
| 6 | HUM |
Humana Inc
|
9,915 | $3,938,436 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
6,369 | $1,456,590 |
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,062,269 | 47,382 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $11,611,360 | 43,529 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $11,592,137 | 42,118 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $12,075,080 | 41,891 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $9,628,803 | 29,127 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $10,682,630 | 32,470 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $13,727,471 | 49,712 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $15,403,068 | 44,461 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $16,373,462 | 49,531 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $16,147,790 | 44,461 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $14,069,059 | 46,983 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,932,366 | 45,207 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,230,617 | 32,896 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,004,988 | 31,327 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,412,044 | 28,406 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,545,237 | 19,985 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,415,541 | 16,756 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,441,997 | 14,365 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,075,204 | 13,392 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,604,281 | 13,011 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,498,006 | 10,537 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,807,006 | 7,475 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $983,650 | 4,725 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $631,899 | 3,730 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $644,953 | 3,437 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $545,537 | 3,079 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||