Position in CI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$315,652
+$105,721 QoQ
Shares Held
1,145
+45.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,167
of 1,682 holders
Holding Since
Mar 2026
2 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, 2026Curated Wealth Partners LLC holds $942,421 across 2 Healthcare Plans names. CI ranks #2 (33.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,508 | $626,769 | |
| 2 | CI |
Cigna Group
This page
|
1,145 | $315,652 |
All Filings in CI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,652 | 1,145 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $209,931 | 787 | Shares | Other | 2026-04-09 | |
| No filing history on record for this holder in this stock. | ||||||