Position in CI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,576,120
+$211,869 QoQ
Shares Held
12,972
+2.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#472
of 1,682 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Arkadios Wealth Advisors holds $21,664,824 across 7 Healthcare Plans names. CI ranks #3 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
25,742 | $10,699,147 | |
| 2 | CVS |
CVS HEALTH Corp
|
43,998 | $4,551,592 | |
| 3 | CI |
Cigna Group
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|
12,972 | $3,576,120 | |
| 4 | HUM |
Humana Inc
|
2,932 | $1,164,648 | |
| 5 | ELV |
Elevance Health, Inc.
|
2,366 | $915,002 | |
| 6 | CNC |
Centene Corp
|
6,310 | $405,038 | |
| 7 | OSCR |
Oscar Health, Inc.
|
12,387 | $353,277 |
All Filings in CI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,576,120 | 12,972 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,364,251 | 12,612 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,135,694 | 11,393 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,849,350 | 9,885 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,909,103 | 8,800 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,006,402 | 9,138 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,113,120 | 4,031 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,344,880 | 3,882 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $333,875 | 1,010 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $303,626 | 836 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $333,587 | 1,114 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $440,833 | 1,541 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $496,100 | 1,768 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $398,371 | 1,559 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $302,844 | 914 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $265,261 | 956 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $296,723 | 1,126 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $280,104 | 1,169 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $237,437 | 1,034 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $132,305 | 661 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $158,599 | 669 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $89,202 | 369 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $73,903 | 355 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $14,908 | 88 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $16,513 | 88 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $15,591 | 88 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||