Concord Wealth Partners

Position in CI — Cigna Group

CIK 1814214 ABINGDON, VA

Position in CI

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$157,413

-$456,074 QoQ

Shares Held

571

-74.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,373

of 1,682 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Concord Wealth Partners holds $8,409,639 across 4 Healthcare Plans names. CI ranks #3 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	46,066	$4,765,527
2	UNH	Unitedhealth Group Inc	8,308	$3,453,054
3	CI	Cigna Group This page	571	$157,413
4	ELV	Elevance Health, Inc.	87	$33,645

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$157,413	571	-74.4%	Shares	Sole	2026-07-27
2025-12-31	$613,487	2,229	+0.7%	Shares	Sole	2026-01-29
2025-09-30	$637,897	2,213	+5.0%	Shares	Sole	2025-11-05
2025-06-30	$696,532	2,107	-3.2%	Shares	Sole	2025-07-25
2025-03-31	$716,233	2,177	+1.3%	Shares	Sole	2025-05-02
2024-12-31	$593,424	2,149	+18.3%	Shares	Sole	2025-01-24
2024-09-30	$629,481	1,817	+9.8%	Shares	Sole	2024-10-24
2024-06-30	$547,093	1,655	-10.5%	Shares	Sole	2024-07-31
2024-03-31	$671,538	1,849	+24.1%	Shares	Sole	2024-04-30
2023-12-31	$446,180	1,490	+38.5%	Shares	Sole	2024-04-30
2023-09-30	$307,811	1,076	+4.4%	Shares	Sole	2024-04-30
2023-06-30	$289,298	1,031	+1.7%	Shares	Sole	2023-08-08
2023-03-31	$259,107	1,014	-16.3%	Shares	Sole	2023-04-26
2022-12-31	$401,252	1,211	-10.8%	Shares	Sole	2023-01-30
2022-09-30	$376,804	1,358	+1.0%	Shares	Sole	2022-11-10
2022-06-30	$354,170	1,344	+4.9%	Shares	Sole	2022-08-04
2022-03-31	$306,940	1,281	+1.1%	Shares	Sole	2022-04-20
2021-12-31	$290,941	1,267	+164.5%	Shares	Sole	2022-01-21
2021-09-30	$95,876	479	-22.1%	Shares	Sole	2021-11-09
2021-06-30	$145,798	615	-14.9%	Shares	Sole	2021-07-29
2021-03-31	$174,778	723	-4.6%	Shares	Sole	2021-05-13
2020-12-31	$157,800	758	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.