Position in CI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,520,550
+$3,023,145 QoQ
Shares Held
27,280
+61.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#352
of 1,682 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Kestra Advisory Services, LLC holds $77,299,071 across 9 Healthcare Plans names. CI ranks #3 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
128,838 | $53,548,937 | |
| 2 | CVS |
CVS HEALTH Corp
|
79,149 | $8,187,964 | |
| 3 | CI |
Cigna Group
This page
|
27,280 | $7,520,550 | |
| 4 | ELV |
Elevance Health, Inc.
|
8,553 | $3,307,701 | |
| 5 | CNC |
Centene Corp
|
46,469 | $2,982,845 | |
| 6 | HUM |
Humana Inc
|
2,033 | $807,548 | |
| 7 | OSCR |
Oscar Health, Inc.
|
19,680 | $561,273 | |
| 8 | MOH |
Molina Healthcare, Inc.
|
1,380 | $315,606 |
All Filings in CI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,520,550 | 27,280 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,497,405 | 16,860 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,357,166 | 15,831 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,356,898 | 15,115 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,530,272 | 16,729 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $4,828,404 | 14,676 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,625,345 | 16,750 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,660,483 | 16,339 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,224,276 | 21,854 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,217,310 | 19,872 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,988,837 | 16,660 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,742,468 | 16,578 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,499,140 | 16,034 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,987,545 | 15,605 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,487,621 | 22,598 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $6,221,432 | 22,422 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $6,315,783 | 23,967 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,107,766 | 21,317 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $4,264,688 | 18,572 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $3,580,261 | 17,887 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $2,885,378 | 12,171 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $2,754,143 | 11,393 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $2,110,737 | 10,139 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $17,788 | 105 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||