Position in CI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$277,609
+$8,992 QoQ
Shares Held
1,007
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,208
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, 2026Olde Wealth Management, LLC holds $925,576 across 2 Healthcare Plans names. CI ranks #2 (30.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,559 | $647,967 | |
| 2 | CI |
Cigna Group
This page
|
1,007 | $277,609 |
All Filings in CI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,609 | 1,007 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $268,617 | 1,007 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||