Position in CI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$244,803
+$27,922 QoQ
Shares Held
888
+12.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,258
of 1,684 holders
Holding Since
Dec 2024
6 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, 2026Montis Financial, LLC holds $454,280 across 2 Healthcare Plans names. CI ranks #1 (53.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
This page
|
888 | $244,803 | |
| 2 | UNH |
Unitedhealth Group Inc
|
504 | $209,477 |
All Filings in CI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,803 | 888 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $216,881 | 788 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $215,322 | 747 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $246,943 | 747 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $245,763 | 747 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $224,777 | 814 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||