Position in CI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,003,750
+$64,790 QoQ
Shares Held
3,641
+3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#767
of 1,682 holders
Holding Since
Jun 2022
17 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, 2026Everhart Financial Group, Inc. holds $5,524,132 across 6 Healthcare Plans names. CI ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
6,732 | $2,798,021 | |
| 2 | CI |
Cigna Group
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|
3,641 | $1,003,750 | |
| 3 | CVS |
CVS HEALTH Corp
|
7,282 | $753,322 | |
| 4 | ELV |
Elevance Health, Inc.
|
1,545 | $597,497 | |
| 5 | CNC |
Centene Corp
|
4,764 | $305,801 | |
| 6 | CLOV |
Clover Health Investments, Corp. /De
|
12,546 | $65,741 |
All Filings in CI
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,003,750 | 3,641 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $938,960 | 3,520 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $658,074 | 2,391 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $939,406 | 3,259 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $860,169 | 2,602 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $703,073 | 2,137 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $375,274 | 1,359 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $634,331 | 1,831 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $507,755 | 1,536 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $497,933 | 1,371 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $216,202 | 722 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $309,813 | 1,083 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $260,677 | 929 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $248,375 | 972 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $291,247 | 879 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $353,496 | 1,274 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $282,756 | 1,073 | Shares | Sole | 2022-07-12 | |
| No filing history on record for this holder in this stock. | ||||||