Position in CI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$40,800
-$12 QoQ
Shares Held
148
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,459
of 1,679 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $633,573 across 8 Healthcare Plans names. CI ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
962 | $372,034 | |
| 2 | UNH |
Unitedhealth Group Inc
|
351 | $145,886 | |
| 3 | CVS |
CVS HEALTH Corp
|
426 | $44,069 | |
| 4 | CI |
Cigna Group
This page
|
148 | $40,800 | |
| 5 | HUM |
Humana Inc
|
56 | $22,244 | |
| 6 | CNC |
Centene Corp
|
77 | $4,942 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
11 | $2,515 | |
| 8 | OSCR |
Oscar Health, Inc.
|
38 | $1,083 |
All Filings in CI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,800 | 148 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $40,812 | 153 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $33,853 | 123 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $28,536 | 99 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $38,347 | 116 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $36,848 | 112 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $27,890 | 101 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $38,801 | 112 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $37,023 | 112 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $43,219 | 119 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $32,041 | 107 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $30,609 | 107 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $26,657 | 95 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $25,297 | 99 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $35,784 | 108 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $24,694 | 89 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $20,291 | 77 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $20,666 | 90 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,209 | 61 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||