Position in CI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$7,461,279
+$571,127 QoQ
Shares Held
27,065
+4.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#352
of 1,679 holders
Holding Since
Dec 2022
6 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Badgley Phelps Wealth Managers, LLC holds $16,891,898 across 4 Healthcare Plans names. CI ranks #1 (44.2% of the industry book) .
All Filings in CI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,461,279 | 27,065 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $6,890,152 | 25,830 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $5,943,041 | 21,593 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $8,260,380 | 28,657 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,601,030 | 26,018 | Shares | Sole | 2025-07-16 | |
| 2022-12-31 | $208,744 | 630 | Shares | Sole | 2023-01-27 | |
| No filing history on record for this holder in this stock. | ||||||