AXXCESS WEALTH MANAGEMENT, LLC

Position in CI — Cigna Group

CIK 1911056 CARLSBAD, CA

Position in CI

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$953,025

+$646,419 QoQ

Shares Held

3,457

+210.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#782

of 1,679 holders

Holding Since

Jun 2022

13 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Healthcare · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $6,999,133 across 4 Healthcare Plans names. CI ranks #3 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	10,461	$4,347,905
2	CVS	CVS HEALTH Corp	11,997	$1,241,089
3	CI	Cigna Group This page	3,457	$953,025
4	ELV	Elevance Health, Inc.	1,182	$457,114

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$953,025	3,457	+210.3%	Shares	Sole	2026-07-28
2025-12-31	$306,606	1,114	+1.5%	Shares	Sole	2026-02-19
2025-09-30	$316,498	1,098	+2.5%	Shares	Sole	2025-11-07
2025-06-30	$354,051	1,071	-0.1%	Shares	Sole	2025-07-28
2025-03-31	$352,688	1,072	-3.3%	Shares	Sole	2025-04-30
2024-12-31	$306,239	1,109	-10.7%	Shares	Sole	2025-02-10
2024-09-30	$430,278	1,242	+0.1%	Shares	Sole	2024-11-04
2024-06-30	$410,237	1,241	-1.9%	Shares	Sole	2024-08-09
2024-03-31	$459,435	1,265	+1.1%	Shares	Sole	2024-05-14
2023-12-31	$374,611	1,251	-0.2%	Shares	Sole	2024-02-06
2023-09-30	$358,731	1,254	+58.5%	Shares	Sole	2023-11-14
2022-09-30	$219,478	791	-1.6%	Shares	Sole	2022-11-14
2022-06-30	$211,870	804	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.