Position in CI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$40,315,914
-$596,867 QoQ
Shares Held
554,756
+261.7% QoQ
Ownership
0.210%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#146
of 1,679 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 16%
Shared 3%
None 81%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Corient Private Wealth LLC holds $405,313,761 across 10 Healthcare Plans names. CI ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
8,447,224 | $243,633,636 | |
| 2 | CVS |
CVS HEALTH Corp
|
640,039 | $49,516,007 | |
| 3 | CI |
Cigna Group
This page
|
554,756 | $40,315,914 | |
| 4 | ELV |
Elevance Health, Inc.
|
72,921 | $28,200,738 | |
| 5 | CNC |
Centene Corp
|
371,227 | $23,829,061 | |
| 6 | HUM |
Humana Inc
|
624,775 | $10,440,905 | |
| 7 | ALHC |
Alignment Healthcare, Inc.
|
136,378 | $3,247,160 | |
| 8 | PGNY |
Progyny, Inc.
|
109,939 | $3,169,541 |
All Filings in CI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,906,334 | 144,756 | Shares | Sole | 2026-08-17 | |
| 2026-06-30 | $409,580 | 410,000 | Principal | Sole | 2026-08-17 | |
| 2026-03-31 | $40,912,781 | 153,375 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $38,698,163 | 140,603 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $54,209,447 | 188,064 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $35,308,918 | 106,809 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $35,867,909 | 109,021 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $30,941,762 | 112,051 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $37,924,093 | 109,468 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $37,325,650 | 112,913 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $39,662,889 | 109,207 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $31,462,612 | 105,068 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $29,928,070 | 104,618 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $28,327,692 | 100,954 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $24,080,125 | 94,236 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $26,279,568 | 79,313 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||