Position in CI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$258,587
+$21,447 QoQ
Shares Held
938
+5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,236
of 1,682 holders
Holding Since
Dec 2023
5 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, 2026McGlone Suttner Wealth Management, Inc. holds $797,659 across 2 Healthcare Plans names. CI ranks #2 (32.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,297 | $539,072 | |
| 2 | CI |
Cigna Group
This page
|
938 | $258,587 |
All Filings in CI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,587 | 938 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $237,140 | 889 | Shares | Sole | 2026-04-21 | |
| 2025-09-30 | $217,052 | 753 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $249,918 | 756 | Shares | Sole | 2025-07-14 | |
| 2023-12-31 | $15,271 | 51 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||