Position in CI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$13,235,947
+$331,916 QoQ
Shares Held
48,012
-0.8% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#262
of 1,684 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Moran Wealth Management, LLC holds $31,225,589 across 5 Healthcare Plans names. CI ranks #2 (42.4% of the industry book) .
All Filings in CI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,235,947 | 48,012 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $12,904,031 | 48,375 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $11,990,945 | 43,567 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,367,852 | 15,153 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $16,147,509 | 48,846 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $16,379,265 | 49,785 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $14,739,524 | 53,377 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,858,648 | 11,138 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,629,658 | 10,980 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $21,529,903 | 59,280 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,479,010 | 11,618 | Shares | Sole | 2024-02-08 | |
| 2023-03-31 | $876,978 | 3,432 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $9,588,979 | 28,940 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||