KINGSWOOD WEALTH ADVISORS, LLC

Position in CI — Cigna Group

CIK 1987855 SAN DIEGO, CA

Position in CI

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,337,599

-$46,566 QoQ

Shares Held

4,852

-6.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#689

of 1,684 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $13,333,049 across 6 Healthcare Plans names. CI ranks #6 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	9,283	$3,858,293
2	HUM	Humana Inc	6,380	$2,534,263
3	ELV	Elevance Health, Inc.	6,550	$2,533,081
4	CVS	CVS HEALTH Corp	14,847	$1,535,922
5	OSCR	Oscar Health, Inc.	53,783	$1,533,891
6	CI	Cigna Group This page	4,852	$1,337,599

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,337,599	4,852	-6.5%	Shares	Sole	2026-07-27
2026-03-31	$1,384,165	5,189	-1.8%	Shares	Sole	2026-04-28
2025-12-31	$1,454,040	5,283	-0.4%	Shares	Sole	2026-01-28
2025-09-30	$1,528,301	5,302	-3.6%	Shares	Sole	2025-10-23
2025-06-30	$1,817,528	5,498	+5.5%	Shares	Sole	2025-07-23
2025-03-31	$1,714,090	5,210	-4.3%	Shares	Sole	2025-07-25
2024-12-31	$1,503,030	5,443	-10.8%	Shares	Sole	2025-01-22
2024-09-30	$2,113,630	6,101	+65.8%	Shares	Sole	2024-10-21
2024-06-30	$1,216,497	3,680	+81.4%	Shares	Sole	2024-07-09
2024-03-31	$736,912	2,029	-50.3%	Shares	Sole	2024-04-15
2023-12-31	$1,222,654	4,083	+52.8%	Shares	Sole	2024-01-16
2023-09-30	$764,379	2,672	+1.7%	Shares	Sole	2023-10-24
2023-06-30	$737,416	2,628	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.