Position in CI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,242,055
+$1,766,303 QoQ
Shares Held
19,015
+45.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#402
of 1,682 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Envestnet Portfolio Solutions, Inc. holds $39,429,391 across 5 Healthcare Plans names. CI ranks #3 (13.3% of the industry book) .
All Filings in CI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,242,055 | 19,015 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,475,752 | 13,030 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,366,613 | 12,232 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,995,433 | 13,861 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $5,478,041 | 16,571 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,753,881 | 17,489 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $6,836,950 | 24,759 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,879,257 | 25,630 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $8,579,944 | 25,955 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $9,777,437 | 26,921 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $6,706,482 | 22,396 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $6,131,910 | 21,435 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||