Position in CI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$178,640
-$21,691 QoQ
Shares Held
648
+6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,361
of 1,682 holders
Holding Since
Mar 2020
23 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, 2026WEST PACES ADVISORS INC. holds $2,093,667 across 7 Healthcare Plans names. CI ranks #2 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
3,953 | $1,642,985 | |
| 2 | CI |
Cigna Group
This page
|
648 | $178,640 | |
| 3 | HUM |
Humana Inc
|
287 | $114,002 | |
| 4 | CVS |
CVS HEALTH Corp
|
953 | $98,587 | |
| 5 | ELV |
Elevance Health, Inc.
|
146 | $56,462 | |
| 6 | ALHC |
Alignment Healthcare, Inc.
|
68 | $1,619 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
6 | $1,372 |
All Filings in CI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $178,640 | 648 | Shares | Sole | 2026-07-20 | |
| 2025-06-30 | $200,331 | 606 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $199,374 | 606 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $177,005 | 641 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $222,068 | 641 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $211,895 | 641 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $236,436 | 651 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $196,139 | 655 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $186,231 | 651 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $182,670 | 651 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $166,350 | 651 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $213,051 | 643 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $178,413 | 643 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $169,443 | 643 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $128,191 | 535 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $100,577 | 438 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $115,292 | 576 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $79,418 | 335 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $80,982 | 335 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $69,740 | 335 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $57,599 | 340 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $63,801 | 340 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $60,241 | 340 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||