Position in CI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$8,817,073
+$1,161,348 QoQ
Shares Held
31,983
+11.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#328
of 1,679 holders
Holding Since
Dec 2023
10 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, 2026Turtle Creek Wealth Advisors, LLC holds $21,039,364 across 6 Healthcare Plans names. CI ranks #2 (41.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
21,800 | $9,060,734 | |
| 2 | CI |
Cigna Group
This page
|
31,983 | $8,817,073 | |
| 3 | CLOV |
Clover Health Investments, Corp. /De
|
220,000 | $1,152,800 | |
| 4 | CVS |
CVS HEALTH Corp
|
7,795 | $806,392 | |
| 5 | ELV |
Elevance Health, Inc.
|
1,831 | $708,102 | |
| 6 | CNC |
Centene Corp
|
7,700 | $494,263 |
All Filings in CI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,817,073 | 31,983 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $7,655,725 | 28,700 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,983,864 | 18,108 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,181,521 | 21,445 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,128,953 | 18,540 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $5,557,797 | 16,893 | Shares | Sole | 2025-05-01 | |
| 2024-09-30 | $5,287,020 | 15,261 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $4,876,238 | 14,751 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,365,906 | 12,021 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,944,791 | 9,834 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||