Position in CI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$724,487
+$26,403 QoQ
Shares Held
2,628
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#859
of 1,679 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $72,304,491 across 7 Healthcare Plans names. CI ranks #4 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
163,859 | $68,104,716 | |
| 2 | ELV |
Elevance Health, Inc.
|
4,421 | $1,709,733 | |
| 3 | HUM |
Humana Inc
|
2,968 | $1,178,948 | |
| 4 | CI |
Cigna Group
This page
|
2,628 | $724,487 | |
| 5 | CVS |
CVS HEALTH Corp
|
5,340 | $552,423 | |
| 6 | CNC |
Centene Corp
|
529 | $33,956 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
1 | $228 |
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $724,487 | 2,628 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $698,084 | 2,617 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $744,772 | 2,706 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $783,751 | 2,719 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $898,847 | 2,719 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $890,603 | 2,707 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $765,736 | 2,773 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $960,678 | 2,773 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $916,670 | 2,773 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,007,489 | 2,774 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $975,009 | 3,256 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $930,013 | 3,251 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $929,347 | 3,312 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $307,402 | 1,203 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $508,275 | 1,534 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $427,858 | 1,542 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $446,402 | 1,694 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $395,596 | 1,651 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $379,119 | 1,651 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $263,610 | 1,317 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $315,303 | 1,330 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $339,402 | 1,404 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $314,559 | 1,511 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $131,631 | 777 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $173,200 | 923 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $212,793 | 1,201 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||