Position in CI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$250,041
+$28,639 QoQ
Shares Held
907
+9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,250
of 1,682 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Legacy Wealth Management, LLC / MS holds $1,167,752 across 2 Healthcare Plans names. CI ranks #2 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
2,208 | $917,711 | |
| 2 | CI |
Cigna Group
This page
|
907 | $250,041 |
All Filings in CI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,041 | 907 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $221,402 | 830 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||