Position in CI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,135
+$134 QoQ
Shares Held
15
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,614
of 1,682 holders
Holding Since
Dec 2024
7 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, 2026Holos Integrated Wealth LLC holds $39,463 across 2 Healthcare Plans names. CI ranks #2 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
85 | $35,328 | |
| 2 | CI |
Cigna Group
This page
|
15 | $4,135 |
All Filings in CI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,135 | 15 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,001 | 15 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $4,128 | 15 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $4,323 | 15 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $4,958 | 15 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,935 | 15 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $4,142 | 15 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||