Position in CI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$66,438
+$2,152 QoQ
Shares Held
241
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,433
of 1,684 holders
Holding Since
Dec 2025
3 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, 2026Walsh & Associates, LLC holds $96,602 across 2 Healthcare Plans names. CI ranks #1 (68.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
This page
|
241 | $66,438 | |
| 2 | ELV |
Elevance Health, Inc.
|
78 | $30,164 |
All Filings in CI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,438 | 241 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $64,286 | 241 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $66,330 | 241 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||