Position in CI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$33,799,195
+$742,735 QoQ
Shares Held
122,603
-1.1% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#161
of 1,679 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $169,616,673 across 8 Healthcare Plans names. CI ranks #3 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
197,391 | $82,041,621 | |
| 2 | CVS |
CVS HEALTH Corp
|
346,307 | $35,825,459 | |
| 3 | CI |
Cigna Group
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|
122,603 | $33,799,195 | |
| 4 | ELV |
Elevance Health, Inc.
|
29,924 | $11,572,508 | |
| 5 | HUM |
Humana Inc
|
7,604 | $3,020,460 | |
| 6 | OSCR |
Oscar Health, Inc.
|
47,592 | $1,357,323 | |
| 7 | CNC |
Centene Corp
|
19,473 | $1,249,971 | |
| 8 | MOH |
Molina Healthcare, Inc.
|
3,280 | $750,136 |
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,799,195 | 122,603 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $33,056,460 | 123,923 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $33,386,224 | 121,303 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $35,182,353 | 122,055 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $37,072,894 | 112,145 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $37,369,136 | 113,584 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $30,643,255 | 110,970 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $37,091,598 | 107,065 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $33,309,886 | 100,765 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $35,098,681 | 96,640 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $28,593,582 | 95,487 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $26,682,607 | 93,273 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $24,712,161 | 88,069 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $21,796,709 | 85,300 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $26,840,528 | 81,006 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $21,728,120 | 78,308 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $19,860,711 | 75,367 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $17,694,240 | 73,846 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $16,298,218 | 70,976 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $13,694,747 | 68,419 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $14,615,128 | 61,649 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $13,468,785 | 55,716 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $11,652,250 | 55,972 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $9,616,050 | 56,762 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $11,411,747 | 60,814 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $9,720,271 | 54,861 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||