Position in CI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,000,994
-$43,599 QoQ
Shares Held
3,631
-7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#768
of 1,682 holders
Holding Since
Mar 2020
26 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, 2026PINNACLE ASSOCIATES LTD holds $18,321,413 across 6 Healthcare Plans names. CI ranks #4 (5.5% of the industry book) .
All Filings in CI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,000,994 | 3,631 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,044,593 | 3,916 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,002,112 | 3,641 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,113,221 | 3,862 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,358,022 | 4,108 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,417,003 | 4,307 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,216,672 | 4,406 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,394,421 | 4,025 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,385,749 | 4,192 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,497,432 | 4,123 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,205,286 | 4,025 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,100,797 | 3,848 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,055,056 | 3,760 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $967,947 | 3,788 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,266,712 | 3,823 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,068,259 | 3,850 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,741,076 | 6,607 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,538,056 | 6,419 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,489,839 | 6,488 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,297,236 | 6,481 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,531,472 | 6,460 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,582,913 | 6,548 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,888,400 | 9,071 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,028,149 | 6,069 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,155,924 | 6,160 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,098,516 | 6,200 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||