Position in CI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,365,443
+$66,638 QoQ
Shares Held
4,953
+1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#682
of 1,682 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026JOHNSON INVESTMENT COUNSEL INC holds $13,970,591 across 5 Healthcare Plans names. CI ranks #3 (9.8% 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 | $1,365,443 | 4,953 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,298,805 | 4,869 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,353,856 | 4,919 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,417,901 | 4,919 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,655,875 | 5,009 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,740,739 | 5,291 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,526,225 | 5,527 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,838,210 | 5,306 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,692,848 | 5,121 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,859,895 | 5,121 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,693,689 | 5,656 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,547,352 | 5,409 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,363,154 | 4,858 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,621,848 | 6,347 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,068,224 | 6,242 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,723,366 | 6,211 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,652,533 | 6,271 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,187,027 | 4,954 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,015,194 | 4,421 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $896,316 | 4,478 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,038,366 | 4,380 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,037,064 | 4,290 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $901,419 | 4,330 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $802,325 | 4,736 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $865,254 | 4,611 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $875,623 | 4,942 | Shares | Sole | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||