PDS Planning, Inc

Position in CI — Cigna Group

CIK 838618 DUBLIN, OH

Position in CI

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$595,468

+$94,779 QoQ

Shares Held

2,160

+15.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#926

of 1,682 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

PDS Planning, Inc holds $4,832,455 across 6 Healthcare Plans names. CI ranks #4 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	5,369	$2,231,517
2	ELV	Elevance Health, Inc.	1,973	$763,018
3	CVS	CVS HEALTH Corp	5,807	$600,734
4	CI	Cigna Group This page	2,160	$595,468
5	MOH	Molina Healthcare, Inc.	1,713	$391,763
6	CNC	Centene Corp	3,894	$249,955

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$595,468	2,160	+15.1%	Shares	Sole	2026-08-05
2026-03-31	$500,689	1,877	+1.2%	Shares	Sole	2026-04-22
2025-12-31	$510,276	1,854	-3.0%	Shares	Sole	2026-01-26
2025-09-30	$550,845	1,911	-10.2%	Shares	Sole	2025-10-21
2025-06-30	$703,474	2,128	+5.3%	Shares	Sole	2025-07-24
2025-03-31	$664,909	2,021	+10.8%	Shares	Sole	2025-04-24
2024-12-31	$503,679	1,824	-4.3%	Shares	Sole	2025-02-10
2024-09-30	$660,314	1,906	+1.7%	Shares	Sole	2024-10-30
2024-06-30	$619,818	1,875	-2.4%	Shares	Sole	2024-08-08
2024-03-31	$697,687	1,921	-9.7%	Shares	Sole	2024-05-01
2023-12-31	$637,229	2,128	-12.1%	Shares	Sole	2024-02-01
2023-09-30	$692,861	2,422	+2.0%	Shares	Sole	2023-10-23
2023-06-30	$666,425	2,375	+9.6%	Shares	Sole	2023-07-21
2023-03-31	$553,733	2,167	+15.1%	Shares	Sole	2023-05-02
2022-12-31	$623,581	1,882	+0.3%	Shares	Sole	2023-01-27
2022-09-30	$520,533	1,876	-11.8%	Shares	Sole	2022-11-02
2022-06-30	$560,243	2,126	+6.8%	Shares	Sole	2022-07-15
2022-03-31	$476,823	1,990	+16.6%	Shares	Sole	2022-04-18
2021-12-31	$391,748	1,706	+1.8%	Shares	Sole	2022-01-25
2021-09-30	$335,468	1,676	+49.0%	Shares	Sole	2021-10-22
2021-06-30	$266,703	1,125	+0.4%	Shares	Sole	2021-07-26
2021-03-31	$270,748	1,120	+8.1%	Shares	Sole	2021-04-20
2020-12-31	$215,674	1,036	—	Shares	Sole	2021-01-21
No filing history on record for this holder in this stock.