Position in CI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$614,766
-$16,097 QoQ
Shares Held
2,230
-5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#913
of 1,682 holders
Holding Since
Dec 2023
11 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, 2026ROTHSCHILD INVESTMENT LLC holds $17,856,800 across 11 Healthcare Plans names. CI ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
15,536 | $6,457,227 | |
| 2 | CVS |
CVS HEALTH Corp
|
50,015 | $5,174,051 | |
| 3 | CNC |
Centene Corp
|
55,813 | $3,582,636 | |
| 4 | MOH |
Molina Healthcare, Inc.
|
5,862 | $1,340,639 | |
| 5 | CI |
Cigna Group
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|
2,230 | $614,766 | |
| 6 | ELV |
Elevance Health, Inc.
|
1,432 | $553,797 | |
| 7 | HUM |
Humana Inc
|
255 | $101,291 | |
| 8 | PGNY |
Progyny, Inc.
|
452 | $13,031 |
All Filings in CI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $614,766 | 2,230 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $630,863 | 2,365 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $185,780 | 675 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $107,229 | 372 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $247,273 | 748 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $242,802 | 738 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $184,737 | 669 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $239,043 | 690 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $201,647 | 610 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $191,037 | 526 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $108,400 | 362 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||