Position in CI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$528,754
+$24,063 QoQ
Shares Held
1,918
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#970
of 1,684 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, 2026FERGUSON WELLMAN CAPITAL MANAGEMENT, INC holds $13,535,286 across 3 Healthcare Plans names. CI ranks #3 (3.9% 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 | $528,754 | 1,918 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $504,691 | 1,892 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $550,460 | 2,000 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $589,759 | 2,046 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $676,366 | 2,046 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $784,665 | 2,385 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $554,765 | 2,009 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $698,076 | 2,015 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $669,404 | 2,025 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $731,827 | 2,015 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $612,375 | 2,045 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $596,169 | 2,084 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $577,755 | 2,059 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $527,669 | 2,065 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $666,987 | 2,013 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $554,107 | 1,997 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $525,458 | 1,994 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $477,782 | 1,994 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $494,623 | 2,154 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $431,544 | 2,156 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $511,122 | 2,156 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $526,267 | 2,177 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $440,092 | 2,114 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $362,537 | 2,140 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $401,571 | 2,140 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $379,165 | 2,140 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||