Position in CI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$338,259
-$17,742,055 QoQ
Shares Held
1,227
-98.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,134
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, 2026VALLEY WEALTH MANAGERS, INC. holds $7,349,105 across 2 Healthcare Plans names. CI ranks #2 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
16,868 | $7,010,846 | |
| 2 | CI |
Cigna Group
This page
|
1,227 | $338,259 |
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,259 | 1,227 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $18,080,314 | 67,780 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $17,529,397 | 63,690 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $17,805,490 | 61,771 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $20,220,586 | 61,167 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $20,776,679 | 63,151 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $15,721,478 | 56,933 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $19,187,579 | 55,385 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $18,205,481 | 55,073 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $21,007,271 | 57,841 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $17,889,142 | 59,740 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $16,864,683 | 58,953 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $17,006,884 | 60,609 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $15,695,930 | 61,425 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $20,832,339 | 62,873 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $18,899,868 | 68,115 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $18,950,513 | 71,913 | Shares | Defined | 2022-11-16 | |
| 2022-03-31 | $17,859,330 | 74,535 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $17,128,560 | 74,592 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $14,991,583 | 74,898 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $17,635,873 | 74,391 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $18,543,632 | 76,709 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $16,328,597 | 78,435 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $13,805,390 | 81,491 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $14,989,669 | 79,881 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $14,079,962 | 79,467 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||