Position in CNC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$974,532
+$441,001 QoQ
Shares Held
15,182
-6.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#507
of 996 holders
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CNC Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $6,234,801 across 7 Healthcare Plans names. CNC ranks #3 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
5,943 | $2,470,089 | |
| 2 | CVS |
CVS HEALTH Corp
|
10,757 | $1,112,811 | |
| 3 | CNC |
Centene Corp
This page
|
15,182 | $974,532 | |
| 4 | CI |
Cigna Group
|
3,038 | $837,515 | |
| 5 | ALHC |
Alignment Healthcare, Inc.
|
16,195 | $385,602 | |
| 6 | HUM |
Humana Inc
|
612 | $243,098 | |
| 7 | ELV |
Elevance Health, Inc.
|
546 | $211,154 |
All Filings in CNC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $974,532 | 15,182 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $533,531 | 16,296 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $223,650 | 5,435 | Shares | Defined | 2026-01-22 | |
| 2024-09-30 | $725,849 | 9,642 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $591,528 | 8,922 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $793,432 | 10,110 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $744,548 | 10,033 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $519,217 | 7,538 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $558,148 | 8,275 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $519,206 | 8,214 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $663,542 | 8,091 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||