Position in CNC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$852,571
New position
Shares Held
13,282
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
2.32%
of 13F equity value
Holder Rank
#525
of 996 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026INSTRUMENTAL WEALTH, LLC holds $1,328,882 across 2 Healthcare Plans names. CNC ranks #1 (64.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNC |
Centene Corp
This page
|
13,282 | $852,571 | |
| 2 | UNH |
Unitedhealth Group Inc
|
1,146 | $476,311 |
All Filings in CNC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $852,571 | 13,282 | Shares | Sole | 2026-07-16 | |
| No filing history on record for this holder in this stock. | ||||||