Position in CNC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$789,023
+$402,528 QoQ
Shares Held
12,292
+4.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#542
of 997 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in CNC Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026QTR Family Wealth, LLC holds $2,447,777 across 4 Healthcare Plans names. CNC ranks #2 (32.2% of the industry book) .
All Filings in CNC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $789,023 | 12,292 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $386,495 | 11,805 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $690,250 | 16,774 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $221,358 | 6,204 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||