Position in MOH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$13,276,262
+$8,279,912 QoQ
Shares Held
58,051
+54.9% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#98
of 597 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MOH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Creative Planning holds $303,589,088 across 11 Healthcare Plans names. MOH ranks #7 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
349,810 | $145,391,529 | |
| 2 | CVS |
CVS HEALTH Corp
|
332,113 | $34,357,089 | |
| 3 | CI |
Cigna Group
|
108,989 | $30,046,086 | |
| 4 | CNC |
Centene Corp
|
460,329 | $29,548,517 | |
| 5 | HUM |
Humana Inc
|
59,025 | $23,445,910 | |
| 6 | ELV |
Elevance Health, Inc.
|
51,889 | $20,067,032 | |
| 7 | MOH |
Molina Healthcare, Inc.
This page
|
58,051 | $13,276,262 | |
| 8 | PGNY |
Progyny, Inc.
|
96,672 | $2,787,053 |
All Filings in MOH
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,276,262 | 58,051 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,996,350 | 37,482 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,430,191 | 19,766 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,817,199 | 35,625 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,870,614 | 12,993 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $4,043,262 | 12,275 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,428,859 | 11,781 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,912,910 | 8,454 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,446,180 | 8,228 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $3,628,039 | 8,831 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,476,779 | 6,855 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,896,515 | 5,784 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,480,292 | 4,914 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $920,700 | 3,442 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $900,840 | 2,728 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,048,231 | 3,178 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $836,593 | 2,992 | Shares | Sole | 2022-08-15 | |
| 2021-03-31 | $503,986 | 2,156 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $477,891 | 2,247 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,683,418 | 9,197 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $792,722 | 4,454 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $276,625 | 1,980 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||