Position in MOH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$501,297
-$46,448 QoQ
Shares Held
2,192
+44.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#337
of 597 holders
Holding Since
Sep 2022
6 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, 2026AE Wealth Management LLC holds $118,442,274 across 6 Healthcare Plans names. MOH ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
194,452 | $80,820,046 | |
| 2 | CVS |
CVS HEALTH Corp
|
270,721 | $28,006,052 | |
| 3 | CI |
Cigna Group
|
24,173 | $6,663,985 | |
| 4 | ELV |
Elevance Health, Inc.
|
3,936 | $1,522,150 | |
| 5 | CNC |
Centene Corp
|
14,469 | $928,744 | |
| 6 | MOH |
Molina Healthcare, Inc.
This page
|
2,192 | $501,297 |
All Filings in MOH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $501,297 | 2,192 | Shares | Other | 2026-08-03 | |
| 2023-12-31 | $547,745 | 1,516 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $380,024 | 1,159 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $261,476 | 868 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $235,123 | 879 | Shares | Sole | 2023-04-14 | |
| 2022-09-30 | $211,427 | 641 | Shares | Sole | 2022-10-25 | |
| No filing history on record for this holder in this stock. | ||||||