Position in MOH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,927,941
+$1,329,691 QoQ
Shares Held
8,430
+87.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#210
of 597 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MOH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Summit Trail Advisors, LLC holds $32,413,431 across 7 Healthcare Plans names. MOH ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
33,330 | $13,852,947 | |
| 2 | CVS |
CVS HEALTH Corp
|
50,980 | $5,273,881 | |
| 3 | CNC |
Centene Corp
|
59,915 | $3,845,943 | |
| 4 | ELV |
Elevance Health, Inc.
|
8,519 | $3,294,552 | |
| 5 | CI |
Cigna Group
|
9,366 | $2,582,018 | |
| 6 | MOH |
Molina Healthcare, Inc.
This page
|
8,430 | $1,927,941 | |
| 7 | HUM |
Humana Inc
|
4,119 | $1,636,149 |
All Filings in MOH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,927,941 | 8,430 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $598,250 | 4,488 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $707,869 | 4,079 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,460,124 | 12,856 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,024,776 | 3,440 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,359,392 | 4,127 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $451,709 | 1,552 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||