Integrated Wealth Concepts LLC

Position in MOH — Molina Healthcare, Inc.

CIK 1737109 WALTHAM, MA

Position in MOH

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$4,320,143

+$2,988,743 QoQ

Shares Held

18,890

+89.1% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#156

of 597 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $45,811,983 across 11 Healthcare Plans names. MOH ranks #4 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	44,741	$18,595,701
2	CI	Cigna Group	41,772	$11,515,704
3	CNC	Centene Corp	71,959	$4,619,048
4	MOH	Molina Healthcare, Inc. This page	18,890	$4,320,143
5	CVS	CVS HEALTH Corp	38,040	$3,935,238
6	ELV	Elevance Health, Inc.	4,457	$1,723,655
7	HUM	Humana Inc	1,148	$456,008
8	ALHC	Alignment Healthcare, Inc.	9,802	$233,385

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,320,143	18,890	+89.1%	Shares	Sole	2026-08-12
2026-03-31	$1,331,400	9,988	+128.7%	Shares	Other	2026-05-15
2025-09-30	$835,669	4,367	+66.9%	Shares	Other	2025-11-14
2025-06-30	$779,306	2,616	+201.4%	Shares	Other	2025-08-14
2025-03-31	$285,910	868	-47.6%	Shares	Other	2025-05-15
2024-12-31	$481,687	1,655	+18.5%	Shares	Other	2025-02-14
2024-09-30	$481,350	1,397	+0.5%	Shares	Other	2024-11-14
2024-06-30	$413,247	1,390	0.0%	Shares	Other	2024-08-14
2024-03-31	$571,053	1,390	-34.2%	Shares	Other	2024-05-15
2023-12-31	$763,809	2,114	-0.7%	Shares	Other	2024-02-13
2023-09-30	$698,077	2,129	-6.6%	Shares	Other	2023-11-15
2023-06-30	$686,525	2,279	—	Shares	Other	2023-08-15
No filing history on record for this holder in this stock.