Position in MOH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$10,977
-$17,815 QoQ
Shares Held
48
-77.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#511
of 597 holders
Holding Since
Dec 2024
7 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, 2026Physician Wealth Advisors, Inc. holds $1,215,438 across 9 Healthcare Plans names. MOH ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
|
2,726 | $751,503 | |
| 2 | UNH |
Unitedhealth Group Inc
|
673 | $279,718 | |
| 3 | CVS |
CVS HEALTH Corp
|
819 | $84,725 | |
| 4 | ELV |
Elevance Health, Inc.
|
122 | $47,181 | |
| 5 | HUM |
Humana Inc
|
65 | $25,819 | |
| 6 | MOH |
Molina Healthcare, Inc.
This page
|
48 | $10,977 | |
| 7 | CNC |
Centene Corp
|
171 | $10,976 | |
| 8 | CLOV |
Clover Health Investments, Corp. /De
|
571 | $2,992 |
All Filings in MOH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,977 | 48 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $28,792 | 216 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,776 | 16 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $12,629 | 66 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,979 | 10 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $658 | 2 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $582 | 2 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||