Private Wealth Management Group, LLC
Position in MOH — Molina Healthcare, Inc.
CIK 2011342
PRINCETON, NJ
Position in MOH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,148
+$4,883 QoQ
Shares Held
40
+25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#514
of 597 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $389,585 across 8 Healthcare Plans names. MOH ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
1,405 | $145,347 | |
| 2 | UNH |
Unitedhealth Group Inc
|
333 | $138,404 | |
| 3 | HUM |
Humana Inc
|
136 | $54,021 | |
| 4 | ELV |
Elevance Health, Inc.
|
47 | $18,176 | |
| 5 | CNC |
Centene Corp
|
256 | $16,432 | |
| 6 | MOH |
Molina Healthcare, Inc.
This page
|
40 | $9,148 | |
| 7 | PGNY |
Progyny, Inc.
|
203 | $5,852 | |
| 8 | CI |
Cigna Group
|
8 | $2,205 |
All Filings in MOH
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,148 | 40 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,265 | 32 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $5,553 | 32 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $24,302 | 127 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $11,916 | 40 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $16,469 | 50 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $16,007 | 55 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $15,160 | 44 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $9,216 | 31 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $14,789 | 36 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $13,007 | 36 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||