Accurate Wealth Management’s Cigna CI Stock Holding History

Accurate Wealth Management’s Portfolio CI Stock Details CI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$661K	Buy	2,251 +319	+17%	+$90.1K	0.06%	292
2026 Q1	$524K	Buy	1,932 +384	+25%	+$106K	0.06%	304
2025 Q4	$432K	Sell	1,548 -101	-6%	-$28.3K	0.05%	330
2025 Q3	$498K	Buy	1,649 +147	+10%	+$43.5K	0.07%	291
2025 Q2	$464K	Buy	+1,502	New	+$484K	0.07%	273
2024 Q1	–	Sell	-7,299	Closed	-$2.24M	–	290
2023 Q4	$2.24M	Buy	+7,299	New	+$2.13M	0.7%	39
2023 Q1	–	Sell	-1,155	Closed	-$351K	–	453
2022 Q4	$351K	Sell	1,155 -950	-45%	-$301K	0.13%	143
2022 Q3	$610K	Buy	+2,105	New	+$592K	0.25%	75

Other funds holding CI

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

Accurate Wealth Management's CI Position: Q2 2026 in Review

Accurate Wealth Management increased its Cigna (CI) stake by 17% in Q2 2026, buying an estimated $90.1K and bringing the position to 2,251 shares worth $661K. The position accounts for 0.06% of the portfolio, ranked #292.

Accurate Wealth Management first reported a position in CI in Q3 2022 and has held it in 8 quarters since. The position peaked at $2.24M in Q4 2023. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

Accurate Wealth Management held 2,251 shares of Cigna worth $661K as of Q2 2026.
Accurate Wealth Management bought 319 Cigna shares in Q2 2026, an estimated $90.1K.
Cigna made up 0.06% of Accurate Wealth Management's portfolio in Q2 2026, its #292 holding.
Accurate Wealth Management first reported a position in Cigna in Q3 2022 and has held it in 8 quarters since.
Accurate Wealth Management's Cigna position peaked at $2.24M in Q4 2023.
476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.