Accurate Wealth Management
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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
Q3 		– Sell
-2,251
Closed -$661K – 603
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

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Accurate Wealth Management's CI Position: Q3 2026 in Review

Accurate Wealth Management sold out of Cigna (CI) in Q3 2026, closing a stake of 2,251 shares — an estimated $661K sold.

Accurate Wealth Management first reported a position in CI in Q3 2022 and held it in 8 quarters. The position peaked at $2.24M in Q4 2023. 1,012 funds tracked by Wall St. Rank hold CI as of Q3 2026.

  • Accurate Wealth Management reported no remaining Cigna position as of Q3 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 2,251 Cigna shares in Q3 2026, an estimated $661K.
  • Accurate Wealth Management first reported a position in Cigna in Q3 2022 and held it in 8 quarters.
  • Accurate Wealth Management's Cigna position peaked at $2.24M in Q4 2023.
  • 1,012 funds tracked by Wall St. Rank held Cigna as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.