AP
CI icon

Appleton Partners’s Cigna CI Stock Holding History

Appleton Partners’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 		$439K Hold
1,592
– – 0.03% 205
2026
Q1 		$425K Hold
1,592
– – 0.03% 199
2025
Q4 		$438K Hold
1,592
– – 0.03% 199
2025
Q3 		$459K Buy
1,592
+32
+2% +$9.47K 0.03% 194
2025
Q2 		$516K Hold
1,560
– – 0.04% 177
2025
Q1 		$513K Sell
1,560
-45
-3% -$13.6K 0.04% 174
2024
Q4 		$443K Buy
+1,605
New +$512K 0.03% 188

Other funds holding CI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Appleton Partners's CI Position: Q2 2026 in Review

Appleton Partners held its Cigna (CI) position steady in Q2 2026 at 1,592 shares worth $439K. The position accounts for 0.03% of the portfolio, ranked #205.

Appleton Partners first reported a position in CI in Q4 2024 and has held it in 7 quarters since. The position peaked at $516K in Q2 2025. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Appleton Partners held 1,592 shares of Cigna worth $439K as of Q2 2026.
  • Appleton Partners left its Cigna share count unchanged in Q2 2026.
  • Cigna made up 0.03% of Appleton Partners's portfolio in Q2 2026, its #205 holding.
  • Appleton Partners first reported a position in Cigna in Q4 2024 and has held it in 7 quarters since.
  • Appleton Partners's Cigna position peaked at $516K in Q2 2025.
  • 476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.