Aries Wealth Management’s Cigna CI Stock Holding History

Aries 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	$476K	Sell	1,727 -1,050	-38%	-$297K	0.09%	158
2026 Q1	$741K	Sell	2,777 -1,050	-27%	-$291K	0.16%	111
2025 Q4	$1.05M	Hold	3,827	–	–	0.23%	94
2025 Q3	$1.1M	Hold	3,827	–	–	0.26%	92
2025 Q2	$1.27M	Sell	3,827 -85	-2%	-$27.4K	0.33%	76
2025 Q1	$1.29M	Sell	3,912 -2	-0.1%	-$603	0.35%	73
2024 Q4	$1.08M	Hold	3,914	–	–	0.3%	81
2024 Q3	$1.36M	Buy	3,914 +92	+2%	+$31.7K	0.37%	69
2024 Q2	$1.26M	Sell	3,822 -182	-5%	-$62.8K	0.4%	64
2024 Q1	$1.45M	Hold	4,004	–	–	0.47%	54
2023 Q4	$1.2M	Sell	4,004 -60	-1%	-$17.5K	0.43%	64
2023 Q3	$1.27M	Buy	4,064 +60	+1%	+$17.1K	0.5%	58
2023 Q2	$1.12M	Hold	4,004	–	–	0.44%	66
2023 Q1	$1.02M	Hold	4,004	–	–	0.42%	69
2022 Q4	$1.33M	Sell	4,004 -90	-2%	-$28.5K	0.57%	53
2022 Q3	$1.32M	Hold	4,094	–	–	0.59%	49
2022 Q2	$1.08M	Buy	+4,094	New	+$1.05M	0.49%	54
2022 Q1	–	Sell	-4,094	Closed	-$940K	–	98
2021 Q4	$940K	Hold	4,094	–	–	0.36%	70
2021 Q3	$819K	Hold	4,094	–	–	0.35%	74
2021 Q2	$971K	Sell	4,094 -450	-10%	-$112K	0.42%	64
2021 Q1	$1.13M	Sell	4,544 -177	-4%	-$39.5K	0.51%	55
2020 Q4	$1.04M	Hold	4,721	–	–	0.52%	53
2020 Q3	$800K	Sell	4,721 -121	-2%	-$21.3K	0.45%	54
2020 Q2	$909K	Hold	4,842	–	–	0.55%	51
2020 Q1	$817K	Sell	4,842 -151	-3%	-$29.3K	0.62%	47
2019 Q4	$1.03M	Hold	4,993	–	–	0.63%	42
2019 Q3	$761K	Sell	4,993 -92	-2%	-$15K	0.51%	55
2019 Q2	$831K	Hold	5,085	–	–	0.58%	49
2019 Q1	$818K	Buy	5,085 +200	+4%	+$36.5K	0.61%	47
2018 Q4	$928K	Buy	4,885 +535	+12%	+$112K	0.98%	36
2018 Q3	$906K	Hold	4,350	–	–	0.81%	38
2018 Q2	$780K	Hold	4,350	–	–	0.72%	46
2018 Q1	$739K	Hold	4,350	–	–	0.72%	42
2017 Q4	$958K	Buy	+4,350	New	+$866K	0.88%	34

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

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

Aries Wealth Management reduced its Cigna (CI) stake by 38% in Q2 2026, selling an estimated $297K and leaving 1,727 shares worth $476K. The position accounts for 0.09% of the portfolio, ranked #158.

Aries Wealth Management first reported a position in CI in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.45M in Q1 2024. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

Aries Wealth Management held 1,727 shares of Cigna worth $476K as of Q2 2026.
Aries Wealth Management sold 1,050 Cigna shares in Q2 2026, an estimated $297K.
Cigna made up 0.09% of Aries Wealth Management's portfolio in Q2 2026, its #158 holding.
Aries Wealth Management first reported a position in Cigna in Q4 2017 and has held it in 34 quarters since.
Aries Wealth Management's Cigna position peaked at $1.45M in Q1 2024.
476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.