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Atria Wealth Solutions’s Cigna CI Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$685K Sell
2,089
-3,087
-60% -$995K 0.02% 790
2025
Q1 		$1.7M Sell
5,176
-2,048
-28% -$617K 0.02% 690
2024
Q4 		$1.99M Buy
7,224
+1,000
+16% +$319K 0.02% 642
2024
Q3 		$2.16M Sell
6,224
-618
-9% -$213K 0.02% 606
2024
Q2 		$2.26M Sell
6,842
-319
-4% -$110K 0.03% 587
2024
Q1 		$2.6M Sell
7,161
-1,895
-21% -$624K 0.03% 547
2023
Q4 		$2.71M Sell
9,056
-2,079
-19% -$608K 0.03% 504
2023
Q3 		$3.19M Sell
11,135
-438
-4% -$125K 0.04% 417
2023
Q2 		$3.25M Buy
11,573
+3,878
+50% +$1.01M 0.04% 416
2023
Q1 		$1.97M Sell
7,695
-435
-5% -$127K 0.03% 546
2022
Q4 		$2.69M Sell
8,130
-89
-1% -$28.2K 0.04% 417
2022
Q3 		$2.28M Buy
8,219
+6,124
+292% +$1.72M 0.04% 433
2022
Q2 		$552K Sell
2,095
-525
-20% -$135K 0.01% 921
2022
Q1 		$628K Buy
+2,620
New +$613K 0.01% 936

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Wealth Solutions's CI Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Cigna (CI) stake by 60% in Q2 2025, selling an estimated $995K and leaving 2,089 shares worth $685K. The position accounts for 0.02% of the portfolio, ranked #790.

Atria Wealth Solutions first reported a position in CI in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.25M in Q2 2023. 1,737 funds tracked by Wall St. Rank hold CI as of Q2 2025.

  • Atria Wealth Solutions held 2,089 shares of Cigna worth $685K as of Q2 2025.
  • Atria Wealth Solutions sold 3,087 Cigna shares in Q2 2025, an estimated $995K.
  • Cigna made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #790 holding.
  • Atria Wealth Solutions first reported a position in Cigna in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Cigna position peaked at $3.25M in Q2 2023.
  • 1,737 funds tracked by Wall St. Rank held Cigna as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.