APW
CI icon

Aventura Private Wealth’s Cigna CI Stock Holding History

Aventura Private Wealth’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 		$54.3K Hold
197
– – 0.02% 332
2026
Q1 		$52.5K Sell
197
-1,071
-84% -$296K 0.02% 321
2025
Q4 		$349K Hold
1,268
– – 0.13% 116
2025
Q3 		$366K Buy
1,268
+20
+2% +$5.92K 0.13% 111
2025
Q2 		$413K Buy
1,248
+11
+0.9% +$3.55K 0.18% 95
2025
Q1 		$407K Hold
1,237
– – 0.21% 89
2024
Q4 		$342K Buy
+1,237
New +$394K 0.18% 96

Other funds holding CI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Aventura Private Wealth's CI Position: Q2 2026 in Review

Aventura Private Wealth held its Cigna (CI) position steady in Q2 2026 at 197 shares worth $54.3K. The position accounts for 0.02% of the portfolio, ranked #332.

Aventura Private Wealth first reported a position in CI in Q4 2024 and has held it in 7 quarters since. The position peaked at $413K in Q2 2025. 1,694 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Aventura Private Wealth held 197 shares of Cigna worth $54.3K as of Q2 2026.
  • Aventura Private Wealth left its Cigna share count unchanged in Q2 2026.
  • Cigna made up 0.02% of Aventura Private Wealth's portfolio in Q2 2026, its #332 holding.
  • Aventura Private Wealth first reported a position in Cigna in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Cigna position peaked at $413K in Q2 2025.
  • 1,694 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

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