AWE
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Avidian Wealth Enterprises’s Cigna CI Stock Holding History

Avidian Wealth Enterprises’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 		$1.53M Buy
5,553
+190
+4% +$53.7K 0.04% 252
2026
Q1 		$1.43M Buy
5,363
+2,538
+90% +$702K 0.05% 239
2025
Q4 		$778K Sell
2,825
-45
-2% -$12.6K 0.03% 274
2025
Q3 		$827K Sell
2,870
-769
-21% -$228K 0.03% 253
2025
Q2 		$1.2M Sell
3,639
-182
-5% -$58.7K 0.05% 183
2025
Q1 		$1.26M Buy
3,821
+184
+5% +$55.4K 0.06% 169
2024
Q4 		$1M Buy
3,637
+723
+25% +$230K 0.05% 187
2024
Q3 		$1.01M Buy
2,914
+57
+2% +$19.6K 0.05% 191
2024
Q2 		$944K Buy
2,857
+304
+12% +$105K 0.04% 191
2024
Q1 		$927K Buy
2,553
+152
+6% +$50K 0.05% 179
2023
Q4 		$719K Buy
2,401
+73
+3% +$21.3K 0.04% 202
2023
Q3 		$666K Hold
2,328
– – 0.05% 208
2023
Q2 		$653K Sell
2,328
-131
-5% -$34.1K 0.04% 234
2023
Q1 		$628K Buy
2,459
+136
+6% +$39.6K 0.03% 261
2022
Q4 		$770K Sell
2,323
-49
-2% -$15.5K 0.05% 210
2022
Q3 		$658K Sell
2,372
-18
-0.8% -$5.07K 0.05% 195
2022
Q2 		$630K Hold
2,390
– – 0.04% 232
2022
Q1 		$573K Buy
2,390
+27
+1% +$6.32K 0.04% 274
2021
Q4 		$543K Sell
2,363
-18
-0.8% -$3.83K 0.03% 283
2021
Q3 		$477K Buy
2,381
+85
+4% +$18.5K 0.04% 218
2021
Q2 		$544K Buy
2,296
+21
+0.9% +$5.25K 0.04% 206
2021
Q1 		$550K Sell
2,275
-135
-6% -$30.1K 0.05% 195
2020
Q4 		$502K Sell
2,410
-364
-13% -$71.4K 0.05% 186
2020
Q3 		$470K Buy
2,774
+200
+8% +$35.2K 0.05% 164
2020
Q2 		$483K Buy
+2,574
New +$488K 0.07% 139
2016
Q4 		– Sell
-20
Closed -$261K – 85
2016
Q3 		$261K Buy
+20
New +$2.61K 0.11% 60

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

Avidian Wealth Enterprises's CI Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Cigna (CI) stake by 3.5% in Q2 2026, buying an estimated $53.7K and bringing the position to 5,553 shares worth $1.53M. The position accounts for 0.04% of the portfolio, ranked #252.

Avidian Wealth Enterprises first reported a position in CI in Q3 2016 and has held it in 26 quarters since. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Avidian Wealth Enterprises held 5,553 shares of Cigna worth $1.53M as of Q2 2026.
  • Avidian Wealth Enterprises bought 190 Cigna shares in Q2 2026, an estimated $53.7K.
  • Cigna made up 0.04% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #252 holding.
  • Avidian Wealth Enterprises first reported a position in Cigna in Q3 2016 and has held it in 26 quarters since.
  • 476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

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