Avidian Wealth Enterprises
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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
Q3 		$1.46M Sell
5,380
-173
-3% -$48.8K 0.04% 259
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% -$5.06K 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% -$3.82K 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% +$5.24K 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

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Avidian Wealth Enterprises's CI Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Cigna (CI) stake by 3.1% in Q3 2026, selling an estimated $48.8K and leaving 5,380 shares worth $1.46M. The position accounts for 0.04% of the portfolio, ranked #259.

Avidian Wealth Enterprises first reported a position in CI in Q3 2016 and has held it in 27 quarters since. The position peaked at $1.53M in Q2 2026. 1,059 funds tracked by Wall St. Rank hold CI as of Q3 2026.

  • Avidian Wealth Enterprises held 5,380 shares of Cigna worth $1.46M as of Q3 2026.
  • Avidian Wealth Enterprises sold 173 Cigna shares in Q3 2026, an estimated $48.8K.
  • Cigna made up 0.04% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #259 holding.
  • Avidian Wealth Enterprises first reported a position in Cigna in Q3 2016 and has held it in 27 quarters since.
  • Avidian Wealth Enterprises's Cigna position peaked at $1.53M in Q2 2026.
  • 1,059 funds tracked by Wall St. Rank held Cigna as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.