Avior Wealth Management’s Cigna CI Stock Holding History

Avior 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	$314K	Sell	1,426 -804	-36%	-$227K	0.01%	646
2026 Q1	$518K	Buy	2,230 +565	+34%	+$156K	0.01%	521
2025 Q4	$379K	Buy	1,665 +45	+3%	+$12.6K	0.01%	543
2025 Q3	$384K	Buy	1,620 +51	+3%	+$15.1K	0.01%	523
2025 Q2	$424K	Buy	1,569 +13	+0.8%	+$4.19K	0.01%	476
2025 Q1	$417K	Buy	1,556 +44	+3%	+$13.3K	0.02%	457
2024 Q4	$338K	Buy	1,512 +355	+31%	+$113K	0.01%	559
2024 Q3	$301K	Buy	1,157 +635	+122%	+$219K	0.01%	587
2024 Q2	$77.7K	Sell	522 -406	-44%	-$140K	﹤0.01%	945
2024 Q1	$233K	Buy	928 +512	+123%	+$169K	0.01%	667
2023 Q4	$38.6K	Sell	416 -4	-1%	-$1.17K	﹤0.01%	777
2023 Q3	$38.1K	Sell	420 -8	-2%	-$2.28K	﹤0.01%	817
2023 Q2	$39.6K	Hold	428	–	–	﹤0.01%	816
2023 Q1	$36.1K	Buy	428 +27	+7%	+$7.87K	﹤0.01%	847
2022 Q4	$37.7K	Hold	401	–	–	﹤0.01%	671
2022 Q3	$31K	Buy	401 +98	+32%	+$27.6K	﹤0.01%	674
2022 Q2	$4K	Hold	303	–	–	﹤0.01%	872
2022 Q1	$3K	Buy	303 +5	+2%	+$1.17K	﹤0.01%	940
2021 Q4	$2K	Sell	298 -3	-1%	-$638	﹤0.01%	965
2021 Q3	$2K	Buy	301 +13	+5%	+$2.83K	﹤0.01%	926
2021 Q2	$0	Hold	288	–	–	﹤0.01%	1041
2021 Q1	$0	Hold	288	–	–	﹤0.01%	1024
2020 Q4	$0	Sell	288 -9	-3%	-$1.76K	﹤0.01%	986
2020 Q3	$1K	Sell	297 -1,436	-83%	-$253K	﹤0.01%	857
2020 Q2	$270K	Sell	1,733 -178	-9%	-$33.8K	0.04%	346
2020 Q1	$287K	Sell	1,911 -89	-4%	-$17.3K	0.06%	279
2019 Q4	$349K	Sell	2,000 -4,274	-68%	-$784K	0.06%	291
2019 Q3	$908K	Sell	6,274 -259	-4%	-$42.2K	0.16%	130
2019 Q2	$984K	Buy	6,533 +586	+10%	+$91.8K	0.18%	125
2019 Q1	$956K	Buy	5,947 +1,037	+21%	+$189K	0.2%	110
2018 Q4	$932K	Buy	+4,910	New	+$1.02M	0.22%	100
2018 Q2	–	Sell	-4	Closed	-$1K	–	786
2018 Q1	$1K	Sell	4 -50	-93%	-$9.72K	﹤0.01%	713
2017 Q4	$11K	Buy	54 +4	+8%	+$796	﹤0.01%	585
2017 Q3	$9K	Hold	50	–	–	﹤0.01%	342
2017 Q2	$8K	Hold	50	–	–	﹤0.01%	328
2017 Q1	$7K	Buy	+50	New	+$7.37K	﹤0.01%	383

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

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

Avior Wealth Management reduced its Cigna (CI) stake by 36% in Q2 2026, selling an estimated $227K and leaving 1,426 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #646.

Avior Wealth Management first reported a position in CI in Q1 2017 and has held it in 36 quarters since. The position peaked at $984K in Q2 2019. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

Avior Wealth Management held 1,426 shares of Cigna worth $314K as of Q2 2026.
Avior Wealth Management sold 804 Cigna shares in Q2 2026, an estimated $227K.
Cigna made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #646 holding.
Avior Wealth Management first reported a position in Cigna in Q1 2017 and has held it in 36 quarters since.
Avior Wealth Management's Cigna position peaked at $984K in Q2 2019.
476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.