Baker Tilly Wealth Management
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Baker Tilly Wealth Management’s Cigna CI Stock Holding History

Baker Tilly 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
Q3 		$526K Buy
1,933
+56
+3% +$15.8K 0.1% 165
2026
Q2 		$517K Buy
1,877
+119
+7% +$33.6K 0.11% 168
2026
Q1 		$469K Buy
1,758
+3
+0.2% +$830 0.11% 165
2025
Q4 		$483K Buy
1,755
+100
+6% +$28K 0.12% 162
2025
Q3 		$477K Buy
1,655
+352
+27% +$104K 0.11% 156
2025
Q2 		$431K Sell
1,303
-164
-11% -$52.9K 0.15% 138
2025
Q1 		$483K Buy
1,467
+187
+15% +$56.3K 0.19% 121
2024
Q4 		$353K Sell
1,280
-204
-14% -$65K 0.14% 167
2024
Q3 		$514K Sell
1,484
-196
-12% -$67.5K 0.23% 113
2024
Q2 		$555K Sell
1,680
-1,620
-49% -$559K 0.23% 108
2024
Q1 		$1.2M Sell
3,300
-629
-16% -$207K 0.22% 109
2023
Q4 		$1.18M Sell
3,929
-87
-2% -$25.4K 0.19% 117
2023
Q3 		$1.15M Sell
4,016
-444
-10% -$127K 0.19% 113
2023
Q2 		$1.25M Buy
4,460
+362
+9% +$94.3K 0.13% 169
2023
Q1 		$1.05M Sell
4,098
-27
-0.7% -$7.87K 0.12% 190
2022
Q4 		$1.37M Buy
4,125
+236
+6% +$74.7K 0.17% 141
2022
Q3 		$1.08M Sell
3,889
-29
-0.7% -$8.16K 0.15% 148
2022
Q2 		$1.03M Buy
3,918
+72
+2% +$18.6K 0.14% 162
2022
Q1 		$922K Buy
3,846
+309
+9% +$72.3K 0.1% 211
2021
Q4 		$812K Buy
3,537
+529
+18% +$112K 0.09% 251
2021
Q3 		$602K Buy
3,008
+685
+29% +$149K 0.08% 273
2021
Q2 		$551K Sell
2,323
-186
-7% -$46.5K 0.09% 258
2021
Q1 		$607K Buy
2,509
+932
+59% +$208K 0.12% 202
2020
Q4 		$328K Buy
+1,577
New +$309K 0.1% 219

Other funds holding CI

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Baker Tilly Wealth Management's CI Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Cigna (CI) stake by 3% in Q3 2026, buying an estimated $15.8K and bringing the position to 1,933 shares worth $526K. The position accounts for 0.1% of the portfolio, ranked #165.

Baker Tilly Wealth Management first reported a position in CI in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.37M in Q4 2022. 898 funds tracked by Wall St. Rank hold CI as of Q3 2026.

  • Baker Tilly Wealth Management held 1,933 shares of Cigna worth $526K as of Q3 2026.
  • Baker Tilly Wealth Management bought 56 Cigna shares in Q3 2026, an estimated $15.8K.
  • Cigna made up 0.1% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #165 holding.
  • Baker Tilly Wealth Management first reported a position in Cigna in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Cigna position peaked at $1.37M in Q4 2022.
  • 898 funds tracked by Wall St. Rank held Cigna as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.