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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
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

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

Baker Tilly Wealth Management's CI Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Cigna (CI) stake by 6.8% in Q2 2026, buying an estimated $33.6K and bringing the position to 1,877 shares worth $517K. The position accounts for 0.11% of the portfolio, ranked #168.

Baker Tilly Wealth Management first reported a position in CI in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.37M in Q4 2022. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Baker Tilly Wealth Management held 1,877 shares of Cigna worth $517K as of Q2 2026.
  • Baker Tilly Wealth Management bought 119 Cigna shares in Q2 2026, an estimated $33.6K.
  • Cigna made up 0.11% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Baker Tilly Wealth Management first reported a position in Cigna in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Cigna position peaked at $1.37M in Q4 2022.
  • 476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.