Bar Harbor Wealth Management
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Bar Harbor Wealth Management’s Cigna CI Stock Holding History

Bar Harbor 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 		$304K Buy
1,118
+53
+5% +$14.9K 0.02% 230
2026
Q2 		$294K Hold
1,065
– – 0.02% 220
2026
Q1 		$284K Sell
1,065
-1,150
-52% -$318K 0.02% 226
2025
Q4 		$610K Buy
2,215
+1,150
+108% +$322K 0.04% 173
2025
Q3 		$307K Hold
1,065
– – 0.02% 219
2025
Q2 		$352K Hold
1,065
– – 0.02% 204
2025
Q1 		$350K Hold
1,065
– – 0.02% 201
2024
Q4 		$294K Sell
1,065
-360
-25% -$115K 0.02% 213
2024
Q3 		$494K Hold
1,425
– – 0.03% 187
2024
Q2 		$471K Sell
1,425
-61
-4% -$21K 0.03% 185
2024
Q1 		$540K Buy
1,486
+737
+98% +$243K 0.04% 181
2023
Q4 		$224K Buy
+749
New +$219K 0.02% 233
2019
Q2 		– Sell
-1,976
Closed -$318K – 309
2019
Q1 		$318K Sell
1,976
-421
-18% -$76.9K 0.04% 232
2018
Q4 		$455K Buy
2,397
+1,210
+102% +$252K 0.06% 193
2018
Q3 		$247K Buy
+1,187
New +$220K 0.03% 272
2015
Q4 		– Sell
-1,656
Closed -$224K – 296
2015
Q3 		$224K Sell
1,656
-70
-4% -$10.2K 0.03% 264
2015
Q2 		$280K Hold
1,726
– – 0.03% 245
2015
Q1 		$223K Buy
+1,726
New +$201K 0.03% 259

Other funds holding CI

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

Bar Harbor Wealth Management's CI Position: Q3 2026 in Review

Bar Harbor Wealth Management increased its Cigna (CI) stake by 5% in Q3 2026, buying an estimated $14.9K and bringing the position to 1,118 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #230.

Bar Harbor Wealth Management first reported a position in CI in Q1 2015 and has held it in 18 quarters since. The position peaked at $610K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold CI as of Q3 2026.

  • Bar Harbor Wealth Management held 1,118 shares of Cigna worth $304K as of Q3 2026.
  • Bar Harbor Wealth Management bought 53 Cigna shares in Q3 2026, an estimated $14.9K.
  • Cigna made up 0.02% of Bar Harbor Wealth Management's portfolio in Q3 2026, its #230 holding.
  • Bar Harbor Wealth Management first reported a position in Cigna in Q1 2015 and has held it in 18 quarters since.
  • Bar Harbor Wealth Management's Cigna position peaked at $610K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Cigna as of Q3 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.