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Bartlett & Co Wealth Management’s Cigna CI Stock Holding History

Bartlett & Co 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 		$724K Buy
2,628
+11
+0.4% +$3.11K 0.01% 314
2026
Q1 		$731K Sell
2,617
-89
-3% -$24.6K 0.01% 296
2025
Q4 		$745K Sell
2,706
-13
-0.5% -$3.65K 0.01% 294
2025
Q3 		$784K Hold
2,719
– – 0.01% 283
2025
Q2 		$899K Buy
2,719
+12
+0.4% +$3.87K 0.01% 264
2025
Q1 		$891K Sell
2,707
-66
-2% -$19.9K 0.01% 268
2024
Q4 		$766K Hold
2,773
– – 0.01% 284
2024
Q3 		$961K Hold
2,773
– – 0.01% 260
2024
Q2 		$917K Sell
2,773
-1
-0% -$345 0.01% 264
2024
Q1 		$1.01M Sell
2,774
-482
-15% -$159K 0.02% 267
2023
Q4 		$975K Buy
3,256
+5
+0.2% +$1.46K 0.02% 278
2023
Q3 		$930K Sell
3,251
-61
-2% -$17.4K 0.02% 266
2023
Q2 		$929K Buy
3,312
+2,109
+175% +$549K 0.02% 279
2023
Q1 		$307K Sell
1,203
-331
-22% -$96.4K 0.01% 341
2022
Q4 		$508K Sell
1,534
-8
-0.5% -$2.53K 0.01% 289
2022
Q3 		$428K Sell
1,542
-152
-9% -$42.8K 0.01% 300
2022
Q2 		$446K Buy
1,694
+43
+3% +$11.1K 0.01% 292
2022
Q1 		$396K Hold
1,651
– – 0.01% 315
2021
Q4 		$379K Buy
1,651
+334
+25% +$71K 0.01% 331
2021
Q3 		$264K Sell
1,317
-13
-1% -$2.83K 0.01% 317
2021
Q2 		$315K Sell
1,330
-74
-5% -$18.5K 0.01% 298
2021
Q1 		$339K Sell
1,404
-107
-7% -$23.9K 0.01% 286
2020
Q4 		$315K Buy
1,511
+734
+94% +$144K 0.01% 289
2020
Q3 		$132K Sell
777
-146
-16% -$25.7K ﹤0.01% 351
2020
Q2 		$173K Sell
923
-278
-23% -$52.7K ﹤0.01% 325
2020
Q1 		$213K Sell
1,201
-219
-15% -$42.5K 0.01% 292
2019
Q4 		$290K Hold
1,420
– – 0.01% 291
2019
Q3 		$216K Buy
1,420
+833
+142% +$136K 0.01% 320
2019
Q2 		$92.5K Sell
587
-170
-22% -$26.6K ﹤0.01% 338
2019
Q1 		$122K Buy
757
+4
+0.5% +$731 ﹤0.01% 292
2018
Q4 		$143K Buy
+753
New +$157K 0.01% 277

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

Bartlett & Co Wealth Management's CI Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Cigna (CI) stake by 0.42% in Q2 2026, buying an estimated $3.11K and bringing the position to 2,628 shares worth $724K. The position accounts for 0.01% of the portfolio, ranked #314.

Bartlett & Co Wealth Management first reported a position in CI in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.01M in Q1 2024. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Bartlett & Co Wealth Management held 2,628 shares of Cigna worth $724K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 11 Cigna shares in Q2 2026, an estimated $3.11K.
  • Cigna made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #314 holding.
  • Bartlett & Co Wealth Management first reported a position in Cigna in Q4 2018 and has held it in 31 quarters since.
  • Bartlett & Co Wealth Management's Cigna position peaked at $1.01M in Q1 2024.
  • 476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.