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Bay Harbor Wealth Management’s Cigna CI Stock Holding History

Bay 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
Q2 		$15.4K Buy
56
+16
+40% +$4.52K ﹤0.01% 216
2026
Q1 		$10.7K Buy
40
+10
+33% +$2.77K ﹤0.01% 213
2025
Q4 		$8.26K Buy
30
+18
+150% +$5.05K ﹤0.01% 201
2025
Q3 		$3.46K Buy
12
+3
+33% +$888 ﹤0.01% 267
2025
Q2 		$2.98K Buy
9
+3
+50% +$967 ﹤0.01% 245
2025
Q1 		$1.97K Sell
6
-4
-40% -$1.21K ﹤0.01% 194
2024
Q4 		$2.76K Buy
10
+2
+25% +$638 ﹤0.01% 151
2024
Q3 		$2.77K Hold
8
– – ﹤0.01% 141
2024
Q2 		$2.64K Hold
8
– – ﹤0.01% 140
2024
Q1 		$2.9K Sell
8
-1
-11% -$329 ﹤0.01% 139
2023
Q4 		$2.69K Hold
9
– – ﹤0.01% 136
2023
Q3 		$2.57K Hold
9
– – ﹤0.01% 127
2023
Q2 		$2.52K Hold
9
– – ﹤0.01% 135
2023
Q1 		$2.3K Sell
9
-1
-10% -$291 ﹤0.01% 135
2022
Q4 		$3K Hold
10
– – ﹤0.01% 149
2022
Q3 		$3K Sell
10
-63
-86% -$17.7K ﹤0.01% 150
2022
Q2 		$19K Sell
73
-2
-3% -$515 0.01% 132
2022
Q1 		$18K Buy
75
+1
+1% +$234 0.01% 131
2021
Q4 		$17K Buy
74
+1
+1% +$213 0.01% 132
2021
Q3 		$15K Buy
73
+68
+1,360% +$14.8K 0.01% 141
2021
Q2 		$1K Buy
+5
New +$1.25K ﹤0.01% 202
2021
Q1 		– Sell
-249
Closed -$52K – 250
2020
Q4 		$52K Hold
249
– – 0.02% 156
2020
Q3 		$42K Hold
249
– – 0.02% 171
2020
Q2 		$47K Hold
249
– – 0.03% 155
2020
Q1 		$44K Hold
249
– – 0.03% 140
2019
Q4 		$51K Hold
249
– – 0.03% 147
2019
Q3 		$37K Sell
249
-248
-50% -$40.4K 0.02% 180
2019
Q2 		$78K Hold
497
– – 0.05% 130
2019
Q1 		$80K Hold
497
– – 0.05% 127
2018
Q4 		$94K Buy
+497
New +$104K 0.07% 120

Other funds holding CI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Bay Harbor Wealth Management's CI Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Cigna (CI) stake by 40% in Q2 2026, buying an estimated $4.52K and bringing the position to 56 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

Bay Harbor Wealth Management first reported a position in CI in Q4 2018 and has held it in 30 quarters since. The position peaked at $94K in Q4 2018. 1,702 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Bay Harbor Wealth Management held 56 shares of Cigna worth $15.4K as of Q2 2026.
  • Bay Harbor Wealth Management bought 16 Cigna shares in Q2 2026, an estimated $4.52K.
  • Cigna made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #216 holding.
  • Bay Harbor Wealth Management first reported a position in Cigna in Q4 2018 and has held it in 30 quarters since.
  • Bay Harbor Wealth Management's Cigna position peaked at $94K in Q4 2018.
  • 1,702 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.