Beaird Harris Wealth Management’s Cigna CI Stock Holding History

Beaird Harris 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	$154K	Hold	558	–	–	0.01%	166
2026 Q1	$149K	Hold	558	–	–	0.01%	151
2025 Q4	$154K	Sell	558 -5	-0.9%	-$1.4K	0.01%	156
2025 Q3	$162K	Sell	563 -21	-4%	-$6.21K	0.01%	145
2025 Q2	$193K	Buy	584 +14	+2%	+$4.51K	0.01%	130
2025 Q1	$188K	Hold	570	–	–	0.02%	125
2024 Q4	$157K	Sell	570 -13	-2%	-$4.14K	0.01%	137
2024 Q3	$202K	Sell	583 -830	-59%	-$286K	0.02%	131
2024 Q2	$467K	Buy	+1,413	New	+$487K	0.04%	79
2022 Q2	–	Sell	-1,425	Closed	-$341K	–	435
2022 Q1	$341K	Buy	1,425 +38	+3%	+$8.9K	0.12%	59
2021 Q4	$318K	Buy	+1,387	New	+$295K	0.12%	86

Other funds holding CI

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Beaird Harris Wealth Management's CI Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Cigna (CI) position steady in Q2 2026 at 558 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #166.

Beaird Harris Wealth Management first reported a position in CI in Q4 2021 and has held it in 11 quarters since. The position peaked at $467K in Q2 2024. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

Beaird Harris Wealth Management held 558 shares of Cigna worth $154K as of Q2 2026.
Beaird Harris Wealth Management left its Cigna share count unchanged in Q2 2026.
Cigna made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #166 holding.
Beaird Harris Wealth Management first reported a position in Cigna in Q4 2021 and has held it in 11 quarters since.
Beaird Harris Wealth Management's Cigna position peaked at $467K in Q2 2024.
476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.