Brandywine Oak Private Wealth’s Cigna CI Stock Holding History

Brandywine Oak Private Wealth’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	$251K	Sell	910 -10	-1%	-$2.83K	0.02%	218
2026 Q1	$245K	Buy	920 +10	+1%	+$2.77K	0.02%	209
2025 Q4	$250K	Hold	910	–	–	0.02%	218
2025 Q3	$262K	Hold	910	–	–	0.02%	210
2025 Q2	$301K	Hold	910	–	–	0.03%	186
2025 Q1	$299K	Sell	910 -3	-0.3%	-$904	0.03%	188
2024 Q4	$252K	Buy	913 +4	+0.4%	+$1.27K	0.02%	202
2024 Q3	$315K	Hold	909	–	–	0.03%	192
2024 Q2	$301K	Hold	909	–	–	0.03%	192
2024 Q1	$330K	Hold	909	–	–	0.03%	185
2023 Q4	$272K	Hold	909	–	–	0.03%	198
2023 Q3	$260K	Hold	909	–	–	0.03%	200
2023 Q2	$255K	Hold	909	–	–	0.03%	218
2023 Q1	$232K	Buy	909 +1	+0.1%	+$291	0.03%	227
2022 Q4	$301K	Sell	908 -20	-2%	-$6.33K	0.04%	198
2022 Q3	$257K	Hold	928	–	–	0.03%	228
2022 Q2	$244K	Hold	928	–	–	0.03%	276
2022 Q1	$222K	Sell	928 -19	-2%	-$4.45K	0.03%	321
2021 Q4	$217K	Buy	+947	New	+$201K	0.02%	327
2021 Q3	–	Sell	-952	Closed	-$225K	–	341
2021 Q2	$225K	Buy	+952	New	+$238K	0.03%	317
2019 Q1	–	Sell	-324	Closed	-$61K	–	283
2018 Q4	$61K	Buy	+324	New	+$67.6K	0.01%	335

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

Brandywine Oak Private Wealth's CI Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its Cigna (CI) stake by 1.1% in Q2 2026, selling an estimated $2.83K and leaving 910 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #218.

Brandywine Oak Private Wealth first reported a position in CI in Q4 2018 and has held it in 21 quarters since. The position peaked at $330K in Q1 2024. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

Brandywine Oak Private Wealth held 910 shares of Cigna worth $251K as of Q2 2026.
Brandywine Oak Private Wealth sold 10 Cigna shares in Q2 2026, an estimated $2.83K.
Cigna made up 0.02% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #218 holding.
Brandywine Oak Private Wealth first reported a position in Cigna in Q4 2018 and has held it in 21 quarters since.
Brandywine Oak Private Wealth's Cigna position peaked at $330K in Q1 2024.
476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.