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BSW Wealth Partners’s Cigna CI Stock Holding History

BSW Wealth Partners’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 		– Sell
-947
Closed -$253K – 335
2026
Q1 		$253K Buy
+947
New +$262K 0.03% 272
2025
Q4 		– Sell
-745
Closed -$215K – 326
2025
Q3 		$215K Buy
+745
New +$220K 0.03% 303
2025
Q1 		– Sell
-1,078
Closed -$298K – 311
2024
Q4 		$298K Sell
1,078
-368
-25% -$117K 0.04% 232
2024
Q3 		$501K Sell
1,446
-39
-3% -$13.4K 0.08% 151
2024
Q2 		$491K Buy
1,485
+18
+1% +$6.21K 0.08% 135
2024
Q1 		$533K Buy
1,467
+313
+27% +$103K 0.09% 131
2023
Q4 		$346K Buy
1,154
+99
+9% +$28.9K 0.07% 174
2023
Q3 		$302K Buy
1,055
+175
+20% +$49.9K 0.07% 176
2023
Q2 		$247K Hold
880
– – 0.05% 217
2023
Q1 		$225K Sell
880
-81
-8% -$23.6K 0.05% 276
2022
Q4 		$319K Buy
961
+83
+9% +$26.3K 0.07% 201
2022
Q3 		$244K Buy
+878
New +$247K 0.06% 227

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

BSW Wealth Partners's CI Position: Q2 2026 in Review

BSW Wealth Partners sold out of Cigna (CI) in Q2 2026, closing a stake of 947 shares — an estimated $253K sold.

BSW Wealth Partners first reported a position in CI in Q3 2022 and held it in 12 quarters. The position peaked at $533K in Q1 2024. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • BSW Wealth Partners reported no remaining Cigna position as of Q2 2026 after selling out during the quarter.
  • BSW Wealth Partners sold 947 Cigna shares in Q2 2026, an estimated $253K.
  • BSW Wealth Partners first reported a position in Cigna in Q3 2022 and held it in 12 quarters.
  • BSW Wealth Partners's Cigna position peaked at $533K in Q1 2024.
  • 476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.