Cape Investment Advisory’s Cigna CI Stock Holding History

Cape Investment Advisory’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	$76.9K	Buy	+279	New	+$78.8K	0.02%	389
2026 Q1	–	Sell	-243	Closed	-$67K	–	380
2025 Q4	$67K	Buy	243 +72	+42%	+$20.2K	0.02%	367
2025 Q3	$49.3K	Sell	171 -54	-24%	-$16K	0.05%	224
2025 Q2	$74.3K	Buy	225 +9	+4%	+$2.9K	0.03%	312
2025 Q1	$71.2K	Buy	216 +25	+13%	+$7.53K	0.03%	294
2024 Q4	$52.8K	Buy	191 +27	+16%	+$8.61K	0.02%	331
2024 Q3	$56.8K	Hold	164	–	–	0.02%	304
2024 Q2	$54.1K	Buy	164 +20	+14%	+$6.9K	0.02%	287
2024 Q1	$52.5K	Sell	144 -62	-30%	-$20.4K	0.02%	302
2023 Q4	$61.8K	Buy	206 +40	+24%	+$11.7K	0.03%	309
2023 Q3	$47.5K	Buy	166 +56	+51%	+$16K	0.03%	300
2023 Q2	$30.9K	Sell	110 -5	-4%	-$1.3K	0.02%	367
2023 Q1	$29.4K	Buy	+115	New	+$33.5K	0.02%	360

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

Cape Investment Advisory's CI Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Cigna (CI) in Q2 2026: 279 shares worth $76.9K. The stake represents 0.02% of the portfolio and ranks #389 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in CI as recently as Q4 2025.

Cape Investment Advisory first reported a position in CI in Q1 2023 and has held it in 13 quarters since. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

Cape Investment Advisory held 279 shares of Cigna worth $76.9K as of Q2 2026.
Cigna was a new Cape Investment Advisory position in Q2 2026.
Cigna made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #389 holding.
Cape Investment Advisory first reported a position in Cigna in Q1 2023 and has held it in 13 quarters since.
476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.