Citadel Investment Advisory’s Cigna CI Stock Holding History

Citadel 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	$298K	Hold	1,081	–	–	0.14%	62
2026 Q1	$288K	Sell	1,081 -3	-0.3%	-$830	0.14%	62
2025 Q4	$298K	Sell	1,084 -47	-4%	-$13.2K	0.13%	61
2025 Q3	$326K	Hold	1,131	–	–	0.15%	62
2025 Q2	$374K	Hold	1,131	–	–	0.18%	59
2025 Q1	$372K	Hold	1,131	–	–	0.18%	61
2024 Q4	$312K	Sell	1,131 -48	-4%	-$15.3K	0.16%	64
2024 Q3	$408K	Hold	1,179	–	–	0.21%	60
2024 Q2	$390K	Sell	1,179 -41	-3%	-$14.1K	0.22%	60
2024 Q1	$443K	Sell	1,220 -3	-0.2%	-$988	0.25%	61
2023 Q4	$366K	Sell	1,223 -21	-2%	-$6.14K	0.22%	67
2023 Q3	$356K	Hold	1,244	–	–	0.23%	65
2023 Q2	$349K	Hold	1,244	–	–	0.23%	65
2023 Q1	$318K	Sell	1,244 -48	-4%	-$14K	0.22%	65
2022 Q4	$428K	Hold	1,292	–	–	0.29%	57
2022 Q3	$358K	Buy	1,292 +8	+0.6%	+$2.25K	0.27%	61
2022 Q2	$338K	Hold	1,284	–	–	0.23%	69
2022 Q1	$308K	Sell	1,284 -9	-0.7%	-$2.11K	0.18%	71
2021 Q4	$297K	Hold	1,293	–	–	0.17%	69
2021 Q3	$259K	Sell	1,293 -95	-7%	-$20.7K	0.16%	70
2021 Q2	$329K	Sell	1,388 -280	-17%	-$69.9K	0.2%	66
2021 Q1	$403K	Sell	1,668 -73	-4%	-$16.3K	0.26%	64
2020 Q4	$362K	Buy	+1,741	New	+$341K	0.26%	63

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

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

Citadel Investment Advisory held its Cigna (CI) position steady in Q2 2026 at 1,081 shares worth $298K. The position accounts for 0.14% of the portfolio, ranked #62.

Citadel Investment Advisory first reported a position in CI in Q4 2020 and has held it in 23 quarters since. The position peaked at $443K in Q1 2024. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

Citadel Investment Advisory held 1,081 shares of Cigna worth $298K as of Q2 2026.
Citadel Investment Advisory left its Cigna share count unchanged in Q2 2026.
Cigna made up 0.14% of Citadel Investment Advisory's portfolio in Q2 2026, its #62 holding.
Citadel Investment Advisory first reported a position in Cigna in Q4 2020 and has held it in 23 quarters since.
Citadel Investment Advisory's Cigna position peaked at $443K in Q1 2024.
476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

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