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Congress Wealth Management’s Cigna CI Stock Holding History

Congress 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
2025
Q2 		$11.5M Buy
34,675
+13,535
+64% +$4.36M 0.11% 220
2025
Q1 		$6.95M Buy
21,140
+1,543
+8% +$465K 0.08% 272
2024
Q4 		$5.41M Sell
19,597
-10,734
-35% -$3.42M 0.07% 276
2024
Q3 		$10.5M Buy
30,331
+9,286
+44% +$3.2M 0.14% 204
2024
Q2 		$6.96M Buy
21,045
+15,645
+290% +$5.39M 0.11% 215
2024
Q1 		$1.96M Sell
5,400
-667
-11% -$220K 0.03% 319
2023
Q4 		$1.82M Buy
6,067
+761
+14% +$222K 0.03% 324
2023
Q3 		$1.52M Buy
5,306
+47
+0.9% +$13.4K 0.03% 332
2023
Q2 		$1.48M Buy
5,259
+3,757
+250% +$978K 0.03% 303
2023
Q1 		$384K Sell
1,502
-448
-23% -$131K 0.01% 449
2022
Q4 		$646K Sell
1,950
-9
-0.5% -$2.85K 0.02% 382
2022
Q3 		$543K Buy
1,959
+10
+0.5% +$2.81K 0.01% 392
2022
Q2 		$513K Sell
1,949
-57
-3% -$14.7K 0.01% 405
2022
Q1 		$481K Buy
2,006
+440
+28% +$103K 0.01% 449
2021
Q4 		$359K Buy
+1,566
New +$333K 0.01% 502

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Congress Wealth Management's CI Position: Q2 2025 in Review

Congress Wealth Management increased its Cigna (CI) stake by 64% in Q2 2025, buying an estimated $4.36M and bringing the position to 34,675 shares worth $11.5M. The position accounts for 0.11% of the portfolio, ranked #220.

Congress Wealth Management first reported a position in CI in Q4 2021 and has held it in 15 quarters since. 1,737 funds tracked by Wall St. Rank hold CI as of Q2 2025.

  • Congress Wealth Management held 34,675 shares of Cigna worth $11.5M as of Q2 2025.
  • Congress Wealth Management bought 13,535 Cigna shares in Q2 2025, an estimated $4.36M.
  • Cigna made up 0.11% of Congress Wealth Management's portfolio in Q2 2025, its #220 holding.
  • Congress Wealth Management first reported a position in Cigna in Q4 2021 and has held it in 15 quarters since.
  • 1,737 funds tracked by Wall St. Rank held Cigna as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.