Crewe Advisors’s Cigna CI Stock Holding History

Crewe Advisors’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	$153K	Buy	555 +5	+0.9%	+$1.41K	0.01%	269
2026 Q1	$147K	Sell	550 -102	-16%	-$28.2K	0.01%	238
2025 Q4	$179K	Sell	652 -19	-3%	-$5.33K	0.02%	215
2025 Q3	$193K	Buy	+671	New	+$199K	0.02%	209
2024 Q3	–	Sell	-905	Closed	-$299K	–	764
2024 Q2	$299K	Buy	905 +627	+226%	+$216K	0.03%	141
2024 Q1	$101K	Buy	+278	New	+$91.5K	0.01%	271
2023 Q3	–	Sell	-124	Closed	-$34.8K	–	645
2023 Q2	$34.8K	Buy	124 +21	+20%	+$5.47K	﹤0.01%	299
2023 Q1	$26.3K	Sell	103 -87	-46%	-$25.3K	﹤0.01%	380
2022 Q4	$63K	Sell	190 -78	-29%	-$24.7K	0.01%	283
2022 Q3	$74K	Buy	268 +44	+20%	+$12.4K	0.01%	262
2022 Q2	$59K	Buy	224 +154	+220%	+$39.7K	0.01%	270
2022 Q1	$17K	Hold	70	–	–	﹤0.01%	308
2021 Q4	$16K	Buy	+70	New	+$14.9K	﹤0.01%	280
2021 Q3	–	Sell	-43	Closed	-$10K	–	411
2021 Q2	$10K	Hold	43	–	–	﹤0.01%	277
2021 Q1	$10K	Hold	43	–	–	﹤0.01%	285
2020 Q4	$9K	Sell	43 -27	-39%	-$5.29K	﹤0.01%	275
2020 Q3	$12K	Buy	+70	New	+$12.3K	0.01%	227
2019 Q3	–	Sell	-3	Closed	–	–	230
2019 Q2	$0	Hold	3	–	–	﹤0.01%	302
2019 Q1	$0	Buy	+3	New	+$548	﹤0.01%	250
2018 Q2	–	Sell	-106	Closed	-$18K	–	259
2018 Q1	$18K	Buy	+106	New	+$20.6K	0.02%	191

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

Crewe Advisors's CI Position: Q2 2026 in Review

Crewe Advisors increased its Cigna (CI) stake by 0.91% in Q2 2026, buying an estimated $1.41K and bringing the position to 555 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #269.

Crewe Advisors first reported a position in CI in Q1 2018 and has held it in 20 quarters since. The position peaked at $299K in Q2 2024. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

Crewe Advisors held 555 shares of Cigna worth $153K as of Q2 2026.
Crewe Advisors bought 5 Cigna shares in Q2 2026, an estimated $1.41K.
Cigna made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #269 holding.
Crewe Advisors first reported a position in Cigna in Q1 2018 and has held it in 20 quarters since.
Crewe Advisors's Cigna position peaked at $299K in Q2 2024.
476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.