Cypress Advisory Group’s Cigna CI Stock Holding History

Cypress Advisory Group’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	$695K	Hold	2,520	–	–	0.54%	54
2026 Q1	$672K	Sell	2,520 -2,581	-51%	-$714K	0.51%	57
2025 Q4	$1.4M	Hold	5,101	–	–	1.03%	30
2025 Q3	$1.47M	Sell	5,101 -46	-0.9%	-$13.6K	1.09%	28
2025 Q2	$1.7M	Sell	5,147 -10	-0.2%	-$3.22K	1.32%	23
2025 Q1	$1.7M	Hold	5,157	–	–	1.55%	19
2024 Q4	$1.42M	Buy	+5,157	New	+$1.64M	1.31%	25

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

Cypress Advisory Group's CI Position: Q2 2026 in Review

Cypress Advisory Group held its Cigna (CI) position steady in Q2 2026 at 2,520 shares worth $695K. The position accounts for 0.54% of the portfolio, ranked #54.

Cypress Advisory Group first reported a position in CI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.7M in Q2 2025. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

Cypress Advisory Group held 2,520 shares of Cigna worth $695K as of Q2 2026.
Cypress Advisory Group left its Cigna share count unchanged in Q2 2026.
Cigna made up 0.54% of Cypress Advisory Group's portfolio in Q2 2026, its #54 holding.
Cypress Advisory Group first reported a position in Cigna in Q4 2024 and has held it in 7 quarters since.
Cypress Advisory Group's Cigna position peaked at $1.7M in Q2 2025.
476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Cypress Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.