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Diversified Trust’s Cigna CI Stock Holding History

Diversified Trust’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 		$859K Sell
3,116
-523
-14% -$148K 0.01% 564
2026
Q1 		$971K Sell
3,639
-2,055
-36% -$569K 0.02% 469
2025
Q4 		$1.57M Sell
5,694
-57
-1% -$16K 0.03% 314
2025
Q3 		$1.66M Buy
5,751
+65
+1% +$19.2K 0.03% 292
2025
Q2 		$1.88M Buy
5,686
+2,474
+77% +$798K 0.04% 246
2025
Q1 		$1.06M Buy
3,212
+1,063
+49% +$320K 0.03% 348
2024
Q4 		$593K Sell
2,149
-739
-26% -$236K 0.01% 542
2024
Q3 		$1M Sell
2,888
-33
-1% -$11.4K 0.03% 380
2024
Q2 		$966K Sell
2,921
-62
-2% -$21.4K 0.03% 341
2024
Q1 		$1.08M Sell
2,983
-308
-9% -$101K 0.03% 302
2023
Q4 		$986K Sell
3,291
-17
-0.5% -$4.97K 0.03% 295
2023
Q3 		$946K Sell
3,308
-127
-4% -$36.2K 0.04% 277
2023
Q2 		$964K Buy
3,435
+916
+36% +$239K 0.04% 289
2023
Q1 		$644K Sell
2,519
-2,118
-46% -$617K 0.03% 380
2022
Q4 		$1.54M Sell
4,637
-329
-7% -$104K 0.06% 166
2022
Q3 		$1.38M Buy
4,966
+311
+7% +$87.5K 0.06% 159
2022
Q2 		$1.23M Buy
4,655
+430
+10% +$111K 0.05% 179
2022
Q1 		$1.01M Buy
4,225
+1,855
+78% +$434K 0.04% 249
2021
Q4 		$544K Buy
2,370
+582
+33% +$124K 0.02% 430
2021
Q3 		$358K Sell
1,788
-1,285
-42% -$279K 0.01% 520
2021
Q2 		$729K Sell
3,073
-321
-9% -$80.2K 0.03% 298
2021
Q1 		$820K Sell
3,394
-248
-7% -$55.3K 0.03% 249
2020
Q4 		$758K Sell
3,642
-1,108
-23% -$217K 0.03% 252
2020
Q3 		$805K Buy
4,750
+1,313
+38% +$231K 0.04% 219
2020
Q2 		$645K Sell
3,437
-130
-4% -$24.7K 0.03% 223
2020
Q1 		$632K Buy
3,567
+191
+6% +$37.1K 0.04% 173
2019
Q4 		$690K Buy
+3,376
New +$619K 0.03% 183

Other funds holding CI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Diversified Trust's CI Position: Q2 2026 in Review

Diversified Trust reduced its Cigna (CI) stake by 14% in Q2 2026, selling an estimated $148K and leaving 3,116 shares worth $859K. The position accounts for 0.01% of the portfolio, ranked #564.

Diversified Trust first reported a position in CI in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.88M in Q2 2025. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Diversified Trust held 3,116 shares of Cigna worth $859K as of Q2 2026.
  • Diversified Trust sold 523 Cigna shares in Q2 2026, an estimated $148K.
  • Cigna made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #564 holding.
  • Diversified Trust first reported a position in Cigna in Q4 2019 and has held it in 27 quarters since.
  • Diversified Trust's Cigna position peaked at $1.88M in Q2 2025.
  • 476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.