Elevation Wealth Partners’s Cigna CI Stock Holding History

Elevation Wealth Partners’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	$101K	Buy	365 +137	+60%	+$38.7K	0.03%	191
2026 Q1	$60.8K	Sell	228 -106	-32%	-$29.3K	0.02%	216
2025 Q4	$91.9K	Sell	334 -127	-28%	-$35.6K	0.03%	175
2025 Q3	$133K	Buy	461 +10	+2%	+$2.96K	0.05%	147
2025 Q2	$149K	Hold	451	–	–	0.06%	134
2025 Q1	$148K	Hold	451	–	–	0.06%	128
2024 Q4	$125K	Hold	451	–	–	0.05%	145
2024 Q3	$156K	Hold	451	–	–	0.07%	132
2024 Q2	$149K	Hold	451	–	–	0.07%	131
2024 Q1	$164K	Sell	451 -1	-0.2%	-$329	0.08%	125
2023 Q4	$129K	Buy	+452	New	+$132K	0.08%	130

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

Elevation Wealth Partners's CI Position: Q2 2026 in Review

Elevation Wealth Partners increased its Cigna (CI) stake by 60% in Q2 2026, buying an estimated $38.7K and bringing the position to 365 shares worth $101K. The position accounts for 0.03% of the portfolio, ranked #191.

Elevation Wealth Partners first reported a position in CI in Q4 2023 and has held it in 11 quarters since. The position peaked at $164K in Q1 2024. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

Elevation Wealth Partners held 365 shares of Cigna worth $101K as of Q2 2026.
Elevation Wealth Partners bought 137 Cigna shares in Q2 2026, an estimated $38.7K.
Cigna made up 0.03% of Elevation Wealth Partners's portfolio in Q2 2026, its #191 holding.
Elevation Wealth Partners first reported a position in Cigna in Q4 2023 and has held it in 11 quarters since.
Elevation Wealth Partners's Cigna position peaked at $164K in Q1 2024.
476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.