Elmwood Wealth Management’s Cigna CI Stock Holding History

Elmwood 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
2026 Q2	$282K	Buy	1,023 +29	+3%	+$8.19K	0.07%	166
2026 Q1	$265K	Buy	994 +75	+8%	+$20.8K	0.07%	163
2025 Q4	$253K	Buy	919 +25	+3%	+$7.01K	0.08%	156
2025 Q3	$258K	Hold	894	–	–	0.09%	130
2025 Q2	$296K	Hold	894	–	–	0.12%	113
2025 Q1	$294K	Hold	894	–	–	0.12%	114
2024 Q4	$247K	Sell	894 -48	-5%	-$15.3K	0.1%	124
2024 Q3	$326K	Hold	942	–	–	0.13%	110
2024 Q2	$311K	Hold	942	–	–	0.14%	103
2024 Q1	$342K	Sell	942 -5	-0.5%	-$1.65K	0.15%	103
2023 Q4	$284K	Sell	947 -1	-0.1%	-$292	0.2%	98
2023 Q3	$271K	Buy	948 +1	+0.1%	+$285	0.13%	111
2023 Q2	$266K	Buy	947 +5	+0.5%	+$1.3K	0.12%	109
2023 Q1	$241K	Buy	942 +48	+5%	+$14K	0.11%	113
2022 Q4	$296K	Hold	894	–	–	0.15%	106
2022 Q3	$248K	Hold	894	–	–	0.12%	107
2022 Q2	$236K	Hold	894	–	–	0.13%	108
2022 Q1	$214K	Hold	894	–	–	0.11%	110
2021 Q4	$205K	Buy	+894	New	+$190K	0.1%	110
2021 Q2	$212K	Hold	894	–	–	0.11%	109
2021 Q1	$216K	Buy	+894	New	+$199K	0.13%	100
2020 Q3	$168K	Hold	894	–	–	0.14%	91
2020 Q2	$168K	Buy	894 +194	+28%	+$36.8K	0.14%	91
2020 Q1	$117K	Buy	+700	New	+$136K	0.11%	101
2019 Q4	–	Sell	-894	Closed	-$136K	–	110
2019 Q3	$136K	Hold	894	–	–	0.14%	85
2019 Q2	$141K	Hold	894	–	–	0.12%	92
2019 Q1	$144K	Hold	894	–	–	0.13%	91
2018 Q4	$170K	Buy	894 +194	+28%	+$40.5K	0.16%	90
2018 Q3	$146K	Hold	700	–	–	0.12%	104
2018 Q2	$119K	Hold	700	–	–	0.11%	108
2018 Q1	$117K	Buy	+700	New	+$136K	0.11%	101

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

Elmwood Wealth Management's CI Position: Q2 2026 in Review

Elmwood Wealth Management increased its Cigna (CI) stake by 2.9% in Q2 2026, buying an estimated $8.19K and bringing the position to 1,023 shares worth $282K. The position accounts for 0.07% of the portfolio, ranked #166.

Elmwood Wealth Management first reported a position in CI in Q1 2018 and has held it in 31 quarters since. The position peaked at $342K in Q1 2024. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

Elmwood Wealth Management held 1,023 shares of Cigna worth $282K as of Q2 2026.
Elmwood Wealth Management bought 29 Cigna shares in Q2 2026, an estimated $8.19K.
Cigna made up 0.07% of Elmwood Wealth Management's portfolio in Q2 2026, its #166 holding.
Elmwood Wealth Management first reported a position in Cigna in Q1 2018 and has held it in 31 quarters since.
Elmwood Wealth Management's Cigna position peaked at $342K in Q1 2024.
476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

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