EWM
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Evercore Wealth Management’s Cigna CI Stock Holding History

Evercore 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
Q1 		$347K Buy
1,301
+35
+3% +$9.68K 0.01% 317
2025
Q4 		$348K Sell
1,266
-101
-7% -$28.3K 0.01% 327
2025
Q3 		$394K Sell
1,367
-981
-42% -$290K 0.01% 316
2025
Q2 		$776K Buy
2,348
+178
+8% +$57.4K 0.01% 231
2025
Q1 		$714K Sell
2,170
-110
-5% -$33.1K 0.01% 245
2024
Q4 		$630K Hold
2,280
– – 0.01% 251
2024
Q3 		$790K Sell
2,280
-198
-8% -$68.2K 0.01% 239
2024
Q2 		$819K Sell
2,478
-36
-1% -$12.4K 0.01% 231
2024
Q1 		$913K Buy
2,514
+16
+0.6% +$5.27K 0.01% 225
2023
Q4 		$748K Buy
2,498
+16
+0.6% +$4.68K 0.01% 240
2023
Q3 		$710K Buy
2,482
+26
+1% +$7.42K 0.01% 236
2023
Q2 		$689K Sell
2,456
-9
-0.4% -$2.34K 0.01% 244
2023
Q1 		$630K Buy
2,465
+12
+0.5% +$3.5K 0.01% 251
2022
Q4 		$813K Buy
2,453
+101
+4% +$32K 0.02% 229
2022
Q3 		$653K Hold
2,352
– – 0.01% 230
2022
Q2 		$620K Buy
2,352
+129
+6% +$33.2K 0.01% 250
2022
Q1 		$533K Sell
2,223
-35
-2% -$8.19K 0.01% 275
2021
Q4 		$519K Sell
2,258
-25
-1% -$5.31K 0.01% 279
2021
Q3 		$457K Sell
2,283
-134
-6% -$29.1K 0.01% 300
2021
Q2 		$573K Sell
2,417
-13
-0.5% -$3.25K 0.01% 278
2021
Q1 		$587K Sell
2,430
-163
-6% -$36.3K 0.01% 276
2020
Q4 		$540K Buy
2,593
+66
+3% +$12.9K 0.01% 277
2020
Q3 		$428K Sell
2,527
-134
-5% -$23.6K 0.01% 279
2020
Q2 		$500K Buy
2,661
+20
+0.8% +$3.79K 0.01% 258
2020
Q1 		$468K Buy
2,641
+26
+1% +$5.04K 0.02% 252
2019
Q4 		$534K Hold
2,615
– – 0.01% 273
2019
Q3 		$397K Sell
2,615
-41
-2% -$6.67K 0.01% 297
2019
Q2 		$418K Sell
2,656
-289
-10% -$45.3K 0.01% 299
2019
Q1 		$473K Sell
2,945
-871
-23% -$159K 0.02% 278
2018
Q4 		$725K Buy
3,816
+1,092
+40% +$228K 0.03% 213
2018
Q3 		$567K Buy
2,724
+1,224
+82% +$227K 0.02% 265
2018
Q2 		$255K Buy
+1,500
New +$260K 0.01% 352
2018
Q1 		– Sell
-474
Closed -$96K – 423
2017
Q4 		$96K Hold
474
– – ﹤0.01% 468
2017
Q3 		$89K Sell
474
-25
-5% -$4.45K ﹤0.01% 483
2017
Q2 		$84K Hold
499
– – ﹤0.01% 505
2017
Q1 		$73K Buy
499
+41
+9% +$6.04K ﹤0.01% 536
2016
Q4 		$61K Buy
458
+202
+79% +$26.4K ﹤0.01% 567
2016
Q3 		$33K Sell
256
-188
-42% -$24.5K ﹤0.01% 684
2016
Q2 		$57K Sell
444
-278
-39% -$36.7K ﹤0.01% 552
2016
Q1 		$99K Buy
722
+29
+4% +$3.98K ﹤0.01% 458
2015
Q4 		$101K Buy
693
+622
+876% +$85.5K ﹤0.01% 473
2015
Q3 		$10K Buy
+71
New +$10.3K ﹤0.01% 833
2015
Q1 		– Sell
-46
Closed -$5K – 997
2014
Q4 		$5K Hold
46
– – ﹤0.01% 791
2014
Q3 		$4K Hold
46
– – ﹤0.01% 879
2014
Q2 		$4K Buy
+46
New +$3.94K ﹤0.01% 927
2013
Q4 		– Sell
-78
Closed -$6K – 864
2013
Q3 		$6K Buy
+78
New +$6.09K ﹤0.01% 812

Other funds holding CI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Evercore Wealth Management's CI Position: Q1 2026 in Review

Evercore Wealth Management increased its Cigna (CI) stake by 2.8% in Q1 2026, buying an estimated $9.68K and bringing the position to 1,301 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #317.

Evercore Wealth Management first reported a position in CI in Q3 2013 and has held it in 46 quarters since. The position peaked at $913K in Q1 2024. 1,655 funds tracked by Wall St. Rank hold CI as of Q1 2026.

  • Evercore Wealth Management held 1,301 shares of Cigna worth $347K as of Q1 2026.
  • Evercore Wealth Management bought 35 Cigna shares in Q1 2026, an estimated $9.68K.
  • Cigna made up 0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #317 holding.
  • Evercore Wealth Management first reported a position in Cigna in Q3 2013 and has held it in 46 quarters since.
  • Evercore Wealth Management's Cigna position peaked at $913K in Q1 2024.
  • 1,655 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.