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Everhart Financial Group’s Cigna CI Stock Holding History

Everhart Financial 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 		$1M Buy
3,641
+121
+3% +$34.2K 0.06% 172
2026
Q1 		$939K Buy
3,520
+1,129
+47% +$312K 0.08% 188
2025
Q4 		$658K Sell
2,391
-868
-27% -$243K 0.06% 224
2025
Q3 		$939K Buy
3,259
+657
+25% +$194K 0.09% 150
2025
Q2 		$860K Buy
2,602
+465
+22% +$150K 0.1% 139
2025
Q1 		$703K Buy
2,137
+778
+57% +$234K 0.1% 150
2024
Q4 		$375K Sell
1,359
-472
-26% -$150K 0.08% 232
2024
Q3 		$634K Buy
1,831
+295
+19% +$102K 0.14% 162
2024
Q2 		$508K Buy
1,536
+165
+12% +$56.9K 0.13% 156
2024
Q1 		$498K Buy
1,371
+649
+90% +$214K 0.15% 148
2023
Q4 		$216K Sell
722
-361
-33% -$105K 0.08% 231
2023
Q3 		$310K Buy
1,083
+154
+17% +$43.9K 0.13% 151
2023
Q2 		$261K Sell
929
-43
-4% -$11.2K 0.11% 175
2023
Q1 		$248K Buy
972
+93
+11% +$27.1K 0.11% 163
2022
Q4 		$291K Sell
879
-395
-31% -$125K 0.15% 125
2022
Q3 		$354K Buy
1,274
+201
+19% +$56.6K 0.2% 105
2022
Q2 		$283K Buy
+1,073
New +$276K 0.17% 124

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

Everhart Financial Group's CI Position: Q2 2026 in Review

Everhart Financial Group increased its Cigna (CI) stake by 3.4% in Q2 2026, buying an estimated $34.2K and bringing the position to 3,641 shares worth $1M. The position accounts for 0.06% of the portfolio, ranked #172.

Everhart Financial Group first reported a position in CI in Q2 2022 and has held it in 17 quarters since. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Everhart Financial Group held 3,641 shares of Cigna worth $1M as of Q2 2026.
  • Everhart Financial Group bought 121 Cigna shares in Q2 2026, an estimated $34.2K.
  • Cigna made up 0.06% of Everhart Financial Group's portfolio in Q2 2026, its #172 holding.
  • Everhart Financial Group first reported a position in Cigna in Q2 2022 and has held it in 17 quarters since.
  • 476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.