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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
Q3 		$916K Sell
3,371
-270
-7% -$76.1K 0.06% 189
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

Everhart Financial Group's CI Position: Q3 2026 in Review

Everhart Financial Group reduced its Cigna (CI) stake by 7.4% in Q3 2026, selling an estimated $76.1K and leaving 3,371 shares worth $916K. The position accounts for 0.06% of the portfolio, ranked #189.

Everhart Financial Group first reported a position in CI in Q2 2022 and has held it in 18 quarters since. The position peaked at $1M in Q2 2026. 66 funds tracked by Wall St. Rank hold CI as of Q3 2026.

  • Everhart Financial Group held 3,371 shares of Cigna worth $916K as of Q3 2026.
  • Everhart Financial Group sold 270 Cigna shares in Q3 2026, an estimated $76.1K.
  • Cigna made up 0.06% of Everhart Financial Group's portfolio in Q3 2026, its #189 holding.
  • Everhart Financial Group first reported a position in Cigna in Q2 2022 and has held it in 18 quarters since.
  • Everhart Financial Group's Cigna position peaked at $1M in Q2 2026.
  • 66 funds tracked by Wall St. Rank held Cigna as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.