GIM
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Goelzer Investment Management’s Cigna CI Stock Holding History

Goelzer Investment 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 		$3.9M Sell
14,165
-924
-6% -$261K 0.17% 100
2026
Q1 		$4.03M Sell
15,089
-63
-0.4% -$17.4K 0.19% 102
2025
Q4 		$4.17M Buy
15,152
+232
+2% +$65K 0.19% 100
2025
Q3 		$4.3M Sell
14,920
-434
-3% -$128K 0.23% 100
2025
Q2 		$5.08M Sell
15,354
-255
-2% -$82.2K 0.28% 82
2025
Q1 		$5.14M Sell
15,609
-362
-2% -$109K 0.3% 80
2024
Q4 		$4.41M Sell
15,971
-439
-3% -$140K 0.26% 90
2024
Q3 		$5.69M Sell
16,410
-243
-1% -$83.7K 0.31% 76
2024
Q2 		$5.5M Sell
16,653
-645
-4% -$222K 0.31% 71
2024
Q1 		$6.28M Sell
17,298
-689
-4% -$227K 0.36% 68
2023
Q4 		$5.39M Sell
17,987
-6,052
-25% -$1.77M 0.35% 71
2023
Q3 		$6.88M Sell
24,039
-779
-3% -$222K 0.48% 48
2023
Q2 		$6.96M Buy
24,818
+208
+0.8% +$54.2K 0.59% 48
2023
Q1 		$6.29M Buy
24,610
+3,128
+15% +$911K 0.55% 55
2022
Q4 		$7.12M Buy
21,482
+26
+0.1% +$8.23K 0.61% 45
2022
Q3 		$5.95M Buy
21,456
+445
+2% +$125K 0.59% 49
2022
Q2 		$5.54M Buy
21,011
+7,060
+51% +$1.82M 0.53% 57
2022
Q1 		$3.34M Buy
13,951
+170
+1% +$39.8K 0.29% 108
2021
Q4 		$3.17M Buy
13,781
+357
+3% +$75.9K 0.26% 112
2021
Q3 		$2.69M Buy
+13,424
New +$2.92M 0.24% 121

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

Goelzer Investment Management's CI Position: Q2 2026 in Review

Goelzer Investment Management reduced its Cigna (CI) stake by 6.1% in Q2 2026, selling an estimated $261K and leaving 14,165 shares worth $3.9M. The position accounts for 0.17% of the portfolio, ranked #100.

Goelzer Investment Management first reported a position in CI in Q3 2021 and has held it in 20 quarters since. The position peaked at $7.12M in Q4 2022. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Goelzer Investment Management held 14,165 shares of Cigna worth $3.9M as of Q2 2026.
  • Goelzer Investment Management sold 924 Cigna shares in Q2 2026, an estimated $261K.
  • Cigna made up 0.17% of Goelzer Investment Management's portfolio in Q2 2026, its #100 holding.
  • Goelzer Investment Management first reported a position in Cigna in Q3 2021 and has held it in 20 quarters since.
  • Goelzer Investment Management's Cigna position peaked at $7.12M in Q4 2022.
  • 476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.