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Goldstein Advisors’s Cigna CI Stock Holding History

Goldstein Advisors’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 		$486K Buy
1,763
+297
+20% +$83.9K 0.04% 131
2026
Q1 		$391K Buy
1,466
+191
+15% +$52.8K 0.04% 122
2025
Q4 		$351K Buy
1,275
+159
+14% +$44.6K 0.04% 132
2025
Q3 		$322K Buy
1,116
+95
+9% +$28.1K 0.04% 133
2025
Q2 		$337K Sell
1,021
-70
-6% -$22.6K 0.05% 121
2025
Q1 		$359K Buy
1,091
+8
+0.7% +$2.41K 0.05% 121
2024
Q4 		$299K Buy
1,083
+220
+25% +$70.1K 0.04% 137
2024
Q3 		$299K Buy
863
+30
+4% +$10.3K 0.05% 128
2024
Q2 		$275K Buy
833
+51
+7% +$17.6K 0.05% 125
2024
Q1 		$284K Sell
782
-159
-17% -$52.3K 0.05% 120
2023
Q4 		$282K Sell
941
-68
-7% -$19.9K 0.05% 144
2023
Q3 		$289K Buy
1,009
+71
+8% +$20.2K 0.06% 108
2023
Q2 		$263K Buy
938
+84
+10% +$21.9K 0.06% 113
2023
Q1 		$218K Buy
+854
New +$249K 0.05% 129

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

Goldstein Advisors's CI Position: Q2 2026 in Review

Goldstein Advisors increased its Cigna (CI) stake by 20% in Q2 2026, buying an estimated $83.9K and bringing the position to 1,763 shares worth $486K. The position accounts for 0.04% of the portfolio, ranked #131.

Goldstein Advisors first reported a position in CI in Q1 2023 and has held it in 14 quarters since. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Goldstein Advisors held 1,763 shares of Cigna worth $486K as of Q2 2026.
  • Goldstein Advisors bought 297 Cigna shares in Q2 2026, an estimated $83.9K.
  • Cigna made up 0.04% of Goldstein Advisors's portfolio in Q2 2026, its #131 holding.
  • Goldstein Advisors first reported a position in Cigna in Q1 2023 and has held it in 14 quarters since.
  • 476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.