HIW
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Holos Integrated Wealth’s Cigna CI Stock Holding History

Holos Integrated Wealth’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 		$4.3K Hold
15
– – ﹤0.01% 310
2026
Q1 		$4.11K Hold
15
– – ﹤0.01% 311
2025
Q4 		$4.19K Hold
15
– – ﹤0.01% 246
2025
Q3 		$4.51K Hold
15
– – ﹤0.01% 237
2025
Q2 		$4.12K Hold
15
– – ﹤0.01% 240
2025
Q1 		$4.93K Hold
15
– – ﹤0.01% 229
2024
Q4 		$4.14K Buy
+15
New +$4.78K ﹤0.01% 242

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

Holos Integrated Wealth's CI Position: Q2 2026 in Review

Holos Integrated Wealth held its Cigna (CI) position steady in Q2 2026 at 15 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Holos Integrated Wealth first reported a position in CI in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.93K in Q1 2025. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Holos Integrated Wealth held 15 shares of Cigna worth $4.3K as of Q2 2026.
  • Holos Integrated Wealth left its Cigna share count unchanged in Q2 2026.
  • Cigna made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #310 holding.
  • Holos Integrated Wealth first reported a position in Cigna in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Cigna position peaked at $4.93K in Q1 2025.
  • 476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.