Institute for Wealth Management’s Cigna CI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.02M | Buy |
3,839
+24
| +0.6% | +$6.64K | 0.11% | 195 |
|
|
2025
Q4 | $1.05M | Buy |
3,815
+24
| +0.6% | +$6.73K | 0.11% | 186 |
|
|
2025
Q3 | $1.09M | Sell |
3,791
-615
| -14% | -$182K | 0.11% | 182 |
|
|
2025
Q2 | $1.46M | Sell |
4,406
-38
| -0.9% | -$12.2K | 0.16% | 128 |
|
|
2025
Q1 | $1.46M | Sell |
4,444
-46
| -1% | -$13.9K | 0.19% | 117 |
|
|
2024
Q4 | $1.24M | Sell |
4,490
-21
| -0.5% | -$6.69K | 0.16% | 137 |
|
|
2024
Q3 | $1.56M | Sell |
4,511
-18
| -0.4% | -$6.2K | 0.2% | 114 |
|
|
2024
Q2 | $1.5M | Sell |
4,529
-36
| -0.8% | -$12.4K | 0.2% | 113 |
|
|
2024
Q1 | $1.66M | Sell |
4,565
-20
| -0.4% | -$6.58K | 0.21% | 103 |
|
|
2023
Q4 | $1.37M | Buy |
4,585
+170
| +4% | +$49.7K | 0.22% | 110 |
|
|
2023
Q3 | $1.26M | Buy |
4,415
+371
| +9% | +$106K | 0.23% | 107 |
|
|
2023
Q2 | $1.13M | Sell |
4,044
-34
| -0.8% | -$8.85K | 0.19% | 129 |
|
|
2023
Q1 | $1.04M | Sell |
4,078
-27
| -0.7% | -$7.87K | 0.2% | 132 |
|
|
2022
Q4 | $1.36M | Sell |
4,105
-31
| -0.7% | -$9.81K | 0.29% | 94 |
|
|
2022
Q3 | $1.15M | Buy |
4,136
+9
| +0.2% | +$2.53K | 0.26% | 103 |
|
|
2022
Q2 | $1.09M | Buy |
4,127
+39
| +1% | +$10K | 0.21% | 121 |
|
|
2022
Q1 | $980K | Hold |
4,088
| – | – | 0.16% | 162 |
|
|
2021
Q4 | $939K | Sell |
4,088
-45
| -1% | -$9.56K | 0.15% | 169 |
|
|
2021
Q3 | $827K | Sell |
4,133
-8
| -0.2% | -$1.74K | 0.15% | 180 |
|
|
2021
Q2 | $982K | Hold |
4,141
| – | – | 0.17% | 155 |
|
|
2021
Q1 | $1M | Hold |
4,141
| – | – | 0.19% | 141 |
|
|
2020
Q4 | $862K | Hold |
4,141
| – | – | 0.17% | 158 |
|
|
2020
Q3 | $702K | Buy |
4,141
+11
| +0.3% | +$1.94K | 0.16% | 165 |
|
|
2020
Q2 | $775K | Buy |
4,130
+28
| +0.7% | +$5.31K | 0.19% | 141 |
|
|
2020
Q1 | $727K | Sell |
4,102
-30
| -0.7% | -$5.82K | 0.22% | 125 |
|
|
2019
Q4 | $845K | Sell |
4,132
-30
| -0.7% | -$5.5K | 0.19% | 156 |
|
|
2019
Q3 | $632K | Sell |
4,162
-100
| -2% | -$16.3K | 0.16% | 190 |
|
|
2019
Q2 | $671K | Sell |
4,262
-274
| -6% | -$42.9K | 0.15% | 208 |
|
|
2019
Q1 | $730K | Buy |
+4,536
| New | +$828K | 0.16% | 178 |
|
|
2018
Q1 | – | Sell |
-3,877
| Closed | -$783K | – | 275 |
|
|
2017
Q4 | $783K | Buy |
+3,877
| New | +$772K | 0.18% | 164 |
|
|
2017
Q3 | – | Sell |
-3,977
| Closed | -$670K | – | 269 |
|
|
2017
Q2 | $670K | Buy |
+3,977
| New | +$639K | 0.18% | 179 |
|
Other funds holding CI
VCM
VPM
Institute for Wealth Management's CI Position: Q1 2026 in Review
Institute for Wealth Management increased its Cigna (CI) stake by 0.63% in Q1 2026, buying an estimated $6.64K and bringing the position to 3,839 shares worth $1.02M. The position accounts for 0.11% of the portfolio, ranked #195.
Institute for Wealth Management first reported a position in CI in Q2 2017 and has held it in 31 quarters since. The position peaked at $1.66M in Q1 2024. 1,655 funds tracked by Wall St. Rank hold CI as of Q1 2026.
- Institute for Wealth Management held 3,839 shares of Cigna worth $1.02M as of Q1 2026.
- Institute for Wealth Management bought 24 Cigna shares in Q1 2026, an estimated $6.64K.
- Cigna made up 0.11% of Institute for Wealth Management's portfolio in Q1 2026, its #195 holding.
- Institute for Wealth Management first reported a position in Cigna in Q2 2017 and has held it in 31 quarters since.
- Institute for Wealth Management's Cigna position peaked at $1.66M in Q1 2024.
- 1,655 funds tracked by Wall St. Rank held Cigna as of Q1 2026.
Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.