IWC
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Integrated Wealth Concepts’s Cigna CI Stock Holding History

Integrated Wealth Concepts’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 		$7.68M Sell
27,864
-314
-1% -$88.7K 0.05% 355
2026
Q1 		$7.52M Buy
28,178
+21,089
+297% +$5.83M 0.06% 302
2025
Q4 		$1.95M Sell
7,089
-3,151
-31% -$883K 0.02% 538
2025
Q3 		$2.95M Sell
10,240
-1,760
-15% -$521K 0.03% 535
2025
Q2 		$3.97M Buy
12,000
+2,103
+21% +$678K 0.04% 391
2025
Q1 		$3.26M Sell
9,897
-88
-0.9% -$26.5K 0.04% 435
2024
Q4 		$2.76M Sell
9,985
-1,058
-10% -$337K 0.03% 454
2024
Q3 		$3.83M Sell
11,043
-2,569
-19% -$884K 0.05% 347
2024
Q2 		$4.5M Buy
13,612
+2,143
+19% +$739K 0.06% 284
2024
Q1 		$4.17M Sell
11,469
-129
-1% -$42.5K 0.06% 301
2023
Q4 		$3.47M Sell
11,598
-645
-5% -$188K 0.06% 313
2023
Q3 		$3.5M Buy
12,243
+508
+4% +$145K 0.06% 292
2023
Q2 		$3.29M Buy
11,735
+2,889
+33% +$752K 0.06% 312
2023
Q1 		$2.26M Sell
8,846
-545
-6% -$159K 0.05% 364
2022
Q4 		$3.11M Sell
9,391
-9
-0.1% -$2.85K 0.08% 220
2022
Q3 		$2.61M Buy
9,400
+1,554
+20% +$437K 0.08% 225
2022
Q2 		$2.07M Sell
7,846
-36
-0.5% -$9.28K 0.06% 273
2022
Q1 		$1.89M Buy
7,882
+56
+0.7% +$13.1K 0.06% 275
2021
Q4 		$1.8M Sell
7,826
-2
-0% -$425 0.05% 283
2021
Q3 		$1.57M Buy
7,828
+5,199
+198% +$1.13M 0.05% 286
2021
Q2 		$623K Buy
2,629
+28
+1% +$6.99K 0.02% 478
2021
Q1 		$629K Sell
2,601
-2,533
-49% -$565K 0.03% 418
2020
Q4 		$1.07M Sell
5,134
-39
-0.8% -$7.65K 0.05% 239
2020
Q3 		$876K Buy
5,173
+3,650
+240% +$642K 0.05% 234
2020
Q2 		$286K Buy
+1,523
New +$289K 0.02% 418
2020
Q1 		– Sell
-1,164
Closed -$238K – 422
2019
Q4 		$238K Buy
+1,164
New +$213K 0.02% 416

Other funds holding CI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

Integrated Wealth Concepts reduced its Cigna (CI) stake by 1.1% in Q2 2026, selling an estimated $88.7K and leaving 27,864 shares worth $7.68M. The position accounts for 0.05% of the portfolio, ranked #355.

Integrated Wealth Concepts first reported a position in CI in Q4 2019 and has held it in 26 quarters since. 1,702 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Integrated Wealth Concepts held 27,864 shares of Cigna worth $7.68M as of Q2 2026.
  • Integrated Wealth Concepts sold 314 Cigna shares in Q2 2026, an estimated $88.7K.
  • Cigna made up 0.05% of Integrated Wealth Concepts's portfolio in Q2 2026, its #355 holding.
  • Integrated Wealth Concepts first reported a position in Cigna in Q4 2019 and has held it in 26 quarters since.
  • 1,702 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.