Kingswood Wealth Advisors’s Cigna CI Stock Holding History

Kingswood Wealth 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 Q1	$1.38M	Sell	5,189 -94	-2%	-$26K	0.07%	300
2025 Q4	$1.45M	Sell	5,283 -19	-0.4%	-$5.33K	0.07%	279
2025 Q3	$1.53M	Sell	5,302 -196	-4%	-$58K	0.09%	226
2025 Q2	$1.82M	Buy	5,498 +288	+6%	+$92.8K	0.14%	157
2025 Q1	$1.71M	Sell	5,210 -233	-4%	-$70.2K	0.16%	155
2024 Q4	$1.5M	Sell	5,443 -658	-11%	-$210K	0.11%	193
2024 Q3	$2.11M	Buy	6,101 +2,421	+66%	+$833K	0.15%	154
2024 Q2	$1.22M	Buy	3,680 +1,651	+81%	+$569K	0.11%	198
2024 Q1	$737K	Sell	2,029 -2,054	-50%	-$676K	0.09%	262
2023 Q4	$1.22M	Buy	4,083 +1,411	+53%	+$412K	0.14%	169
2023 Q3	$1.12M	Buy	2,672 +44	+2%	+$12.5K	0.19%	132
2023 Q2	$737K	Buy	+2,628	New	+$684K	0.24%	102

Other funds holding CI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Kingswood Wealth Advisors's CI Position: Q1 2026 in Review

Kingswood Wealth Advisors reduced its Cigna (CI) stake by 1.8% in Q1 2026, selling an estimated $26K and leaving 5,189 shares worth $1.38M. The position accounts for 0.07% of the portfolio, ranked #300.

Kingswood Wealth Advisors first reported a position in CI in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.11M in Q3 2024. 1,655 funds tracked by Wall St. Rank hold CI as of Q1 2026.

Kingswood Wealth Advisors held 5,189 shares of Cigna worth $1.38M as of Q1 2026.
Kingswood Wealth Advisors sold 94 Cigna shares in Q1 2026, an estimated $26K.
Cigna made up 0.07% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #300 holding.
Kingswood Wealth Advisors first reported a position in Cigna in Q2 2023 and has held it in 12 quarters since.
Kingswood Wealth Advisors's Cigna position peaked at $2.11M in Q3 2024.
1,655 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.