Kozak & Associates’s Cigna CI Stock Holding History

Kozak & Associates’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	–	Sell	-11	Closed	-$3.11K	–	420
2026 Q1	$3.08K	Hold	11	–	–	﹤0.01%	349
2025 Q4	$3.1K	Hold	11	–	–	﹤0.01%	345
2025 Q3	$3K	Buy	+11	New	+$3.25K	﹤0.01%	357
2023 Q4	–	Hold	0	–	–	–	363
2023 Q3	–	Sell	-3	Closed	-$856	–	380
2023 Q2	$878	Hold	3	–	–	﹤0.01%	336
2023 Q1	$797	Hold	3	–	–	﹤0.01%	326
2022 Q4	$1K	Hold	3	–	–	﹤0.01%	317
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	311
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	351
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	361
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	361
2021 Q3	$1K	Buy	+3	New	+$652	﹤0.01%	314

Other funds holding CI

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Kozak & Associates's CI Position: Q2 2026 in Review

Kozak & Associates sold out of Cigna (CI) in Q2 2026, closing a stake of 11 shares — an estimated $3.11K sold.

Kozak & Associates first reported a position in CI in Q3 2021 and held it in 11 quarters. The position peaked at $3.1K in Q4 2025. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

Kozak & Associates reported no remaining Cigna position as of Q2 2026 after selling out during the quarter.
Kozak & Associates sold 11 Cigna shares in Q2 2026, an estimated $3.11K.
Kozak & Associates first reported a position in Cigna in Q3 2021 and held it in 11 quarters.
Kozak & Associates's Cigna position peaked at $3.1K in Q4 2025.
476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.