MWM
CI icon

Mindset Wealth Management’s Cigna CI Stock Holding History

Mindset Wealth Management’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 		– Sell
-1,893
Closed -$521K – 181
2025
Q4 		$521K Buy
1,893
+147
+8% +$41.2K 0.14% 84
2025
Q3 		$503K Buy
1,746
+13
+0.8% +$3.85K 0.14% 82
2025
Q2 		$573K Buy
1,733
+96
+6% +$30.9K 0.19% 64
2025
Q1 		$539K Buy
1,637
+168
+11% +$50.6K 0.21% 64
2024
Q4 		$406K Buy
1,469
+37
+3% +$11.8K 0.15% 76
2024
Q3 		$496K Buy
+1,432
New +$493K 0.21% 58

Other funds holding CI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
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
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Mindset Wealth Management's CI Position: Q1 2026 in Review

Mindset Wealth Management sold out of Cigna (CI) in Q1 2026, closing a stake of 1,893 shares — an estimated $521K sold.

Mindset Wealth Management first reported a position in CI in Q3 2024 and held it in 6 quarters. The position peaked at $573K in Q2 2025. 1,654 funds tracked by Wall St. Rank hold CI as of Q1 2026.

  • Mindset Wealth Management reported no remaining Cigna position as of Q1 2026 after selling out during the quarter.
  • Mindset Wealth Management sold 1,893 Cigna shares in Q1 2026, an estimated $521K.
  • Mindset Wealth Management first reported a position in Cigna in Q3 2024 and held it in 6 quarters.
  • Mindset Wealth Management's Cigna position peaked at $573K in Q2 2025.
  • 1,654 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.