MWM
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Mission Wealth Management’s Cigna CI Stock Holding History

Mission 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
Q2 		$712K Buy
2,583
+1,073
+71% +$303K 0.01% 572
2026
Q1 		$403K Sell
1,510
-94
-6% -$26K 0.01% 543
2025
Q4 		$441K Sell
1,604
-517
-24% -$145K 0.01% 517
2025
Q3 		$611K Sell
2,121
-3
-0.1% -$888 0.01% 439
2025
Q2 		$702K Buy
2,124
+23
+1% +$7.41K 0.02% 400
2025
Q1 		$691K Buy
2,101
+32
+2% +$9.64K 0.02% 381
2024
Q4 		$571K Sell
2,069
-185
-8% -$59K 0.01% 396
2024
Q3 		$781K Buy
2,254
+117
+5% +$40.3K 0.02% 342
2024
Q2 		$706K Buy
2,137
+1,127
+112% +$389K 0.02% 341
2024
Q1 		$367K Buy
1,010
+91
+10% +$30K 0.01% 510
2023
Q4 		$275K Sell
919
-6
-0.6% -$1.75K 0.01% 485
2023
Q3 		$265K Sell
925
-8
-0.9% -$2.28K 0.01% 462
2023
Q2 		$262K Buy
933
+36
+4% +$9.38K 0.01% 464
2023
Q1 		$229K Buy
+897
New +$261K 0.01% 479

Other funds holding CI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Mission Wealth Management's CI Position: Q2 2026 in Review

Mission Wealth Management increased its Cigna (CI) stake by 71% in Q2 2026, buying an estimated $303K and bringing the position to 2,583 shares worth $712K. The position accounts for 0.01% of the portfolio, ranked #572.

Mission Wealth Management first reported a position in CI in Q1 2023 and has held it in 14 quarters since. The position peaked at $781K in Q3 2024. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Mission Wealth Management held 2,583 shares of Cigna worth $712K as of Q2 2026.
  • Mission Wealth Management bought 1,073 Cigna shares in Q2 2026, an estimated $303K.
  • Cigna made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #572 holding.
  • Mission Wealth Management first reported a position in Cigna in Q1 2023 and has held it in 14 quarters since.
  • Mission Wealth Management's Cigna position peaked at $781K in Q3 2024.
  • 476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.