MWM
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Modera Wealth Management’s Cigna CI Stock Holding History

Modera 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 		$361K Sell
1,352
-209
-13% -$57.8K ﹤0.01% 497
2025
Q4 		$430K Buy
1,561
+3
+0.2% +$841 0.01% 483
2025
Q3 		$449K Sell
1,558
-143
-8% -$42.3K 0.01% 480
2025
Q2 		$562K Buy
1,701
+93
+6% +$30K 0.01% 425
2025
Q1 		$529K Sell
1,608
-195
-11% -$58.7K 0.01% 421
2024
Q4 		$498K Hold
1,803
– – 0.01% 440
2024
Q3 		$624K Sell
1,803
-11
-0.6% -$3.79K 0.01% 377
2024
Q2 		$600K Buy
1,814
+3
+0.2% +$1.03K 0.01% 367
2024
Q1 		$658K Buy
1,811
+83
+5% +$27.3K 0.01% 361
2023
Q4 		$517K Sell
1,728
-137
-7% -$40K 0.01% 372
2023
Q3 		$534K Buy
1,865
+227
+14% +$64.7K 0.01% 351
2023
Q2 		$460K Buy
1,638
+48
+3% +$12.5K 0.01% 393
2023
Q1 		$406K Buy
1,590
+533
+50% +$155K 0.02% 237
2022
Q4 		$350K Sell
1,057
-177
-14% -$56K 0.01% 258
2022
Q3 		$342K Sell
1,234
-100
-7% -$28.1K 0.02% 224
2022
Q2 		$352K Sell
1,334
-11
-0.8% -$2.83K 0.02% 234
2022
Q1 		$322K Sell
1,345
-2,283
-63% -$534K 0.01% 269
2021
Q4 		$834K Buy
+3,628
New +$771K 0.03% 193

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

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

Modera Wealth Management reduced its Cigna (CI) stake by 13% in Q1 2026, selling an estimated $57.8K and leaving 1,352 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Modera Wealth Management first reported a position in CI in Q4 2021 and has held it in 18 quarters since. The position peaked at $834K in Q4 2021. 1,655 funds tracked by Wall St. Rank hold CI as of Q1 2026.

  • Modera Wealth Management held 1,352 shares of Cigna worth $361K as of Q1 2026.
  • Modera Wealth Management sold 209 Cigna shares in Q1 2026, an estimated $57.8K.
  • Cigna made up ﹤0.01% of Modera Wealth Management's portfolio in Q1 2026, its #497 holding.
  • Modera Wealth Management first reported a position in Cigna in Q4 2021 and has held it in 18 quarters since.
  • Modera Wealth Management's Cigna position peaked at $834K in Q4 2021.
  • 1,655 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.