MWM
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Modern Wealth Management’s Cigna CI Stock Holding History

Modern 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 		$622K Sell
2,328
-810
-26% -$224K 0.01% 528
2025
Q4 		$864K Sell
3,138
-310
-9% -$86.9K 0.02% 433
2025
Q3 		$994K Buy
3,448
+298
+9% +$88.2K 0.02% 393
2025
Q2 		$1.04M Buy
3,150
+20
+0.6% +$6.45K 0.03% 360
2025
Q1 		$1.03M Buy
3,130
+1,494
+91% +$450K 0.03% 301
2024
Q4 		$452K Buy
1,636
+709
+76% +$226K 0.02% 378
2024
Q3 		$321K Buy
927
+11
+1% +$3.79K 0.02% 329
2024
Q2 		$303K Buy
+916
New +$316K 0.02% 309

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

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

Modern Wealth Management reduced its Cigna (CI) stake by 26% in Q1 2026, selling an estimated $224K and leaving 2,328 shares worth $622K. The position accounts for 0.01% of the portfolio, ranked #528.

Modern Wealth Management first reported a position in CI in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.04M in Q2 2025. 1,655 funds tracked by Wall St. Rank hold CI as of Q1 2026.

  • Modern Wealth Management held 2,328 shares of Cigna worth $622K as of Q1 2026.
  • Modern Wealth Management sold 810 Cigna shares in Q1 2026, an estimated $224K.
  • Cigna made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #528 holding.
  • Modern Wealth Management first reported a position in Cigna in Q2 2024 and has held it in 8 quarters since.
  • Modern Wealth Management's Cigna position peaked at $1.04M in Q2 2025.
  • 1,655 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.