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 Q2	$918K	Buy	3,331 +1,003	+43%	+$283K	0.01%	540
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

Modern Wealth Management increased its Cigna (CI) stake by 43% in Q2 2026, buying an estimated $283K and bringing the position to 3,331 shares worth $918K. The position accounts for 0.01% of the portfolio, ranked #540.

Modern Wealth Management first reported a position in CI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.04M in Q2 2025. 1,705 funds tracked by Wall St. Rank hold CI as of Q2 2026.

Modern Wealth Management held 3,331 shares of Cigna worth $918K as of Q2 2026.
Modern Wealth Management bought 1,003 Cigna shares in Q2 2026, an estimated $283K.
Cigna made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #540 holding.
Modern Wealth Management first reported a position in Cigna in Q2 2024 and has held it in 9 quarters since.
Modern Wealth Management's Cigna position peaked at $1.04M in Q2 2025.
1,705 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.