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MorganRosel Wealth Management’s Cigna CI Stock Holding History

MorganRosel 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
2025
Q3 		– Sell
-588
Closed -$194K – 153
2025
Q2 		$194K Hold
588
– – 0.05% 110
2025
Q1 		$193K Buy
+588
New +$177K 0.06% 104
2024
Q4 		– Sell
-588
Closed -$204K – 105
2024
Q3 		$204K Buy
+588
New +$202K 0.07% 101
2024
Q2 		– Sell
-588
Closed -$214K – 100
2024
Q1 		$214K Buy
+588
New +$194K 0.08% 101
2023
Q1 		– Sell
-3,966
Closed -$1.31M – 92
2022
Q4 		$1.31M Buy
3,966
+632
+19% +$200K 0.61% 30
2022
Q3 		$925K Buy
+3,334
New +$938K 0.46% 39

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MorganRosel Wealth Management's CI Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Cigna (CI) in Q3 2025, closing a stake of 588 shares — an estimated $194K sold.

MorganRosel Wealth Management first reported a position in CI in Q3 2022 and held it in 6 quarters. The position peaked at $1.31M in Q4 2022. 1,618 funds tracked by Wall St. Rank hold CI as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Cigna position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 588 Cigna shares in Q3 2025, an estimated $194K.
  • MorganRosel Wealth Management first reported a position in Cigna in Q3 2022 and held it in 6 quarters.
  • MorganRosel Wealth Management's Cigna position peaked at $1.31M in Q4 2022.
  • 1,618 funds tracked by Wall St. Rank held Cigna as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.