Morton Brown Family Wealth’s Cigna CI Stock Holding History

Morton Brown Family Wealth’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	$6.42K	Buy	23 +3	+15%	+$848	﹤0.01%	221
2026 Q1	$5.41K	Hold	20	–	–	﹤0.01%	222
2025 Q4	$5.58K	Hold	20	–	–	﹤0.01%	223
2025 Q3	$5.84K	Hold	20	–	–	﹤0.01%	210
2025 Q2	$6.7K	Hold	20	–	–	﹤0.01%	216
2025 Q1	$6.67K	Buy	+20	New	+$6.03K	﹤0.01%	218
2024 Q1	–	Sell	-26	Closed	-$7.84K	–	231
2023 Q4	$7.84K	Buy	+26	New	+$7.6K	﹤0.01%	195
2022 Q4	–	Sell	-8	Closed	-$2K	–	176
2022 Q3	$2K	Buy	+8	New	+$2.25K	﹤0.01%	169

Other funds holding CI

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Morton Brown Family Wealth's CI Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Cigna (CI) stake by 15% in Q2 2026, buying an estimated $848 and bringing the position to 23 shares worth $6.42K. The position accounts for ﹤0.01% of the portfolio, ranked #221.

Morton Brown Family Wealth first reported a position in CI in Q3 2022 and has held it in 8 quarters since. The position peaked at $7.84K in Q4 2023. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

Morton Brown Family Wealth held 23 shares of Cigna worth $6.42K as of Q2 2026.
Morton Brown Family Wealth bought 3 Cigna shares in Q2 2026, an estimated $848.
Cigna made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #221 holding.
Morton Brown Family Wealth first reported a position in Cigna in Q3 2022 and has held it in 8 quarters since.
Morton Brown Family Wealth's Cigna position peaked at $7.84K in Q4 2023.
476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.