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Mowery & Schoenfeld Wealth Management’s Cigna CI Stock Holding History

Mowery & Schoenfeld 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 		$23.4K Hold
85
– – 0.03% 187
2026
Q1 		$22.7K Hold
85
– – 0.03% 166
2025
Q4 		$23.4K Hold
85
– – 0.03% 183
2025
Q3 		$24.5K Hold
85
– – 0.04% 163
2025
Q2 		$28.1K Hold
85
– – 0.04% 154
2025
Q1 		$28K Sell
85
-30
-26% -$9.04K 0.05% 178
2024
Q4 		$31.8K Buy
115
+30
+35% +$9.56K 0.06% 145
2024
Q3 		$29.4K Hold
85
– – 0.05% 131
2024
Q2 		$28.1K Hold
85
– – 0.04% 131
2024
Q1 		$30.9K Hold
85
– – 0.06% 94
2023
Q4 		$25.5K Buy
+85
New +$24.8K 0.05% 93

Other funds holding CI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's CI Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Cigna (CI) position steady in Q2 2026 at 85 shares worth $23.4K. The position accounts for 0.03% of the portfolio, ranked #187.

Mowery & Schoenfeld Wealth Management first reported a position in CI in Q4 2023 and has held it in 11 quarters since. The position peaked at $31.8K in Q4 2024. 1,705 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 85 shares of Cigna worth $23.4K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Cigna share count unchanged in Q2 2026.
  • Cigna made up 0.03% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #187 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Cigna in Q4 2023 and has held it in 11 quarters since.
  • Mowery & Schoenfeld Wealth Management's Cigna position peaked at $31.8K in Q4 2024.
  • 1,705 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.