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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
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 $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

Mowery & Schoenfeld Wealth Management's CI Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management held its Cigna (CI) position steady in Q1 2026 at 85 shares worth $22.7K. The position accounts for 0.03% of the portfolio, ranked #166.

Mowery & Schoenfeld Wealth Management first reported a position in CI in Q4 2023 and has held it in 10 quarters since. The position peaked at $31.8K in Q4 2024. 1,655 funds tracked by Wall St. Rank hold CI as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 85 shares of Cigna worth $22.7K as of Q1 2026.
  • Mowery & Schoenfeld Wealth Management left its Cigna share count unchanged in Q1 2026.
  • Cigna made up 0.03% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #166 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Cigna in Q4 2023 and has held it in 10 quarters since.
  • Mowery & Schoenfeld Wealth Management's Cigna position peaked at $31.8K in Q4 2024.
  • 1,655 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.