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National Wealth Management Group’s Cigna CI Stock Holding History

National Wealth Management Group’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
-2,492
Closed -$824K – 235
2025
Q2 		$824K Sell
2,492
-214
-8% -$69K 0.46% 45
2025
Q1 		$890K Buy
+2,706
New +$815K 0.59% 37

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

National Wealth Management Group's CI Position: Q3 2025 in Review

National Wealth Management Group sold out of Cigna (CI) in Q3 2025, closing a stake of 2,492 shares — an estimated $824K sold.

National Wealth Management Group first reported a position in CI in Q1 2025 and held it in 2 quarters. The position peaked at $890K in Q1 2025. 1,613 funds tracked by Wall St. Rank hold CI as of Q3 2025.

  • National Wealth Management Group reported no remaining Cigna position as of Q3 2025 after selling out during the quarter.
  • National Wealth Management Group sold 2,492 Cigna shares in Q3 2025, an estimated $824K.
  • National Wealth Management Group first reported a position in Cigna in Q1 2025 and held it in 2 quarters.
  • National Wealth Management Group's Cigna position peaked at $890K in Q1 2025.
  • 1,613 funds tracked by Wall St. Rank held Cigna as of Q3 2025.

Based on National Wealth Management Group's 13F filing for Q3 2025, filed 31 Oct 2025.