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Spire Wealth Management’s Cigna CI Stock Holding History

Spire 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 		$804K Sell
2,917
-15
-0.5% -$4.24K 0.02% 441
2026
Q1 		$782K Sell
2,932
-33
-1% -$9.13K 0.03% 428
2025
Q4 		$816K Buy
2,965
+73
+3% +$20.5K 0.03% 437
2025
Q3 		$834K Sell
2,892
-281
-9% -$83.1K 0.03% 409
2025
Q2 		$1.05M Sell
3,173
-1,557
-33% -$502K 0.04% 356
2025
Q1 		$1.56M Buy
4,730
+430
+10% +$130K 0.05% 307
2024
Q4 		$1.19M Sell
4,300
-4,695
-52% -$1.5M 0.04% 349
2024
Q3 		$3.12M Buy
8,995
+5,111
+132% +$1.76M 0.11% 162
2024
Q2 		$1.28M Buy
3,884
+142
+4% +$49K 0.05% 293
2024
Q1 		$1.36M Buy
3,742
+985
+36% +$324K 0.02% 306
2023
Q4 		$833K Sell
2,757
-53
-2% -$15.5K 0.03% 399
2023
Q3 		$804K Buy
2,810
+61
+2% +$17.4K 0.03% 381
2023
Q2 		$771K Buy
2,749
+62
+2% +$16.1K 0.03% 394
2023
Q1 		$687K Buy
2,687
+496
+23% +$145K 0.03% 415
2022
Q4 		$726K Buy
2,191
+228
+12% +$72.1K 0.04% 282
2022
Q3 		$545K Sell
1,963
-795
-29% -$224K 0.03% 312
2022
Q2 		$727K Sell
2,758
-276
-9% -$71.1K 0.03% 395
2022
Q1 		$727K Sell
3,034
-714
-19% -$167K 0.02% 470
2021
Q4 		$861K Buy
3,748
+1,228
+49% +$261K 0.02% 514
2021
Q3 		$505K Buy
2,520
+258
+11% +$56.1K 0.01% 582
2021
Q2 		$536K Sell
2,262
-897
-28% -$224K 0.01% 590
2021
Q1 		$765K Buy
+3,159
New +$704K 0.02% 529

Other funds holding CI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Spire Wealth Management's CI Position: Q2 2026 in Review

Spire Wealth Management reduced its Cigna (CI) stake by 0.51% in Q2 2026, selling an estimated $4.24K and leaving 2,917 shares worth $804K. The position accounts for 0.02% of the portfolio, ranked #441.

Spire Wealth Management first reported a position in CI in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.12M in Q3 2024. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Spire Wealth Management held 2,917 shares of Cigna worth $804K as of Q2 2026.
  • Spire Wealth Management sold 15 Cigna shares in Q2 2026, an estimated $4.24K.
  • Cigna made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #441 holding.
  • Spire Wealth Management first reported a position in Cigna in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Cigna position peaked at $3.12M in Q3 2024.
  • 476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.