SteelPeak Wealth’s Cigna CI Stock Holding History

SteelPeak 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	$300K	Sell	1,087 -9,379	-90%	-$2.65M	0.01%	524
2026 Q1	$2.79M	Buy	10,466 +4,398	+72%	+$1.22M	0.09%	178
2025 Q4	$1.67M	Buy	6,068 +5,219	+615%	+$1.46M	0.05%	229
2025 Q3	$245K	Buy	849 +100	+13%	+$29.6K	0.01%	504
2025 Q2	$247K	Sell	749 -37	-5%	-$11.9K	0.01%	448
2025 Q1	$258K	Buy	+786	New	+$237K	0.01%	445
2024 Q4	–	Sell	-619	Closed	-$214K	–	580
2024 Q3	$214K	Buy	+619	New	+$213K	0.01%	444
2024 Q1	–	Sell	-3,855	Closed	-$1.15M	–	490
2023 Q4	$1.15M	Buy	3,855 +2,751	+249%	+$804K	0.07%	193
2023 Q3	$316K	Hold	1,104	–	–	0.02%	321
2023 Q2	$310K	Sell	1,104 -919	-45%	-$239K	0.02%	318
2023 Q1	$517K	Sell	2,023 -221	-10%	-$64.4K	0.04%	238
2022 Q4	$744K	Sell	2,244 -5,696	-72%	-$1.8M	0.05%	197
2022 Q3	$2.2M	Sell	7,940 -211	-3%	-$59.4K	0.16%	109
2022 Q2	$2.15M	Buy	+8,151	New	+$2.1M	0.15%	106

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

SteelPeak Wealth's CI Position: Q2 2026 in Review

SteelPeak Wealth reduced its Cigna (CI) stake by 90% in Q2 2026, selling an estimated $2.65M and leaving 1,087 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #524.

SteelPeak Wealth first reported a position in CI in Q2 2022 and has held it in 14 quarters since. The position peaked at $2.79M in Q1 2026. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

SteelPeak Wealth held 1,087 shares of Cigna worth $300K as of Q2 2026.
SteelPeak Wealth sold 9,379 Cigna shares in Q2 2026, an estimated $2.65M.
Cigna made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #524 holding.
SteelPeak Wealth first reported a position in Cigna in Q2 2022 and has held it in 14 quarters since.
SteelPeak Wealth's Cigna position peaked at $2.79M in Q1 2026.
476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.