Total Wealth Planning & Management
CI icon

Total Wealth Planning & Management’s Cigna CI Stock Holding History

Total Wealth Planning & 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
Q3 		$526K Sell
1,936
-624
-24% -$176K 0.39% 83
2026
Q2 		$706K Buy
2,560
+216
+9% +$61K 0.48% 68
2026
Q1 		$625K Buy
2,344
+780
+50% +$216K 0.46% 73
2025
Q4 		$430K Buy
+1,564
New +$438K 0.32% 96
2025
Q2 		$475K Sell
1,438
-223
-13% -$71.9K 0.38% 83
2025
Q1 		$546K Buy
1,661
+207
+14% +$62.4K 0.52% 61
2024
Q4 		$402K Buy
+1,454
New +$463K 0.36% 83

Other funds holding CI

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Total Wealth Planning & Management's CI Position: Q3 2026 in Review

Total Wealth Planning & Management reduced its Cigna (CI) stake by 24% in Q3 2026, selling an estimated $176K and leaving 1,936 shares worth $526K. The position accounts for 0.39% of the portfolio, ranked #83.

Total Wealth Planning & Management first reported a position in CI in Q4 2024 and has held it in 7 quarters since. The position peaked at $706K in Q2 2026. 499 funds tracked by Wall St. Rank hold CI as of Q3 2026.

  • Total Wealth Planning & Management held 1,936 shares of Cigna worth $526K as of Q3 2026.
  • Total Wealth Planning & Management sold 624 Cigna shares in Q3 2026, an estimated $176K.
  • Cigna made up 0.39% of Total Wealth Planning & Management's portfolio in Q3 2026, its #83 holding.
  • Total Wealth Planning & Management first reported a position in Cigna in Q4 2024 and has held it in 7 quarters since.
  • Total Wealth Planning & Management's Cigna position peaked at $706K in Q2 2026.
  • 499 funds tracked by Wall St. Rank held Cigna as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.