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True Wealth Design’s Cigna CI Stock Holding History

True Wealth Design’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 		$91K Buy
330
+47
+17% +$13.3K 0.02% 281
2026
Q1 		$75.5K Buy
283
+125
+79% +$34.6K 0.02% 284
2025
Q4 		$43.5K Buy
158
+85
+116% +$23.8K 0.01% 370
2025
Q3 		$21.1K Sell
73
-3
-4% -$888 0.01% 590
2025
Q2 		$25.2K Buy
76
+18
+31% +$5.8K 0.01% 328
2025
Q1 		$19.2K Buy
58
+55
+1,833% +$16.6K 0.01% 353
2024
Q4 		$895 Sell
3
-7
-70% -$2.23K ﹤0.01% 967
2024
Q3 		$3.46K Sell
10
-2,589
-100% -$891K ﹤0.01% 659
2024
Q2 		$859K Sell
2,599
-2
-0.1% -$690 0.21% 61
2024
Q1 		$945K Sell
2,601
-99
-4% -$32.6K 0.24% 47
2023
Q4 		$809K Sell
2,700
-45
-2% -$13.2K 0.23% 65
2023
Q3 		$785K Buy
2,745
+2,740
+54,800% +$781K 0.26% 60
2023
Q2 		$1.4K Sell
5
-20
-80% -$5.21K ﹤0.01% 292
2023
Q1 		$6.39K Buy
25
+20
+400% +$5.83K ﹤0.01% 268
2022
Q4 		$1.66K Buy
+5
New +$1.58K ﹤0.01% 307

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

True Wealth Design's CI Position: Q2 2026 in Review

True Wealth Design increased its Cigna (CI) stake by 17% in Q2 2026, buying an estimated $13.3K and bringing the position to 330 shares worth $91K. The position accounts for 0.02% of the portfolio, ranked #281.

True Wealth Design first reported a position in CI in Q4 2022 and has held it in 15 quarters since. The position peaked at $945K in Q1 2024. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • True Wealth Design held 330 shares of Cigna worth $91K as of Q2 2026.
  • True Wealth Design bought 47 Cigna shares in Q2 2026, an estimated $13.3K.
  • Cigna made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #281 holding.
  • True Wealth Design first reported a position in Cigna in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Cigna position peaked at $945K in Q1 2024.
  • 476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.