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Twin Peaks Wealth Advisors’s Cigna CI Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-145
Closed -$38.7K – 592
2026
Q1 		$38.7K Buy
+145
New +$40.1K 0.01% 495
2025
Q3 		– Sell
-156
Closed -$43.8K – 522
2025
Q2 		$43.8K Buy
+156
New +$50.3K 0.01% 369

Other funds holding CI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Twin Peaks Wealth Advisors's CI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Cigna (CI) in Q2 2026, closing a stake of 145 shares — an estimated $38.7K sold.

Twin Peaks Wealth Advisors first reported a position in CI in Q2 2025 and held it in 2 quarters. The position peaked at $43.8K in Q2 2025. 1,702 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Cigna position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 145 Cigna shares in Q2 2026, an estimated $38.7K.
  • Twin Peaks Wealth Advisors first reported a position in Cigna in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Cigna position peaked at $43.8K in Q2 2025.
  • 1,702 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.