Valeo Financial Advisors’s Cigna CI Stock Holding History

Valeo Financial 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	$914K	Buy	3,314 +395	+14%	+$112K	0.02%	319
2026 Q1	$779K	Sell	2,919 -890	-23%	-$246K	0.02%	308
2025 Q4	$1.05M	Sell	3,809 -498	-12%	-$140K	0.02%	292
2025 Q3	$1.24M	Sell	4,307 -12	-0.3%	-$3.55K	0.03%	253
2025 Q2	$1.43M	Buy	4,319 +286	+7%	+$92.2K	0.04%	215
2025 Q1	$1.33M	Buy	4,033 +10	+0.2%	+$3.01K	0.04%	208
2024 Q4	$1.11M	Sell	4,023 -57	-1%	-$18.2K	0.03%	242
2024 Q3	$1.41M	Sell	4,080 -100	-2%	-$34.4K	0.04%	200
2024 Q2	$1.38M	Sell	4,180 -143	-3%	-$49.3K	0.04%	191
2024 Q1	$1.52M	Buy	4,323 +24	+0.6%	+$7.9K	0.05%	177
2023 Q4	$1.29M	Sell	4,299 -716	-14%	-$209K	0.05%	192
2023 Q3	$1.43M	Sell	5,015 -242	-5%	-$69K	0.07%	159
2023 Q2	$1.48M	Sell	5,257 -4	-0.1%	-$1.04K	0.07%	154
2023 Q1	$1.34M	Sell	5,261 -2,396	-31%	-$698K	0.06%	182
2022 Q4	$2.54M	Buy	7,657 +3,003	+65%	+$950K	0.14%	92
2022 Q3	$1.29M	Sell	4,654 -174	-4%	-$49K	0.08%	144
2022 Q2	$1.27M	Sell	4,828 -13,726	-74%	-$3.54M	0.08%	140
2022 Q1	$1.25M	Buy	18,554 +13,537	+270%	+$3.17M	0.06%	174
2021 Q4	$1.15M	Sell	5,017 -106	-2%	-$22.5K	0.06%	167
2021 Q3	$1.02M	Buy	5,123 +2,901	+131%	+$631K	0.06%	183
2021 Q2	$527K	Buy	2,222 +6	+0.3%	+$1.5K	0.03%	248
2021 Q1	$536K	Sell	2,216 -49	-2%	-$10.9K	0.02%	263
2020 Q4	$472K	Sell	2,265 -340	-13%	-$66.7K	0.02%	258
2020 Q3	$441K	Sell	2,605 -3,124	-55%	-$550K	0.04%	203
2020 Q2	$1.07M	Sell	5,729 -323	-5%	-$61.3K	0.1%	123
2020 Q1	$1.1M	Sell	6,052 -60	-1%	-$11.6K	0.12%	115
2019 Q4	$1.25M	Buy	6,112 +1,732	+40%	+$318K	0.12%	115
2019 Q3	$665K	Buy	4,380 +244	+6%	+$39.7K	0.07%	152
2019 Q2	$652K	Buy	4,136 +3,974	+2,453%	+$623K	0.07%	157
2019 Q1	$26K	Sell	162 -12	-7%	-$2.19K	﹤0.01%	701
2018 Q4	$33K	Buy	174 +119	+216%	+$24.8K	﹤0.01%	591
2018 Q3	$12K	Sell	55 -4	-7%	-$742	﹤0.01%	907
2018 Q2	$11K	Sell	59 -95	-62%	-$16.4K	﹤0.01%	912
2018 Q1	$26K	Buy	154 +78	+103%	+$15.2K	﹤0.01%	642
2017 Q4	$15K	Buy	76 +41	+117%	+$8.16K	﹤0.01%	731
2017 Q3	$7K	Buy	+35	New	+$6.23K	﹤0.01%	782

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

Valeo Financial Advisors's CI Position: Q2 2026 in Review

Valeo Financial Advisors increased its Cigna (CI) stake by 14% in Q2 2026, buying an estimated $112K and bringing the position to 3,314 shares worth $914K. The position accounts for 0.02% of the portfolio, ranked #319.

Valeo Financial Advisors first reported a position in CI in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.54M in Q4 2022. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

Valeo Financial Advisors held 3,314 shares of Cigna worth $914K as of Q2 2026.
Valeo Financial Advisors bought 395 Cigna shares in Q2 2026, an estimated $112K.
Cigna made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #319 holding.
Valeo Financial Advisors first reported a position in Cigna in Q3 2017 and has held it in 36 quarters since.
Valeo Financial Advisors's Cigna position peaked at $2.54M in Q4 2022.
476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.