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Wallace Advisory Group’s Cigna CI Stock Holding History

Wallace Advisory Group’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 		$3.22M Sell
11,681
-15
-0.1% -$4.24K 3.03% 4
2026
Q1 		$3.12M Sell
11,696
-14
-0.1% -$3.87K 3.33% 4
2025
Q4 		$3.22M Sell
11,710
-25
-0.2% -$7.01K 3.38% 3
2025
Q3 		$3.88M Sell
11,735
-461
-4% -$136K 3.12% 4
2025
Q2 		$4.01M Buy
12,196
+23
+0.2% +$7.41K 2.91% 4
2025
Q1 		$3.36M Sell
12,173
-5
-0% -$1.51K 2.33% 5
2024
Q4 		$4.22M Buy
12,178
+7
+0.1% +$2.23K 2.92% 4
2024
Q3 		$4.02M Sell
12,171
-41
-0.3% -$14.1K 2.94% 4
2024
Q2 		$4.04M Sell
12,212
-253
-2% -$87.2K 2.91% 4
2024
Q1 		$3.73M Sell
12,465
-2
-0% -$658 2.8% 4
2023
Q4 		$3.57M Sell
12,467
-172
-1% -$50.3K 2.79% 5
2023
Q3 		$3.55M Sell
12,639
-49
-0.4% -$14K 2.55% 6
2023
Q2 		$3.24M Hold
12,688
– – 2.47% 7
2023
Q1 		$3.24M Sell
12,688
-12
-0.1% -$3.5K 2.47% 7
2022
Q4 		$4.21M Buy
+12,700
New +$4.02M 3.32% 5

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

Wallace Advisory Group's CI Position: Q2 2026 in Review

Wallace Advisory Group reduced its Cigna (CI) stake by 0.13% in Q2 2026, selling an estimated $4.24K and leaving 11,681 shares worth $3.22M. The position accounts for 3.03% of the portfolio, ranked #4.

Wallace Advisory Group first reported a position in CI in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.22M in Q4 2024. 1,699 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Wallace Advisory Group held 11,681 shares of Cigna worth $3.22M as of Q2 2026.
  • Wallace Advisory Group sold 15 Cigna shares in Q2 2026, an estimated $4.24K.
  • Cigna made up 3.03% of Wallace Advisory Group's portfolio in Q2 2026, its #4 holding.
  • Wallace Advisory Group first reported a position in Cigna in Q4 2022 and has held it in 15 quarters since.
  • Wallace Advisory Group's Cigna position peaked at $4.22M in Q4 2024.
  • 1,699 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.