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Weatherly Asset Management’s Cigna CI Stock Holding History

Weatherly Asset 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
Q2 		$275K Sell
998
-14
-1% -$3.96K 0.02% 170
2026
Q1 		$270K Sell
1,012
-56
-5% -$15.5K 0.02% 169
2025
Q4 		$294K Sell
1,068
-15
-1% -$4.21K 0.02% 163
2025
Q3 		$312K Sell
1,083
-172
-14% -$50.9K 0.03% 153
2025
Q2 		$415K Buy
1,255
+13
+1% +$4.19K 0.04% 138
2025
Q1 		$409K Hold
1,242
– – 0.04% 139
2024
Q4 		$343K Sell
1,242
-5
-0.4% -$1.59K 0.03% 147
2024
Q3 		$432K Buy
1,247
+155
+14% +$53.4K 0.04% 135
2024
Q2 		$361K Hold
1,092
– – 0.03% 141
2024
Q1 		$397K Sell
1,092
-30
-3% -$9.88K 0.04% 134
2023
Q4 		$336K Hold
1,122
– – 0.04% 143
2023
Q3 		$321K Sell
1,122
-91
-8% -$26K 0.04% 147
2023
Q2 		$340K Sell
1,213
-141
-10% -$36.7K 0.04% 146
2023
Q1 		$346K Hold
1,354
– – 0.04% 146
2022
Q4 		$449K Sell
1,354
-54
-4% -$17.1K 0.06% 135
2022
Q3 		$391K Sell
1,408
-53
-4% -$14.9K 0.06% 142
2022
Q2 		$385K Sell
1,461
-7
-0.5% -$1.8K 0.05% 149
2022
Q1 		$352K Hold
1,468
– – 0.04% 167
2021
Q4 		$337K Sell
1,468
-10
-0.7% -$2.13K 0.04% 166
2021
Q3 		$296K Sell
1,478
-113
-7% -$24.6K 0.04% 167
2021
Q2 		$377K Sell
1,591
-3
-0.2% -$749 0.05% 153
2021
Q1 		$385K Sell
1,594
-51
-3% -$11.4K 0.05% 150
2020
Q4 		$342K Sell
1,645
-73
-4% -$14.3K 0.05% 153
2020
Q3 		$291K Sell
1,718
-49
-3% -$8.63K 0.05% 157
2020
Q2 		$332K Sell
1,767
-47
-3% -$8.92K 0.06% 151
2020
Q1 		$321K Sell
1,814
-102
-5% -$19.8K 0.07% 144
2019
Q4 		$392K Sell
1,916
-59
-3% -$10.8K 0.07% 144
2019
Q3 		$300K Sell
1,975
-143
-7% -$23.3K 0.06% 158
2019
Q2 		$334K Sell
2,118
-125
-6% -$19.6K 0.07% 150
2019
Q1 		$361K Sell
2,243
-220
-9% -$40.2K 0.07% 143
2018
Q4 		$468K Buy
+2,463
New +$514K 0.11% 132

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

Weatherly Asset Management's CI Position: Q2 2026 in Review

Weatherly Asset Management reduced its Cigna (CI) stake by 1.4% in Q2 2026, selling an estimated $3.96K and leaving 998 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #170.

Weatherly Asset Management first reported a position in CI in Q4 2018 and has held it in 31 quarters since. The position peaked at $468K in Q4 2018. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Weatherly Asset Management held 998 shares of Cigna worth $275K as of Q2 2026.
  • Weatherly Asset Management sold 14 Cigna shares in Q2 2026, an estimated $3.96K.
  • Cigna made up 0.02% of Weatherly Asset Management's portfolio in Q2 2026, its #170 holding.
  • Weatherly Asset Management first reported a position in Cigna in Q4 2018 and has held it in 31 quarters since.
  • Weatherly Asset Management's Cigna position peaked at $468K in Q4 2018.
  • 476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Weatherly Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.