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Williams Jones Wealth Management’s Cigna CI Stock Holding History

Williams Jones Wealth 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
2025
Q3 		– Sell
-6,931
Closed -$2.29M – 515
2025
Q2 		$2.29M Sell
6,931
-905
-12% -$292K 0.03% 174
2025
Q1 		$2.58M Sell
7,836
-2,950
-27% -$889K 0.03% 165
2024
Q4 		$2.98M Buy
10,786
+12
+0.1% +$3.83K 0.04% 165
2024
Q3 		$3.73M Sell
10,774
-399
-4% -$137K 0.04% 152
2024
Q2 		$3.69M Sell
11,173
-105
-0.9% -$36.2K 0.05% 153
2024
Q1 		$4.1M Sell
11,278
-490
-4% -$161K 0.05% 137
2023
Q4 		$3.52M Sell
11,768
-970
-8% -$283K 0.05% 144
2023
Q3 		$3.64M Buy
12,738
+29
+0.2% +$8.27K 0.06% 141
2023
Q2 		$3.57M Hold
12,709
– – 0.05% 147
2023
Q1 		$3.25M Sell
12,709
-228
-2% -$66.4K 0.05% 159
2022
Q4 		$4.29M Sell
12,937
-5
-0% -$1.58K 0.07% 144
2022
Q3 		$3.59M Buy
12,942
+5
+0% +$1.41K 0.06% 153
2022
Q2 		$3.41M Buy
12,937
+1,928
+18% +$497K 0.06% 164
2022
Q1 		$2.64M Sell
11,009
-489
-4% -$114K 0.04% 181
2021
Q4 		$2.64M Sell
11,498
-48
-0.4% -$10.2K 0.03% 180
2021
Q3 		$2.31M Sell
11,546
-1,015
-8% -$221K 0.03% 184
2021
Q2 		$2.98M Sell
12,561
-295
-2% -$73.7K 0.04% 171
2021
Q1 		$3.11M Sell
12,856
-690
-5% -$154K 0.05% 164
2020
Q4 		$2.82M Sell
13,546
-150
-1% -$29.4K 0.05% 157
2020
Q3 		$2.32M Sell
13,696
-2,151
-14% -$379K 0.04% 156
2020
Q2 		$2.97M Hold
15,847
– – 0.06% 136
2020
Q1 		$2.81M Hold
15,847
– – 0.07% 121
2019
Q4 		$3.24M Hold
15,847
– – 0.06% 140
2019
Q3 		$2.4M Buy
+15,847
New +$2.58M 0.05% 154

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Williams Jones Wealth Management's CI Position: Q3 2025 in Review

Williams Jones Wealth Management sold out of Cigna (CI) in Q3 2025, closing a stake of 6,931 shares — an estimated $2.29M sold.

Williams Jones Wealth Management first reported a position in CI in Q3 2019 and held it in 24 quarters. The position peaked at $4.29M in Q4 2022. 1,618 funds tracked by Wall St. Rank hold CI as of Q3 2025.

  • Williams Jones Wealth Management reported no remaining Cigna position as of Q3 2025 after selling out during the quarter.
  • Williams Jones Wealth Management sold 6,931 Cigna shares in Q3 2025, an estimated $2.29M.
  • Williams Jones Wealth Management first reported a position in Cigna in Q3 2019 and held it in 24 quarters.
  • Williams Jones Wealth Management's Cigna position peaked at $4.29M in Q4 2022.
  • 1,618 funds tracked by Wall St. Rank held Cigna as of Q3 2025.

Based on Williams Jones Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.