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Willner & Heller’s Cigna CI Stock Holding History

Willner & Heller’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 		$683K Sell
2,478
-27
-1% -$7.63K 0.43% 68
2026
Q1 		$668K Buy
2,505
+617
+33% +$171K 0.5% 64
2025
Q4 		$520K Buy
1,888
+411
+28% +$115K 0.37% 86
2025
Q3 		$426K Sell
1,477
-133
-8% -$39.4K 0.33% 94
2025
Q2 		$532K Sell
1,610
-54
-3% -$17.4K 0.45% 78
2025
Q1 		$548K Buy
1,664
+731
+78% +$220K 0.51% 64
2024
Q4 		$258K Buy
933
+139
+18% +$44.3K 0.23% 130
2024
Q3 		$275K Buy
794
+73
+10% +$25.1K 0.25% 127
2024
Q2 		$238K Buy
721
+3
+0.4% +$1.03K 0.23% 130
2024
Q1 		$261K Buy
718
+3
+0.4% +$988 0.26% 122
2023
Q4 		$214K Buy
+715
New +$209K 0.24% 126
2022
Q4 		$233K Buy
+702
New +$222K 0.33% 114

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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Willner & Heller's CI Position: Q2 2026 in Review

Willner & Heller reduced its Cigna (CI) stake by 1.1% in Q2 2026, selling an estimated $7.63K and leaving 2,478 shares worth $683K. The position accounts for 0.43% of the portfolio, ranked #68.

Willner & Heller first reported a position in CI in Q4 2022 and has held it in 12 quarters since. 256 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Willner & Heller held 2,478 shares of Cigna worth $683K as of Q2 2026.
  • Willner & Heller sold 27 Cigna shares in Q2 2026, an estimated $7.63K.
  • Cigna made up 0.43% of Willner & Heller's portfolio in Q2 2026, its #68 holding.
  • Willner & Heller first reported a position in Cigna in Q4 2022 and has held it in 12 quarters since.
  • 256 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.