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Adams Wealth Management’s Cigna CI Stock Holding History

Adams 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
Q2 		– Sell
-9,369
Closed -$3.08M – 184
2025
Q1 		$3.08M Sell
9,369
-634
-6% -$191K 0.61% 37
2024
Q4 		$2.76M Buy
10,003
+2,200
+28% +$701K 0.53% 46
2024
Q3 		$2.7M Buy
7,803
+362
+5% +$125K 0.58% 38
2024
Q2 		$2.46M Buy
7,441
+716
+11% +$247K 0.57% 38
2024
Q1 		$2.44M Buy
6,725
+1,006
+18% +$331K 0.6% 34
2023
Q4 		$1.71M Buy
5,719
+822
+17% +$240K 0.51% 38
2023
Q3 		$1.4M Buy
4,897
+328
+7% +$93.5K 0.48% 31
2023
Q2 		$1.28M Buy
4,569
+692
+18% +$180K 0.4% 40
2023
Q1 		$991K Buy
3,877
+1,058
+38% +$308K 0.32% 58
2022
Q4 		$934K Sell
2,819
-72
-2% -$22.8K 0.33% 38
2022
Q3 		$802K Buy
2,891
+272
+10% +$76.5K 0.3% 36
2022
Q2 		$690K Buy
2,619
+359
+16% +$92.5K 0.26% 37
2022
Q1 		$542K Buy
2,260
+39
+2% +$9.13K 0.18% 47
2021
Q4 		$510K Buy
2,221
+570
+35% +$121K 0.15% 57
2021
Q3 		$330K Buy
1,651
+109
+7% +$23.7K 0.12% 61
2021
Q2 		$366K Buy
1,542
+26
+2% +$6.49K 0.16% 54
2021
Q1 		$366K Buy
1,516
+109
+8% +$24.3K 0.17% 51
2020
Q4 		$293K Sell
1,407
-19
-1% -$3.73K 0.18% 48
2020
Q3 		$242K Buy
1,426
+92
+7% +$16.2K 0.19% 50
2020
Q2 		$250K Buy
+1,334
New +$253K 0.26% 58

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 $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Adams Wealth Management's CI Position: Q2 2025 in Review

Adams Wealth Management sold out of Cigna (CI) in Q2 2025, closing a stake of 9,369 shares — an estimated $3.08M sold.

Adams Wealth Management first reported a position in CI in Q2 2020 and held it in 20 quarters. The position peaked at $3.08M in Q1 2025. 1,737 funds tracked by Wall St. Rank hold CI as of Q2 2025.

  • Adams Wealth Management reported no remaining Cigna position as of Q2 2025 after selling out during the quarter.
  • Adams Wealth Management sold 9,369 Cigna shares in Q2 2025, an estimated $3.08M.
  • Adams Wealth Management first reported a position in Cigna in Q2 2020 and held it in 20 quarters.
  • Adams Wealth Management's Cigna position peaked at $3.08M in Q1 2025.
  • 1,737 funds tracked by Wall St. Rank held Cigna as of Q2 2025.

Based on Adams Wealth Management's 13F filing for Q2 2025, filed 25 Sep 2025.