AO
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Advisor OS’s Cigna CI Stock Holding History

Advisor OS’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 		$219K Sell
794
-32
-4% -$9.04K 0.01% 536
2026
Q1 		$220K Buy
826
+87
+12% +$24.1K 0.02% 514
2025
Q4 		$203K Sell
739
-102
-12% -$28.6K 0.02% 476
2025
Q3 		$242K Sell
841
-16
-2% -$4.73K 0.02% 408
2025
Q2 		$283K Buy
+857
New +$276K 0.03% 364
2024
Q4 		– Sell
-688
Closed -$238K – 415
2024
Q3 		$238K Buy
688
+27
+4% +$9.29K 0.02% 358
2024
Q2 		$218K Sell
661
-52
-7% -$17.9K 0.02% 356
2024
Q1 		$259K Buy
+713
New +$235K 0.03% 332

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

Advisor OS's CI Position: Q2 2026 in Review

Advisor OS reduced its Cigna (CI) stake by 3.9% in Q2 2026, selling an estimated $9.04K and leaving 794 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #536.

Advisor OS first reported a position in CI in Q1 2024 and has held it in 8 quarters since. The position peaked at $283K in Q2 2025. 1,699 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Advisor OS held 794 shares of Cigna worth $219K as of Q2 2026.
  • Advisor OS sold 32 Cigna shares in Q2 2026, an estimated $9.04K.
  • Cigna made up 0.01% of Advisor OS's portfolio in Q2 2026, its #536 holding.
  • Advisor OS first reported a position in Cigna in Q1 2024 and has held it in 8 quarters since.
  • Advisor OS's Cigna position peaked at $283K in Q2 2025.
  • 1,699 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.