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Asset Planning Inc’s Cigna CI Stock Holding History

Asset Planning Inc’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 		$8.27K Hold
30
– – 0.01% 261
2026
Q1 		$8K Hold
30
– – 0.01% 243
2025
Q4 		$8.26K Hold
30
– – 0.01% 239
2025
Q3 		$8.65K Hold
30
– – 0.01% 240
2025
Q2 		$9.92K Hold
30
– – 0.01% 234
2025
Q1 		$9.87K Hold
30
– – 0.01% 243
2024
Q4 		$8.28K Buy
+30
New +$9.56K 0.01% 252

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 $3.38T AUM 44.17% 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

Asset Planning Inc's CI Position: Q2 2026 in Review

Asset Planning Inc held its Cigna (CI) position steady in Q2 2026 at 30 shares worth $8.27K. The position accounts for 0.01% of the portfolio, ranked #261.

Asset Planning Inc first reported a position in CI in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.92K in Q2 2025. 1,705 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Asset Planning Inc held 30 shares of Cigna worth $8.27K as of Q2 2026.
  • Asset Planning Inc left its Cigna share count unchanged in Q2 2026.
  • Cigna made up 0.01% of Asset Planning Inc's portfolio in Q2 2026, its #261 holding.
  • Asset Planning Inc first reported a position in Cigna in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Cigna position peaked at $9.92K in Q2 2025.
  • 1,705 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.