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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Asset Planning Inc's CI Position: Q1 2026 in Review

Asset Planning Inc held its Cigna (CI) position steady in Q1 2026 at 30 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #243.

Asset Planning Inc first reported a position in CI in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.92K in Q2 2025. 1,655 funds tracked by Wall St. Rank hold CI as of Q1 2026.

  • Asset Planning Inc held 30 shares of Cigna worth $8K as of Q1 2026.
  • Asset Planning Inc left its Cigna share count unchanged in Q1 2026.
  • Cigna made up 0.01% of Asset Planning Inc's portfolio in Q1 2026, its #243 holding.
  • Asset Planning Inc first reported a position in Cigna in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's Cigna position peaked at $9.92K in Q2 2025.
  • 1,655 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.