Avalon Trust’s Cigna CI Stock Holding History

Avalon Trust’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	$111K	Buy	417 +225	+117%	+$62.3K	0.01%	206
2025 Q4	$52.8K	Sell	192 -329	-63%	-$92.2K	﹤0.01%	274
2025 Q3	$150K	Buy	521 +4	+0.8%	+$1.18K	0.01%	188
2025 Q2	$171K	Sell	517 -14	-3%	-$4.51K	0.01%	151
2025 Q1	$175K	Sell	531 -300	-36%	-$90.4K	0.01%	140
2024 Q4	$229K	Hold	831	–	–	0.02%	117
2024 Q3	$288K	Sell	831 -108	-12%	-$37.2K	0.02%	105
2024 Q2	$310K	Hold	939	–	–	0.02%	104
2024 Q1	$341K	Hold	939	–	–	0.03%	104
2023 Q4	$281K	Hold	939	–	–	0.03%	108
2023 Q3	$269K	Hold	939	–	–	0.03%	99
2023 Q2	$263K	Hold	939	–	–	0.02%	113
2023 Q1	$240K	Buy	+939	New	+$274K	0.02%	114

Other funds holding CI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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 Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Avalon Trust's CI Position: Q1 2026 in Review

Avalon Trust increased its Cigna (CI) stake by 117% in Q1 2026, buying an estimated $62.3K and bringing the position to 417 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #206.

Avalon Trust first reported a position in CI in Q1 2023 and has held it in 13 quarters since. The position peaked at $341K in Q1 2024. 1,656 funds tracked by Wall St. Rank hold CI as of Q1 2026.

Avalon Trust held 417 shares of Cigna worth $111K as of Q1 2026.
Avalon Trust bought 225 Cigna shares in Q1 2026, an estimated $62.3K.
Cigna made up 0.01% of Avalon Trust's portfolio in Q1 2026, its #206 holding.
Avalon Trust first reported a position in Cigna in Q1 2023 and has held it in 13 quarters since.
Avalon Trust's Cigna position peaked at $341K in Q1 2024.
1,656 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.