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Balboa Wealth Partners’s Cigna CI Stock Holding History

Balboa Wealth Partners’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 		$214K Sell
777
-209
-21% -$59K 0.03% 428
2026
Q1 		$263K Buy
986
+105
+12% +$29.1K 0.04% 337
2025
Q4 		$243K Sell
881
-30
-3% -$8.41K 0.04% 335
2025
Q3 		$262K Sell
911
-33
-3% -$9.76K 0.05% 299
2025
Q2 		$312K Buy
944
+133
+16% +$42.9K 0.06% 243
2025
Q1 		$267K Sell
811
-3
-0.4% -$904 0.06% 215
2024
Q4 		$225K Sell
814
-12
-1% -$3.83K 0.05% 257
2024
Q3 		$286K Sell
826
-36
-4% -$12.4K 0.07% 194
2024
Q2 		$285K Buy
862
+240
+39% +$82.8K 0.08% 200
2024
Q1 		$226K Sell
622
-126
-17% -$41.5K 0.07% 205
2023
Q4 		$224K Sell
748
-11
-1% -$3.21K 0.07% 199
2023
Q3 		$217K Sell
759
-5
-0.7% -$1.43K 0.08% 195
2023
Q2 		$214K Buy
+764
New +$199K 0.07% 220
2023
Q1 		– Sell
-782
Closed -$259K – 304
2022
Q4 		$259K Sell
782
-331
-30% -$105K 0.12% 177
2022
Q3 		$309K Buy
+1,113
New +$313K 0.14% 130

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

Balboa Wealth Partners's CI Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Cigna (CI) stake by 21% in Q2 2026, selling an estimated $59K and leaving 777 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #428.

Balboa Wealth Partners first reported a position in CI in Q3 2022 and has held it in 15 quarters since. The position peaked at $312K in Q2 2025. 1,702 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Balboa Wealth Partners held 777 shares of Cigna worth $214K as of Q2 2026.
  • Balboa Wealth Partners sold 209 Cigna shares in Q2 2026, an estimated $59K.
  • Cigna made up 0.03% of Balboa Wealth Partners's portfolio in Q2 2026, its #428 holding.
  • Balboa Wealth Partners first reported a position in Cigna in Q3 2022 and has held it in 15 quarters since.
  • Balboa Wealth Partners's Cigna position peaked at $312K in Q2 2025.
  • 1,702 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.