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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
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 $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

Balboa Wealth Partners's CI Position: Q1 2026 in Review

Balboa Wealth Partners increased its Cigna (CI) stake by 12% in Q1 2026, buying an estimated $29.1K and bringing the position to 986 shares worth $263K. The position accounts for 0.04% of the portfolio, ranked #337.

Balboa Wealth Partners first reported a position in CI in Q3 2022 and has held it in 14 quarters since. The position peaked at $312K in Q2 2025. 1,655 funds tracked by Wall St. Rank hold CI as of Q1 2026.

  • Balboa Wealth Partners held 986 shares of Cigna worth $263K as of Q1 2026.
  • Balboa Wealth Partners bought 105 Cigna shares in Q1 2026, an estimated $29.1K.
  • Cigna made up 0.04% of Balboa Wealth Partners's portfolio in Q1 2026, its #337 holding.
  • Balboa Wealth Partners first reported a position in Cigna in Q3 2022 and has held it in 14 quarters since.
  • Balboa Wealth Partners's Cigna position peaked at $312K in Q2 2025.
  • 1,655 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.