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Basepoint Wealth’s Cigna CI Stock Holding History

Basepoint Wealth’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 		$152K Sell
551
-80
-13% -$22.6K 0.09% 125
2026
Q1 		$168K Buy
631
+3
+0.5% +$830 0.1% 109
2025
Q4 		$173K Buy
+628
New +$176K 0.11% 106
2025
Q3 		– Sell
-670
Closed -$221K – 105
2025
Q2 		$221K Sell
670
-177
-21% -$57.1K 0.17% 93
2025
Q1 		$279K Sell
847
-85
-9% -$25.6K 0.22% 78
2024
Q4 		$257K Sell
932
-298
-24% -$95K 0.21% 83
2024
Q3 		$426K Sell
1,230
-179
-13% -$61.6K 0.31% 64
2024
Q2 		$466K Sell
1,409
-702
-33% -$242K 0.37% 62
2024
Q1 		$767K Sell
2,111
-732
-26% -$241K 0.58% 45
2023
Q4 		$851K Sell
2,843
-901
-24% -$263K 0.68% 34
2023
Q3 		$1.07M Buy
3,744
+17
+0.5% +$4.85K 0.87% 26
2023
Q2 		$1.05M Buy
3,727
+19
+0.5% +$4.95K 0.86% 25
2023
Q1 		$947K Sell
3,708
-64
-2% -$18.6K 0.79% 31
2022
Q4 		$1.25M Sell
3,772
-219
-5% -$69.3K 1.11% 16
2022
Q3 		$1.11M Sell
3,991
-147
-4% -$41.4K 1.18% 16
2022
Q2 		$1.09M Sell
4,138
-367
-8% -$94.6K 1.14% 15
2022
Q1 		$1.08M Buy
4,505
+158
+4% +$37K 1% 20
2021
Q4 		$998K Buy
+4,347
New +$924K 0.98% 21

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

Basepoint Wealth's CI Position: Q2 2026 in Review

Basepoint Wealth reduced its Cigna (CI) stake by 13% in Q2 2026, selling an estimated $22.6K and leaving 551 shares worth $152K. The position accounts for 0.09% of the portfolio, ranked #125.

Basepoint Wealth first reported a position in CI in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.25M in Q4 2022. 1,700 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Basepoint Wealth held 551 shares of Cigna worth $152K as of Q2 2026.
  • Basepoint Wealth sold 80 Cigna shares in Q2 2026, an estimated $22.6K.
  • Cigna made up 0.09% of Basepoint Wealth's portfolio in Q2 2026, its #125 holding.
  • Basepoint Wealth first reported a position in Cigna in Q4 2021 and has held it in 18 quarters since.
  • Basepoint Wealth's Cigna position peaked at $1.25M in Q4 2022.
  • 1,700 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

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