Capital Square’s Cigna CI Stock Holding History

Capital Square’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	$326K	Sell	1,111 -1,329	-54%	-$375K	0.14%	155
2026 Q1	$673K	Sell	2,440 -261	-10%	-$72.2K	0.31%	83
2025 Q4	$743K	Buy	2,701 +1,575	+140%	+$442K	0.38%	73
2025 Q3	$325K	Hold	1,126	–	–	0.17%	130
2025 Q2	$341K	Sell	1,126 -113	-9%	-$36.4K	0.18%	126
2025 Q1	$408K	Buy	1,239 +105	+9%	+$31.6K	0.24%	106
2024 Q4	$333K	Sell	1,134 -5	-0.4%	-$1.59K	0.19%	126
2024 Q3	$395K	Buy	1,139 +29	+3%	+$9.98K	0.24%	109
2024 Q2	$373K	Hold	1,110	–	–	0.24%	103
2024 Q1	$403K	Hold	1,110	–	–	0.28%	91
2023 Q4	$332K	Hold	1,110	–	–	0.38%	72
2023 Q3	$346K	Buy	1,110 +110	+11%	+$31.4K	0.47%	61
2023 Q2	$281K	Hold	1,000	–	–	0.26%	100
2023 Q1	$265K	Hold	1,000	–	–	0.25%	106
2022 Q4	$331K	Hold	1,000	–	–	0.3%	94
2022 Q3	$277K	Hold	1,000	–	–	0.25%	98
2022 Q2	$263K	Hold	1,000	–	–	0.22%	102
2022 Q1	$239K	Hold	1,000	–	–	0.17%	127
2021 Q4	$236K	Hold	1,000	–	–	0.16%	133
2021 Q3	$202K	Hold	1,000	–	–	0.14%	143
2021 Q2	$233K	Buy	+1,000	New	+$250K	0.17%	130

Other funds holding CI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Capital Square's CI Position: Q2 2026 in Review

Capital Square reduced its Cigna (CI) stake by 54% in Q2 2026, selling an estimated $375K and leaving 1,111 shares worth $326K. The position accounts for 0.14% of the portfolio, ranked #155.

Capital Square first reported a position in CI in Q2 2021 and has held it in 21 quarters since. The position peaked at $743K in Q4 2025. 1,700 funds tracked by Wall St. Rank hold CI as of Q2 2026.

Capital Square held 1,111 shares of Cigna worth $326K as of Q2 2026.
Capital Square sold 1,329 Cigna shares in Q2 2026, an estimated $375K.
Cigna made up 0.14% of Capital Square's portfolio in Q2 2026, its #155 holding.
Capital Square first reported a position in Cigna in Q2 2021 and has held it in 21 quarters since.
Capital Square's Cigna position peaked at $743K in Q4 2025.
1,700 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Capital Square's 13F filing for Q2 2026, filed 13 Aug 2026.