Carr Financial Group’s Cigna CI Stock Holding History

Carr Financial Group’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
2025 Q4	–	Sell	-709	Closed	-$204K	–	189
2025 Q3	$204K	Buy	709 +36	+5%	+$10.7K	0.06%	183
2025 Q2	$222K	Buy	673 +3	+0.4%	+$967	0.07%	175
2025 Q1	$220K	Buy	+670	New	+$202K	0.07%	167
2024 Q4	–	Sell	-1,260	Closed	-$437K	–	189
2024 Q3	$437K	Buy	1,260 +5	+0.4%	+$1.72K	0.13%	119
2024 Q2	$415K	Buy	1,255 +5	+0.4%	+$1.72K	0.13%	119
2024 Q1	$454K	Hold	1,250	–	–	0.15%	110
2023 Q4	$374K	Hold	1,250	–	–	0.14%	112
2023 Q3	$388K	Hold	1,250	–	–	0.15%	102
2023 Q2	$351K	Hold	1,250	–	–	0.14%	119
2023 Q1	$319K	Buy	1,250 +500	+67%	+$146K	0.14%	124
2022 Q4	$249K	Buy	+750	New	+$237K	0.13%	144

Other funds holding CI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Carr Financial Group's CI Position: Q4 2025 in Review

Carr Financial Group sold out of Cigna (CI) in Q4 2025, closing a stake of 709 shares — an estimated $204K sold.

Carr Financial Group first reported a position in CI in Q4 2022 and held it in 11 quarters. The position peaked at $454K in Q1 2024. 1,656 funds tracked by Wall St. Rank hold CI as of Q4 2025.

Carr Financial Group reported no remaining Cigna position as of Q4 2025 after selling out during the quarter.
Carr Financial Group sold 709 Cigna shares in Q4 2025, an estimated $204K.
Carr Financial Group first reported a position in Cigna in Q4 2022 and held it in 11 quarters.
Carr Financial Group's Cigna position peaked at $454K in Q1 2024.
1,656 funds tracked by Wall St. Rank held Cigna as of Q4 2025.

Based on Carr Financial Group's 13F filing for Q4 2025, filed 9 Jan 2026.