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Cassaday & Co Wealth Management’s Cigna CI Stock Holding History

Cassaday & Co Wealth Management’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 		$328K Sell
1,190
-24
-2% -$6.78K 0.01% 284
2026
Q1 		$324K Buy
+1,214
New +$336K 0.01% 278

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

Cassaday & Co Wealth Management's CI Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Cigna (CI) stake by 2% in Q2 2026, selling an estimated $6.78K and leaving 1,190 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #284.

Cassaday & Co Wealth Management first reported a position in CI in Q1 2026 and has held it in 2 quarters since. 1,699 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,190 shares of Cigna worth $328K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 24 Cigna shares in Q2 2026, an estimated $6.78K.
  • Cigna made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #284 holding.
  • Cassaday & Co Wealth Management first reported a position in Cigna in Q1 2026 and has held it in 2 quarters since.
  • 1,699 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.