Charter Oak Capital Management’s Cigna CI Stock Holding History

Charter Oak Capital 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 Q1	$252K	Sell	944 -264	-22%	-$73K	0.02%	177
2025 Q4	$332K	Sell	1,208 -44	-4%	-$12.3K	0.03%	160
2025 Q3	$361K	Buy	1,252 +316	+34%	+$93.5K	0.03%	149
2025 Q2	$309K	Sell	936 -2	-0.2%	-$645	0.03%	160
2025 Q1	$309K	Buy	938 +7	+0.8%	+$2.11K	0.03%	147
2024 Q4	$257K	Buy	931 +55	+6%	+$17.5K	0.02%	161
2024 Q3	$303K	Sell	876 -134	-13%	-$46.1K	0.03%	147
2024 Q2	$334K	Hold	1,010	–	–	0.03%	133
2024 Q1	$367K	Buy	1,010 +229	+29%	+$75.4K	0.04%	130
2023 Q4	$234K	Hold	781	–	–	0.03%	161
2023 Q3	$223K	Buy	781 +14	+2%	+$3.99K	0.03%	165
2023 Q2	$215K	Sell	767 -22	-3%	-$5.73K	0.03%	168
2023 Q1	$202K	Buy	+789	New	+$230K	0.03%	172
2022 Q2	–	Sell	-845	Closed	-$202K	–	929
2022 Q1	$202K	Hold	845	–	–	0.02%	183
2021 Q4	$194K	Hold	845	–	–	0.02%	184
2021 Q3	$169K	Hold	845	–	–	0.02%	189
2021 Q2	$200K	Buy	845 +23	+3%	+$5.75K	0.03%	170
2021 Q1	$199K	Hold	822	–	–	0.03%	168
2020 Q4	$171K	Buy	+822	New	+$161K	0.03%	172

Other funds holding CI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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 Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Charter Oak Capital Management's CI Position: Q1 2026 in Review

Charter Oak Capital Management reduced its Cigna (CI) stake by 22% in Q1 2026, selling an estimated $73K and leaving 944 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #177.

Charter Oak Capital Management first reported a position in CI in Q4 2020 and has held it in 19 quarters since. The position peaked at $367K in Q1 2024. 1,654 funds tracked by Wall St. Rank hold CI as of Q1 2026.

Charter Oak Capital Management held 944 shares of Cigna worth $252K as of Q1 2026.
Charter Oak Capital Management sold 264 Cigna shares in Q1 2026, an estimated $73K.
Cigna made up 0.02% of Charter Oak Capital Management's portfolio in Q1 2026, its #177 holding.
Charter Oak Capital Management first reported a position in Cigna in Q4 2020 and has held it in 19 quarters since.
Charter Oak Capital Management's Cigna position peaked at $367K in Q1 2024.
1,654 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.