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Cherry Tree Wealth Management’s Cigna CI Stock Holding History

Cherry Tree 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
Q1 		$35.2K Hold
132
– – 0.01% 304
2025
Q4 		$36.3K Buy
132
+17
+15% +$4.77K 0.01% 302
2025
Q3 		$33.1K Hold
115
– – 0.01% 289
2025
Q2 		$38K Sell
115
-3
-3% -$967 0.01% 277
2025
Q1 		$38.8K Hold
118
– – 0.01% 275
2024
Q4 		$32.6K Buy
118
+3
+3% +$956 0.01% 287
2024
Q3 		$39.8K Hold
115
– – 0.01% 274
2024
Q2 		$38K Hold
115
– – 0.01% 278
2024
Q1 		$41.8K Hold
115
– – 0.01% 263
2023
Q4 		$34.4K Hold
115
– – 0.01% 266
2023
Q3 		$32.9K Buy
115
+45
+64% +$12.8K 0.01% 253
2023
Q2 		$19.6K Buy
+70
New +$18.2K 0.01% 292

Other funds holding CI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
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
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Cherry Tree Wealth Management's CI Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Cigna (CI) position steady in Q1 2026 at 132 shares worth $35.2K. The position accounts for 0.01% of the portfolio, ranked #304.

Cherry Tree Wealth Management first reported a position in CI in Q2 2023 and has held it in 12 quarters since. The position peaked at $41.8K in Q1 2024. 1,655 funds tracked by Wall St. Rank hold CI as of Q1 2026.

  • Cherry Tree Wealth Management held 132 shares of Cigna worth $35.2K as of Q1 2026.
  • Cherry Tree Wealth Management left its Cigna share count unchanged in Q1 2026.
  • Cigna made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #304 holding.
  • Cherry Tree Wealth Management first reported a position in Cigna in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Cigna position peaked at $41.8K in Q1 2024.
  • 1,655 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.