Clearstead Trust’s Cigna CI Stock Holding History

Clearstead Trust’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	$14.3K	Buy	52 +21	+68%	+$5.93K	﹤0.01%	540
2026 Q1	$8.27K	Buy	31 +24	+343%	+$6.64K	﹤0.01%	633
2025 Q4	$1.93K	Sell	7 -51	-88%	-$14.3K	﹤0.01%	902
2025 Q3	$16.7K	Buy	58 +22	+61%	+$6.51K	﹤0.01%	480
2025 Q2	$11.9K	Buy	36 +7	+24%	+$2.26K	﹤0.01%	549
2025 Q1	$9.54K	Buy	+29	New	+$8.74K	﹤0.01%	477
2022 Q3	–	Sell	-54	Closed	-$14K	–	372
2022 Q2	$14K	Hold	54	–	–	0.01%	141
2022 Q1	$13K	Hold	54	–	–	0.01%	150
2021 Q4	$12K	Hold	54	–	–	0.01%	159
2021 Q3	$11K	Hold	54	–	–	0.01%	164
2021 Q2	$13K	Buy	+54	New	+$13.5K	0.01%	144
2021 Q1	–	Sell	-54	Closed	-$11K	–	115
2020 Q4	$11K	Hold	54	–	–	0.01%	152
2020 Q3	$9K	Sell	54 -21	-28%	-$3.7K	0.01%	138
2020 Q2	$14K	Hold	75	–	–	0.01%	135
2020 Q1	$13K	Hold	75	–	–	0.01%	150
2019 Q4	$15K	Hold	75	–	–	0.01%	154
2019 Q3	$11K	Hold	75	–	–	0.01%	162
2019 Q2	$12K	Buy	+75	New	+$11.8K	0.01%	157

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

Clearstead Trust's CI Position: Q2 2026 in Review

Clearstead Trust increased its Cigna (CI) stake by 68% in Q2 2026, buying an estimated $5.93K and bringing the position to 52 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Clearstead Trust first reported a position in CI in Q2 2019 and has held it in 18 quarters since. The position peaked at $16.7K in Q3 2025. 1,702 funds tracked by Wall St. Rank hold CI as of Q2 2026.

Clearstead Trust held 52 shares of Cigna worth $14.3K as of Q2 2026.
Clearstead Trust bought 21 Cigna shares in Q2 2026, an estimated $5.93K.
Cigna made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #540 holding.
Clearstead Trust first reported a position in Cigna in Q2 2019 and has held it in 18 quarters since.
Clearstead Trust's Cigna position peaked at $16.7K in Q3 2025.
1,702 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.