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 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 $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

Clearstead Trust's CI Position: Q1 2026 in Review

Clearstead Trust increased its Cigna (CI) stake by 343% in Q1 2026, buying an estimated $6.64K and bringing the position to 31 shares worth $8.27K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Clearstead Trust first reported a position in CI in Q2 2019 and has held it in 17 quarters since. The position peaked at $16.7K in Q3 2025. 1,655 funds tracked by Wall St. Rank hold CI as of Q1 2026.

Clearstead Trust held 31 shares of Cigna worth $8.27K as of Q1 2026.
Clearstead Trust bought 24 Cigna shares in Q1 2026, an estimated $6.64K.
Cigna made up ﹤0.01% of Clearstead Trust's portfolio in Q1 2026, its #633 holding.
Clearstead Trust first reported a position in Cigna in Q2 2019 and has held it in 17 quarters since.
Clearstead Trust's Cigna position peaked at $16.7K in Q3 2025.
1,655 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.