Clifford Swan Investment Counsel’s Cigna CI Stock Holding History

Clifford Swan Investment Counsel’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	$226K	Buy	+848	New	+$235K	0.01%	312
2025 Q3	–	Sell	-648	Closed	-$214K	–	325
2025 Q2	$214K	Hold	648	–	–	0.01%	302
2025 Q1	$213K	Buy	+648	New	+$195K	0.01%	299
2024 Q4	–	Sell	-679	Closed	-$235K	–	308
2024 Q3	$235K	Buy	679 +9	+1%	+$3.1K	0.01%	292
2024 Q2	$221K	Sell	670 -15	-2%	-$5.17K	0.01%	290
2024 Q1	$249K	Hold	685	–	–	0.01%	282
2023 Q4	$205K	Buy	+685	New	+$200K	0.01%	295
2023 Q1	–	Sell	-1,038	Closed	-$344K	–	296
2022 Q4	$344K	Buy	1,038 +68	+7%	+$21.5K	0.02%	242
2022 Q3	$269K	Hold	970	–	–	0.01%	268
2022 Q2	$256K	Buy	970 +122	+14%	+$31.4K	0.01%	283
2022 Q1	$203K	Buy	+848	New	+$199K	0.01%	318
2021 Q2	–	Sell	-848	Closed	-$205K	–	326
2021 Q1	$205K	Buy	+848	New	+$189K	0.01%	313
2019 Q1	–	Sell	-1,471	Closed	-$279K	–	308
2018 Q4	$279K	Buy	+1,471	New	+$307K	0.02%	251

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

Clifford Swan Investment Counsel's CI Position: Q1 2026 in Review

Clifford Swan Investment Counsel opened a new position in Cigna (CI) in Q1 2026: 848 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #312 among its holdings. This is a return to the name: Clifford Swan Investment Counsel previously reported a position in CI as recently as Q2 2025.

Clifford Swan Investment Counsel first reported a position in CI in Q4 2018 and has held it in 13 quarters since. The position peaked at $344K in Q4 2022. 1,656 funds tracked by Wall St. Rank hold CI as of Q1 2026.

Clifford Swan Investment Counsel held 848 shares of Cigna worth $226K as of Q1 2026.
Cigna was a new Clifford Swan Investment Counsel position in Q1 2026.
Cigna made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #312 holding.
Clifford Swan Investment Counsel first reported a position in Cigna in Q4 2018 and has held it in 13 quarters since.
Clifford Swan Investment Counsel's Cigna position peaked at $344K in Q4 2022.
1,656 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.