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Concord Wealth Partners’s Cigna CI Stock Holding History

Concord Wealth Partners’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 		$158K Buy
+571
New +$161K 0.02% 242
2026
Q1 		– Sell
-2,229
Closed -$613K – 296
2025
Q4 		$613K Buy
2,229
+16
+0.7% +$4.49K 0.08% 141
2025
Q3 		$638K Buy
2,213
+106
+5% +$31.4K 0.09% 142
2025
Q2 		$696K Sell
2,107
-70
-3% -$22.6K 0.1% 139
2025
Q1 		$716K Buy
2,177
+28
+1% +$8.44K 0.12% 134
2024
Q4 		$593K Buy
2,149
+332
+18% +$106K 0.1% 133
2024
Q3 		$629K Buy
1,817
+162
+10% +$55.8K 0.11% 123
2024
Q2 		$547K Sell
1,655
-194
-10% -$66.9K 0.1% 132
2024
Q1 		$671K Buy
1,849
+359
+24% +$118K 0.12% 123
2023
Q4 		$446K Buy
1,490
+414
+38% +$121K 0.09% 138
2023
Q3 		$308K Buy
1,076
+45
+4% +$12.8K 0.07% 152
2023
Q2 		$289K Buy
1,031
+17
+2% +$4.43K 0.06% 157
2023
Q1 		$259K Sell
1,014
-197
-16% -$57.4K 0.07% 133
2022
Q4 		$401K Sell
1,211
-147
-11% -$46.5K 0.12% 105
2022
Q3 		$377K Buy
1,358
+14
+1% +$3.94K 0.12% 111
2022
Q2 		$354K Buy
1,344
+63
+5% +$16.2K 0.1% 125
2022
Q1 		$307K Buy
1,281
+14
+1% +$3.28K 0.08% 133
2021
Q4 		$291K Buy
1,267
+788
+165% +$167K 0.07% 144
2021
Q3 		$96K Sell
479
-136
-22% -$29.6K 0.04% 139
2021
Q2 		$146K Sell
615
-108
-15% -$27K 0.04% 176
2021
Q1 		$175K Sell
723
-35
-5% -$7.8K 0.06% 142
2020
Q4 		$158K Buy
+758
New +$149K 0.12% 87

Other funds holding CI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Concord Wealth Partners's CI Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Cigna (CI) in Q2 2026: 571 shares worth $158K. The stake represents 0.02% of the portfolio and ranks #242 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in CI as recently as Q4 2025.

Concord Wealth Partners first reported a position in CI in Q4 2020 and has held it in 22 quarters since. The position peaked at $716K in Q1 2025. 1,692 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Concord Wealth Partners held 571 shares of Cigna worth $158K as of Q2 2026.
  • Cigna was a new Concord Wealth Partners position in Q2 2026.
  • Cigna made up 0.02% of Concord Wealth Partners's portfolio in Q2 2026, its #242 holding.
  • Concord Wealth Partners first reported a position in Cigna in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's Cigna position peaked at $716K in Q1 2025.
  • 1,692 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.