Congress Wealth Management’s Cigna CI Stock Holding History

Congress 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
2025 Q2	$11.5M	Buy	34,675 +13,535	+64%	+$4.36M	0.11%	220
2025 Q1	$6.95M	Buy	21,140 +1,543	+8%	+$465K	0.08%	272
2024 Q4	$5.41M	Sell	19,597 -10,734	-35%	-$3.42M	0.07%	276
2024 Q3	$10.5M	Buy	30,331 +9,286	+44%	+$3.2M	0.14%	204
2024 Q2	$6.96M	Buy	21,045 +15,645	+290%	+$5.39M	0.11%	215
2024 Q1	$1.96M	Sell	5,400 -667	-11%	-$220K	0.03%	319
2023 Q4	$1.82M	Buy	6,067 +761	+14%	+$222K	0.03%	324
2023 Q3	$1.52M	Buy	5,306 +47	+0.9%	+$13.4K	0.03%	332
2023 Q2	$1.48M	Buy	5,259 +3,757	+250%	+$978K	0.03%	303
2023 Q1	$384K	Sell	1,502 -448	-23%	-$131K	0.01%	449
2022 Q4	$646K	Sell	1,950 -9	-0.5%	-$2.85K	0.02%	382
2022 Q3	$543K	Buy	1,959 +10	+0.5%	+$2.81K	0.01%	392
2022 Q2	$513K	Sell	1,949 -57	-3%	-$14.7K	0.01%	405
2022 Q1	$481K	Buy	2,006 +440	+28%	+$103K	0.01%	449
2021 Q4	$359K	Buy	+1,566	New	+$333K	0.01%	502

Other funds holding CI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return