CWM
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Copia Wealth Management’s Cigna CI Stock Holding History

Copia 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
2026
Q1 		$6.67K Hold
25
– – ﹤0.01% 354
2025
Q4 		$6.88K Hold
25
– – ﹤0.01% 352
2025
Q3 		$7.21K Hold
25
– – 0.01% 340
2025
Q2 		$8.27K Hold
25
– – 0.01% 307
2025
Q1 		$8.22K Hold
25
– – 0.01% 298
2024
Q4 		$6.9K Buy
+25
New +$7.97K 0.01% 295

Other funds holding CI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
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
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Copia Wealth Management's CI Position: Q1 2026 in Review

Copia Wealth Management held its Cigna (CI) position steady in Q1 2026 at 25 shares worth $6.67K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Copia Wealth Management first reported a position in CI in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.27K in Q2 2025. 1,655 funds tracked by Wall St. Rank hold CI as of Q1 2026.

  • Copia Wealth Management held 25 shares of Cigna worth $6.67K as of Q1 2026.
  • Copia Wealth Management left its Cigna share count unchanged in Q1 2026.
  • Cigna made up ﹤0.01% of Copia Wealth Management's portfolio in Q1 2026, its #354 holding.
  • Copia Wealth Management first reported a position in Cigna in Q4 2024 and has held it in 6 quarters since.
  • Copia Wealth Management's Cigna position peaked at $8.27K in Q2 2025.
  • 1,655 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.