Creative Planning’s Cigna CI Stock Holding History

Creative Planning’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
2016 Q1	–	Sell	-14,000	Closed	-$564K	–	4345
2015 Q4	$564K	Hold	14,000	–	–	﹤0.01%	705
2015 Q3	$424K	Buy	+14,000	New	+$2.03M	﹤0.01%	799
2015 Q2	–	Sell	-14,000	Closed	-$371K	–	1418
2015 Q1	$371K	Buy	14,000 +4,000	+40%	+$465K	﹤0.01%	878
2014 Q4	$268K	Hold	10,000	–	–	﹤0.01%	988
2014 Q3	$173K	Hold	10,000	–	–	﹤0.01%	1134
2014 Q2	$185K	Buy	+10,000	New	+$858K	﹤0.01%	1070

Other funds holding CI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Creative Planning's CI Position: Q2 2026 in Review

Creative Planning increased its Cigna (CI) stake by 14% in Q2 2026, buying an estimated $3.75M and bringing the position to 108,989 shares worth $30M. The position accounts for 0.02% of the portfolio, ranked #362.

Creative Planning first reported a position in CI in Q2 2013 and has held it in 53 quarters since. 1,699 funds tracked by Wall St. Rank hold CI as of Q2 2026.

Creative Planning held 108,989 shares of Cigna worth $30M as of Q2 2026.
Creative Planning bought 13,283 Cigna shares in Q2 2026, an estimated $3.75M.
Cigna made up 0.02% of Creative Planning's portfolio in Q2 2026, its #362 holding.
Creative Planning first reported a position in Cigna in Q2 2013 and has held it in 53 quarters since.
1,699 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.