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 $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

Creative Planning's CI Position: Q1 2026 in Review

Creative Planning increased its Cigna (CI) stake by 40% in Q1 2026, buying an estimated $7.51M and bringing the position to 95,706 shares worth $25.5M. The position accounts for 0.02% of the portfolio, ranked #353.

Creative Planning first reported a position in CI in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.9M in Q2 2025. 1,654 funds tracked by Wall St. Rank hold CI as of Q1 2026.

Creative Planning held 95,706 shares of Cigna worth $25.5M as of Q1 2026.
Creative Planning bought 27,129 Cigna shares in Q1 2026, an estimated $7.51M.
Cigna made up 0.02% of Creative Planning's portfolio in Q1 2026, its #353 holding.
Creative Planning first reported a position in Cigna in Q2 2013 and has held it in 52 quarters since.
Creative Planning's Cigna position peaked at $25.9M in Q2 2025.
1,654 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.