Curio Wealth’s Cigna CI Stock Holding History

Curio Wealth’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	$104K	Buy	389 +3	+0.8%	+$830	0.04%	98
2025 Q4	$106K	Hold	386	–	–	0.04%	101
2025 Q3	$111K	Hold	386	–	–	0.05%	96
2025 Q2	$128K	Buy	386 +383	+12,767%	+$123K	0.06%	89
2025 Q1	$107K	Sell	3 -404	-99%	-$122K	0.06%	95
2024 Q4	$112K	Buy	+407	New	+$130K	0.06%	88

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

Curio Wealth's CI Position: Q1 2026 in Review

Curio Wealth increased its Cigna (CI) stake by 0.78% in Q1 2026, buying an estimated $830 and bringing the position to 389 shares worth $104K. The position accounts for 0.04% of the portfolio, ranked #98.

Curio Wealth first reported a position in CI in Q4 2024 and has held it in 6 quarters since. The position peaked at $128K in Q2 2025. 1,655 funds tracked by Wall St. Rank hold CI as of Q1 2026.

Curio Wealth held 389 shares of Cigna worth $104K as of Q1 2026.
Curio Wealth bought 3 Cigna shares in Q1 2026, an estimated $830.
Cigna made up 0.04% of Curio Wealth's portfolio in Q1 2026, its #98 holding.
Curio Wealth first reported a position in Cigna in Q4 2024 and has held it in 6 quarters since.
Curio Wealth's Cigna position peaked at $128K in Q2 2025.
1,655 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Curio Wealth's 13F filing for Q1 2026, filed 12 May 2026.