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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
Q2 		– Sell
-389
Closed -$104K – 273
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Curio Wealth's CI Position: Q2 2026 in Review

Curio Wealth sold out of Cigna (CI) in Q2 2026, closing a stake of 389 shares — an estimated $104K sold.

Curio Wealth first reported a position in CI in Q4 2024 and held it in 6 quarters. The position peaked at $128K in Q2 2025. 1,705 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Curio Wealth reported no remaining Cigna position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 389 Cigna shares in Q2 2026, an estimated $104K.
  • Curio Wealth first reported a position in Cigna in Q4 2024 and held it in 6 quarters.
  • Curio Wealth's Cigna position peaked at $128K in Q2 2025.
  • 1,705 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.