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Diversify Wealth Management’s Cigna CI Stock Holding History

Diversify 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 		$1.16M Buy
3,961
+1,855
+88% +$513K 0.02% 557
2025
Q4 		$572K Buy
2,106
+69
+3% +$19.3K 0.03% 410
2025
Q3 		$527K Sell
2,037
-28
-1% -$8.29K 0.03% 371
2025
Q2 		$579K Buy
2,065
+54
+3% +$17.4K 0.04% 349
2025
Q1 		$678K Sell
2,011
-266
-12% -$80.1K 0.05% 298
2024
Q4 		$635K Sell
2,277
-71
-3% -$22.6K 0.05% 306
2024
Q3 		$746K Sell
2,348
-176
-7% -$60.6K 0.07% 232
2024
Q2 		$822K Buy
+2,524
New +$870K 0.1% 186

Other funds holding CI

BlackRock
BlackRock New York $5.7T 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