Dynasty Wealth Management’s Cigna CI Stock Holding History

Dynasty 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 Q3	$420K	Sell	1,544 -76	-5%	-$21.4K	﹤0.01%	258
2026 Q2	$447K	Buy	+1,620	New	+$458K	﹤0.01%	268
2026 Q1	–	Sell	-1,029	Closed	-$283K	–	344
2025 Q4	$283K	Buy	+1,029	New	+$288K	﹤0.01%	295
2025 Q1	–	Sell	-909	Closed	-$251K	–	250
2024 Q4	$251K	Sell	909 -2,879	-76%	-$918K	﹤0.01%	236
2024 Q3	$1.31M	Buy	3,788 +317	+9%	+$109K	0.04%	111
2024 Q2	$1.15M	Buy	3,471 +151	+5%	+$52.1K	0.03%	124
2024 Q1	$1.21M	Buy	+3,320	New	+$1.09M	0.04%	113

Other funds holding CI

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Dynasty Wealth Management's CI Position: Q3 2026 in Review

Dynasty Wealth Management reduced its Cigna (CI) stake by 4.7% in Q3 2026, selling an estimated $21.4K and leaving 1,544 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

Dynasty Wealth Management first reported a position in CI in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.31M in Q3 2024. 1,212 funds tracked by Wall St. Rank hold CI as of Q3 2026.

Dynasty Wealth Management held 1,544 shares of Cigna worth $420K as of Q3 2026.
Dynasty Wealth Management sold 76 Cigna shares in Q3 2026, an estimated $21.4K.
Cigna made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q3 2026, its #258 holding.
Dynasty Wealth Management first reported a position in Cigna in Q1 2024 and has held it in 7 quarters since.
Dynasty Wealth Management's Cigna position peaked at $1.31M in Q3 2024.
1,212 funds tracked by Wall St. Rank held Cigna as of Q3 2026.

Based on Dynasty Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.