DWM
CI icon

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
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

BlackRock
BlackRock New York $5.72T 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

Dynasty Wealth Management's CI Position: Q1 2026 in Review

Dynasty Wealth Management sold out of Cigna (CI) in Q1 2026, closing a stake of 1,029 shares — an estimated $283K sold.

Dynasty Wealth Management first reported a position in CI in Q1 2024 and held it in 5 quarters. The position peaked at $1.31M in Q3 2024. 1,654 funds tracked by Wall St. Rank hold CI as of Q1 2026.

  • Dynasty Wealth Management reported no remaining Cigna position as of Q1 2026 after selling out during the quarter.
  • Dynasty Wealth Management sold 1,029 Cigna shares in Q1 2026, an estimated $283K.
  • Dynasty Wealth Management first reported a position in Cigna in Q1 2024 and held it in 5 quarters.
  • Dynasty Wealth Management's Cigna position peaked at $1.31M in Q3 2024.
  • 1,654 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.