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Eads & Heald Wealth Management’s Cigna CI Stock Holding History

Eads & Heald 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
Q2 		$1.09M Sell
3,940
-355
-8% -$100K 0.53% 72
2026
Q1 		$1.15M Sell
4,295
-37
-0.9% -$10.2K 0.57% 73
2025
Q4 		$1.19M Sell
4,332
-424
-9% -$119K 0.58% 72
2025
Q3 		$1.37M Buy
4,756
+2,287
+93% +$677K 0.65% 65
2025
Q2 		$816K Buy
2,469
+78
+3% +$25.1K 0.4% 95
2025
Q1 		$787K Sell
2,391
-81
-3% -$24.4K 0.4% 97
2024
Q4 		$683K Sell
2,472
-55
-2% -$17.5K 0.34% 100
2024
Q3 		$875K Sell
2,527
-68
-3% -$23.4K 0.41% 93
2024
Q2 		$858K Buy
2,595
+191
+8% +$65.9K 0.41% 91
2024
Q1 		$873K Buy
2,404
+237
+11% +$78K 0.41% 94
2023
Q4 		$649K Buy
2,167
+44
+2% +$12.9K 0.31% 103
2023
Q3 		$607K Buy
2,123
+35
+2% +$9.98K 0.32% 102
2023
Q2 		$586K Buy
2,088
+670
+47% +$174K 0.29% 104
2023
Q1 		$362K Buy
1,418
+126
+10% +$36.7K 0.18% 121
2022
Q4 		$428K Buy
1,292
+38
+3% +$12K 0.22% 117
2022
Q3 		$348K Sell
1,254
-7
-0.6% -$1.97K 0.2% 119
2022
Q2 		$332K Buy
1,261
+66
+6% +$17K 0.18% 122
2022
Q1 		$286K Sell
1,195
-6
-0.5% -$1.41K 0.13% 130
2021
Q4 		$276K Sell
1,201
-157
-12% -$33.4K 0.12% 134
2021
Q3 		$272K Hold
1,358
– – 0.13% 130
2021
Q2 		$322K Sell
1,358
-2
-0.1% -$500 0.16% 122
2021
Q1 		$329K Buy
1,360
+37
+3% +$8.25K 0.17% 122
2020
Q4 		$275K Buy
1,323
+95
+8% +$18.6K 0.15% 119
2020
Q3 		$208K Sell
1,228
-88
-7% -$15.5K 0.12% 123
2020
Q2 		$247K Buy
1,316
+60
+5% +$11.4K 0.15% 116
2020
Q1 		$223K Sell
1,256
-5
-0.4% -$970 0.16% 117
2019
Q4 		$258K Buy
+1,261
New +$231K 0.14% 123
2019
Q2 		– Sell
-1,248
Closed -$201K – 127
2019
Q1 		$201K Sell
1,248
-2,224
-64% -$406K 0.12% 126
2018
Q4 		$659K Buy
+3,472
New +$724K 0.44% 90

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 $3.37T AUM 44.26% 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

Eads & Heald Wealth Management's CI Position: Q2 2026 in Review

Eads & Heald Wealth Management reduced its Cigna (CI) stake by 8.3% in Q2 2026, selling an estimated $100K and leaving 3,940 shares worth $1.09M. The position accounts for 0.53% of the portfolio, ranked #72.

Eads & Heald Wealth Management first reported a position in CI in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.37M in Q3 2025. 1,699 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Eads & Heald Wealth Management held 3,940 shares of Cigna worth $1.09M as of Q2 2026.
  • Eads & Heald Wealth Management sold 355 Cigna shares in Q2 2026, an estimated $100K.
  • Cigna made up 0.53% of Eads & Heald Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Eads & Heald Wealth Management first reported a position in Cigna in Q4 2018 and has held it in 29 quarters since.
  • Eads & Heald Wealth Management's Cigna position peaked at $1.37M in Q3 2025.
  • 1,699 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.