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Fortem Financial Group’s Cigna CI Stock Holding History

Fortem Financial Group’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
2025
Q2 		– Sell
-1,942
Closed -$639K – 176
2025
Q1 		$639K Sell
1,942
-926
-32% -$279K 0.25% 105
2024
Q4 		$792K Buy
2,868
+101
+4% +$32.2K 0.31% 90
2024
Q3 		$959K Sell
2,767
-100
-3% -$34.4K 0.39% 81
2024
Q2 		$948K Buy
2,867
+46
+2% +$15.9K 0.41% 81
2024
Q1 		$1.02M Buy
2,821
+229
+9% +$75.4K 0.45% 75
2023
Q4 		$776K Buy
2,592
+370
+17% +$108K 0.39% 84
2023
Q3 		$636K Buy
2,222
+546
+33% +$156K 0.37% 86
2023
Q2 		$470K Buy
+1,676
New +$436K 0.28% 100

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fortem Financial Group's CI Position: Q2 2025 in Review

Fortem Financial Group sold out of Cigna (CI) in Q2 2025, closing a stake of 1,942 shares — an estimated $639K sold.

Fortem Financial Group first reported a position in CI in Q2 2023 and held it in 8 quarters. The position peaked at $1.02M in Q1 2024. 1,737 funds tracked by Wall St. Rank hold CI as of Q2 2025.

  • Fortem Financial Group reported no remaining Cigna position as of Q2 2025 after selling out during the quarter.
  • Fortem Financial Group sold 1,942 Cigna shares in Q2 2025, an estimated $639K.
  • Fortem Financial Group first reported a position in Cigna in Q2 2023 and held it in 8 quarters.
  • Fortem Financial Group's Cigna position peaked at $1.02M in Q1 2024.
  • 1,737 funds tracked by Wall St. Rank held Cigna as of Q2 2025.

Based on Fortem Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.