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Forum Financial Management’s Cigna CI Stock Holding History

Forum Financial 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 		$206K Buy
+748
New +$211K ﹤0.01% 328
2026
Q1 		– Sell
-5,237
Closed -$1.44M – 457
2025
Q4 		$1.44M Sell
5,237
-16
-0.3% -$4.49K 0.02% 182
2025
Q3 		$1.51M Buy
5,253
+334
+7% +$98.8K 0.02% 167
2025
Q2 		$1.63M Buy
4,919
+367
+8% +$118K 0.02% 152
2025
Q1 		$1.5M Sell
4,552
-100
-2% -$30.1K 0.02% 157
2024
Q4 		$1.28M Buy
4,652
+170
+4% +$54.2K 0.02% 167
2024
Q3 		$1.55M Sell
4,482
-3
-0.1% -$1.03K 0.03% 137
2024
Q2 		$1.48M Buy
4,485
+374
+9% +$129K 0.03% 133
2024
Q1 		$1.49M Buy
4,111
+1
+0% +$329 0.03% 151
2023
Q4 		$1.23M Hold
4,110
– – 0.02% 140
2023
Q3 		$1.18M Sell
4,110
-8
-0.2% -$2.28K 0.03% 140
2023
Q2 		$1.16M Sell
4,118
-54
-1% -$14.1K 0.03% 140
2023
Q1 		$1.07M Buy
4,172
+176
+4% +$51.3K 0.03% 133
2022
Q4 		$1.32M Hold
3,996
– – 0.04% 103
2022
Q3 		$1.11M Hold
3,996
– – 0.05% 102
2022
Q2 		$1.05M Buy
3,996
+378
+10% +$97.4K 0.05% 119
2022
Q1 		$866K Buy
3,618
+323
+10% +$75.6K 0.04% 149
2021
Q4 		$757K Buy
+3,295
New +$700K 0.04% 166

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

Forum Financial Management's CI Position: Q2 2026 in Review

Forum Financial Management opened a new position in Cigna (CI) in Q2 2026: 748 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #328 among its holdings. This is a return to the name: Forum Financial Management previously reported a position in CI as recently as Q4 2025.

Forum Financial Management first reported a position in CI in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.63M in Q2 2025. 1,692 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Forum Financial Management held 748 shares of Cigna worth $206K as of Q2 2026.
  • Cigna was a new Forum Financial Management position in Q2 2026.
  • Cigna made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #328 holding.
  • Forum Financial Management first reported a position in Cigna in Q4 2021 and has held it in 18 quarters since.
  • Forum Financial Management's Cigna position peaked at $1.63M in Q2 2025.
  • 1,692 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.