Foundations Investment Advisors’s Cigna CI Stock Holding History

Foundations Investment Advisors’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	$1.07M	Sell	4,014 -5	-0.1%	-$1.38K	0.01%	507
2025 Q4	$1.11M	Buy	4,019 +438	+12%	+$123K	0.01%	487
2025 Q3	$1.03M	Buy	3,581 +1,357	+61%	+$402K	0.02%	459
2025 Q2	$735K	Sell	2,224 -600	-21%	-$193K	0.01%	496
2025 Q1	$929K	Buy	2,824 +578	+26%	+$174K	0.02%	418
2024 Q4	$620K	Sell	2,246 -870	-28%	-$277K	0.01%	500
2024 Q3	$1.08M	Buy	3,116 +1,735	+126%	+$597K	0.02%	354
2024 Q2	$456K	Buy	1,381 +573	+71%	+$198K	0.01%	517
2024 Q1	$293K	Sell	808 -33	-4%	-$10.9K	0.01%	582
2023 Q4	$258K	Buy	841 +54	+7%	+$15.8K	0.01%	588
2023 Q3	$225K	Buy	+787	New	+$224K	0.01%	582
2023 Q1	–	Sell	-681	Closed	-$226K	–	519
2022 Q4	$226K	Buy	+681	New	+$215K	0.01%	391

Other funds holding CI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return