Goldstein Advisors
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Goldstein Advisors’s Cigna CI Stock Holding History

Goldstein 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
Q3 		$483K Buy
1,779
+16
+0.9% +$4.51K 0.04% 129
2026
Q2 		$486K Buy
1,763
+297
+20% +$83.9K 0.04% 131
2026
Q1 		$391K Buy
1,466
+191
+15% +$52.8K 0.04% 122
2025
Q4 		$351K Buy
1,275
+159
+14% +$44.6K 0.04% 132
2025
Q3 		$322K Buy
1,116
+95
+9% +$28.1K 0.04% 133
2025
Q2 		$337K Sell
1,021
-70
-6% -$22.6K 0.05% 121
2025
Q1 		$359K Buy
1,091
+8
+0.7% +$2.41K 0.05% 121
2024
Q4 		$299K Buy
1,083
+220
+25% +$70.1K 0.04% 137
2024
Q3 		$299K Buy
863
+30
+4% +$10.3K 0.05% 128
2024
Q2 		$275K Buy
833
+51
+7% +$17.6K 0.05% 125
2024
Q1 		$284K Sell
782
-159
-17% -$52.3K 0.05% 120
2023
Q4 		$282K Sell
941
-68
-7% -$19.9K 0.05% 144
2023
Q3 		$289K Buy
1,009
+71
+8% +$20.2K 0.06% 108
2023
Q2 		$263K Buy
938
+84
+10% +$21.9K 0.06% 113
2023
Q1 		$218K Buy
+854
New +$249K 0.05% 129

Other funds holding CI

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $46.6B AUM 32.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Goldstein Advisors's CI Position: Q3 2026 in Review

Goldstein Advisors increased its Cigna (CI) stake by 0.91% in Q3 2026, buying an estimated $4.51K and bringing the position to 1,779 shares worth $483K. The position accounts for 0.04% of the portfolio, ranked #129.

Goldstein Advisors first reported a position in CI in Q1 2023 and has held it in 15 quarters since. The position peaked at $486K in Q2 2026. 1,258 funds tracked by Wall St. Rank hold CI as of Q3 2026.

  • Goldstein Advisors held 1,779 shares of Cigna worth $483K as of Q3 2026.
  • Goldstein Advisors bought 16 Cigna shares in Q3 2026, an estimated $4.51K.
  • Cigna made up 0.04% of Goldstein Advisors's portfolio in Q3 2026, its #129 holding.
  • Goldstein Advisors first reported a position in Cigna in Q1 2023 and has held it in 15 quarters since.
  • Goldstein Advisors's Cigna position peaked at $486K in Q2 2026.
  • 1,258 funds tracked by Wall St. Rank held Cigna as of Q3 2026.

Based on Goldstein Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.