Grunden Financial Advisory’s Cigna CI Stock Holding History

Grunden Financial Advisory’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 Q4	$236K	Buy	856 +5	+0.6%	+$1.4K	0.09%	29
2025 Q3	$245K	Buy	851 +4	+0.5%	+$1.18K	0.1%	30
2025 Q2	$280K	Buy	847 +4	+0.5%	+$1.29K	0.12%	25
2025 Q1	$277K	Buy	843 +4	+0.5%	+$1.21K	0.13%	20
2024 Q4	$232K	Buy	839 +5	+0.6%	+$1.59K	0.11%	24
2024 Q3	$289K	Buy	834 +3	+0.4%	+$1.03K	0.14%	20
2024 Q2	$275K	Buy	831 +3	+0.4%	+$1.03K	0.14%	20
2024 Q1	$301K	Buy	828 +4	+0.5%	+$1.32K	0.16%	20
2023 Q4	$247K	Buy	+824	New	+$241K	0.14%	22

Other funds holding CI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Grunden Financial Advisory's CI Position: Q4 2025 in Review

Grunden Financial Advisory increased its Cigna (CI) stake by 0.59% in Q4 2025, buying an estimated $1.4K and bringing the position to 856 shares worth $236K. The position accounts for 0.09% of the portfolio, ranked #29.

Grunden Financial Advisory first reported a position in CI in Q4 2023 and has held it in 9 quarters since. The position peaked at $301K in Q1 2024. 1,656 funds tracked by Wall St. Rank hold CI as of Q4 2025.

Grunden Financial Advisory held 856 shares of Cigna worth $236K as of Q4 2025.
Grunden Financial Advisory bought 5 Cigna shares in Q4 2025, an estimated $1.4K.
Cigna made up 0.09% of Grunden Financial Advisory's portfolio in Q4 2025, its #29 holding.
Grunden Financial Advisory first reported a position in Cigna in Q4 2023 and has held it in 9 quarters since.
Grunden Financial Advisory's Cigna position peaked at $301K in Q1 2024.
1,656 funds tracked by Wall St. Rank held Cigna as of Q4 2025.

Based on Grunden Financial Advisory's 13F filing for Q4 2025, filed 27 Jan 2026.