Guardian Wealth Advisors (North Carolina)’s Cigna CI Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$200K	Sell	751 -363	-33%	-$100K	0.01%	349
2025 Q4	$307K	Sell	1,114 -49	-4%	-$13.7K	0.02%	295
2025 Q3	$335K	Sell	1,163 -33	-3%	-$9.76K	0.02%	271
2025 Q2	$395K	Buy	1,196 +17	+1%	+$5.48K	0.03%	227
2025 Q1	$388K	Buy	1,179 +308	+35%	+$92.8K	0.03%	215
2024 Q4	$241K	Buy	871 +29	+3%	+$9.24K	0.02%	287
2024 Q3	$292K	Sell	842 -30	-3%	-$10.3K	0.03%	217
2024 Q2	$288K	Buy	872 +253	+41%	+$87.2K	0.03%	208
2024 Q1	$225K	Buy	+619	New	+$204K	0.03%	254

Other funds holding CI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Guardian Wealth Advisors (North Carolina)'s CI Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Cigna (CI) stake by 33% in Q1 2026, selling an estimated $100K and leaving 751 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #349.

Guardian Wealth Advisors (North Carolina) first reported a position in CI in Q1 2024 and has held it in 9 quarters since. The position peaked at $395K in Q2 2025. 1,655 funds tracked by Wall St. Rank hold CI as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 751 shares of Cigna worth $200K as of Q1 2026.
Guardian Wealth Advisors (North Carolina) sold 363 Cigna shares in Q1 2026, an estimated $100K.
Cigna made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #349 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Cigna in Q1 2024 and has held it in 9 quarters since.
Guardian Wealth Advisors (North Carolina)'s Cigna position peaked at $395K in Q2 2025.
1,655 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.