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Heritage Financial Services’s Cigna CI Stock Holding History

Heritage Financial Services’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
Q3 		– Sell
-733
Closed -$242K – 137
2025
Q2 		$242K Buy
+733
New +$236K 0.02% 107
2022
Q3 		– Sell
-135
Closed -$35K – 135
2022
Q2 		$35K Buy
+135
New +$34.8K 0.02% 188

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Heritage Financial Services's CI Position: Q3 2025 in Review

Heritage Financial Services sold out of Cigna (CI) in Q3 2025, closing a stake of 733 shares — an estimated $242K sold.

Heritage Financial Services first reported a position in CI in Q2 2022 and held it in 2 quarters. The position peaked at $242K in Q2 2025. 1,613 funds tracked by Wall St. Rank hold CI as of Q3 2025.

  • Heritage Financial Services reported no remaining Cigna position as of Q3 2025 after selling out during the quarter.
  • Heritage Financial Services sold 733 Cigna shares in Q3 2025, an estimated $242K.
  • Heritage Financial Services first reported a position in Cigna in Q2 2022 and held it in 2 quarters.
  • Heritage Financial Services's Cigna position peaked at $242K in Q2 2025.
  • 1,613 funds tracked by Wall St. Rank held Cigna as of Q3 2025.

Based on Heritage Financial Services's 13F filing for Q3 2025, filed 30 Oct 2025.