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Heritage Wealth Advisors’s Cigna CI Stock Holding History

Heritage Wealth 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 		$85.6K Sell
321
-692
-68% -$191K ﹤0.01% 268
2025
Q4 		$279K Hold
1,013
– – 0.01% 195
2025
Q3 		$292K Hold
1,013
– – 0.01% 174
2025
Q2 		$335K Hold
1,013
– – 0.02% 164
2025
Q1 		$333K Sell
1,013
-100
-9% -$30.1K 0.02% 159
2024
Q4 		$307K Sell
1,113
-150
-12% -$47.8K 0.02% 166
2024
Q3 		$438K Hold
1,263
– – 0.02% 152
2024
Q2 		$418K Hold
1,263
– – 0.02% 150
2024
Q1 		$459K Sell
1,263
-51
-4% -$16.8K 0.02% 149
2023
Q4 		$393K Buy
1,314
+50
+4% +$14.6K 0.02% 162
2023
Q3 		$362K Sell
1,264
-48
-4% -$13.7K 0.02% 153
2023
Q2 		$368K Hold
1,312
– – 0.02% 151
2023
Q1 		$335K Sell
1,312
-100
-7% -$29.1K 0.02% 159
2022
Q4 		$468K Sell
1,412
-5
-0.4% -$1.58K 0.03% 131
2022
Q3 		$393K Hold
1,417
– – 0.03% 140
2022
Q2 		$373K Buy
1,417
+300
+27% +$77.3K 0.03% 144
2022
Q1 		$268K Sell
1,117
-286
-20% -$67K 0.01% 174
2021
Q4 		$322K Sell
1,403
-5
-0.4% -$1.06K 0.02% 159
2021
Q3 		$282K Hold
1,408
– – 0.02% 170
2021
Q2 		$334K Buy
1,408
+40
+3% +$9.99K 0.02% 162
2021
Q1 		$331K Sell
1,368
-30
-2% -$6.69K 0.02% 169
2020
Q4 		$291K Buy
1,398
+366
+35% +$71.8K 0.02% 167
2020
Q3 		$175K Hold
1,032
– – 0.02% 157
2020
Q2 		$194K Hold
1,032
– – 0.03% 143
2020
Q1 		$183K Buy
1,032
+59
+6% +$11.4K 0.03% 138
2019
Q4 		$199K Buy
973
+26
+3% +$4.77K 0.03% 169
2019
Q3 		$143K Buy
947
+560
+145% +$91.1K 0.02% 184
2019
Q2 		$61K Buy
387
+47
+14% +$7.37K 0.01% 230
2019
Q1 		$54.7K Hold
340
– – 0.01% 218
2018
Q4 		$64K Buy
+340
New +$70.9K 0.01% 180

Other funds holding CI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Heritage Wealth Advisors's CI Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Cigna (CI) stake by 68% in Q1 2026, selling an estimated $191K and leaving 321 shares worth $85.6K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Heritage Wealth Advisors first reported a position in CI in Q4 2018 and has held it in 30 quarters since. The position peaked at $468K in Q4 2022. 1,654 funds tracked by Wall St. Rank hold CI as of Q1 2026.

  • Heritage Wealth Advisors held 321 shares of Cigna worth $85.6K as of Q1 2026.
  • Heritage Wealth Advisors sold 692 Cigna shares in Q1 2026, an estimated $191K.
  • Cigna made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #268 holding.
  • Heritage Wealth Advisors first reported a position in Cigna in Q4 2018 and has held it in 30 quarters since.
  • Heritage Wealth Advisors's Cigna position peaked at $468K in Q4 2022.
  • 1,654 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.