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Holistic Planning’s Cigna CI Stock Holding History

Holistic Planning’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 		$244K Sell
916
-41
-4% -$11.3K 0.05% 265
2025
Q4 		$263K Buy
+957
New +$268K 0.06% 237

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

Holistic Planning's CI Position: Q1 2026 in Review

Holistic Planning reduced its Cigna (CI) stake by 4.3% in Q1 2026, selling an estimated $11.3K and leaving 916 shares worth $244K. The position accounts for 0.05% of the portfolio, ranked #265.

Holistic Planning first reported a position in CI in Q4 2025 and has held it in 2 quarters since. The position peaked at $263K in Q4 2025. 1,654 funds tracked by Wall St. Rank hold CI as of Q1 2026.

  • Holistic Planning held 916 shares of Cigna worth $244K as of Q1 2026.
  • Holistic Planning sold 41 Cigna shares in Q1 2026, an estimated $11.3K.
  • Cigna made up 0.05% of Holistic Planning's portfolio in Q1 2026, its #265 holding.
  • Holistic Planning first reported a position in Cigna in Q4 2025 and has held it in 2 quarters since.
  • Holistic Planning's Cigna position peaked at $263K in Q4 2025.
  • 1,654 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.