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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
Q2 		$253K Hold
916
– – 0.04% 299
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Holistic Planning's CI Position: Q2 2026 in Review

Holistic Planning held its Cigna (CI) position steady in Q2 2026 at 916 shares worth $253K. The position accounts for 0.04% of the portfolio, ranked #299.

Holistic Planning first reported a position in CI in Q4 2025 and has held it in 3 quarters since. The position peaked at $263K in Q4 2025. 1,698 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Holistic Planning held 916 shares of Cigna worth $253K as of Q2 2026.
  • Holistic Planning left its Cigna share count unchanged in Q2 2026.
  • Cigna made up 0.04% of Holistic Planning's portfolio in Q2 2026, its #299 holding.
  • Holistic Planning first reported a position in Cigna in Q4 2025 and has held it in 3 quarters since.
  • Holistic Planning's Cigna position peaked at $263K in Q4 2025.
  • 1,698 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.