Joseph P. Lucia & Associates’s Cigna CI Stock Holding History

Joseph P. Lucia & Associates’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	–	Sell	-750	Closed	-$200K	–	189
2026 Q1	$200K	Sell	750 -274	-27%	-$75.8K	0.07%	166
2025 Q4	$282K	Buy	+1,024	New	+$287K	0.1%	137
2022 Q3	–	Sell	-12	Closed	-$3K	–	155
2022 Q2	$3K	Hold	12	–	–	﹤0.01%	369
2022 Q1	$3K	Buy	+12	New	+$2.81K	﹤0.01%	376
2021 Q4	–	Sell	-17	Closed	-$3K	–	198
2021 Q3	$3K	Hold	17	–	–	﹤0.01%	478
2021 Q2	$4K	Hold	17	–	–	﹤0.01%	454
2021 Q1	$4K	Hold	17	–	–	﹤0.01%	434
2020 Q4	$4K	Buy	+17	New	+$3.33K	﹤0.01%	397
2020 Q3	–	Sell	-17	Closed	-$3K	–	142
2020 Q2	$3K	Hold	17	–	–	﹤0.01%	403
2020 Q1	$3K	Hold	17	–	–	﹤0.01%	366
2019 Q4	$3K	Hold	17	–	–	﹤0.01%	387
2019 Q3	$3K	Hold	17	–	–	﹤0.01%	387
2019 Q2	$3K	Buy	17 +12	+240%	+$1.88K	﹤0.01%	385
2019 Q1	$837	Buy	+5	New	+$913	﹤0.01%	324

Other funds holding CI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Joseph P. Lucia & Associates's CI Position: Q2 2026 in Review

Joseph P. Lucia & Associates sold out of Cigna (CI) in Q2 2026, closing a stake of 750 shares — an estimated $200K sold.

Joseph P. Lucia & Associates first reported a position in CI in Q1 2019 and held it in 14 quarters. The position peaked at $282K in Q4 2025. 1,705 funds tracked by Wall St. Rank hold CI as of Q2 2026.

Joseph P. Lucia & Associates reported no remaining Cigna position as of Q2 2026 after selling out during the quarter.
Joseph P. Lucia & Associates sold 750 Cigna shares in Q2 2026, an estimated $200K.
Joseph P. Lucia & Associates first reported a position in Cigna in Q1 2019 and held it in 14 quarters.
Joseph P. Lucia & Associates's Cigna position peaked at $282K in Q4 2025.
1,705 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.