Kaufman Rossin Wealth’s Cigna CI Stock Holding History

Kaufman Rossin Wealth’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 Q2	–	Sell	-616	Closed	-$203K	–	152
2025 Q1	$203K	Buy	+616	New	+$186K	0.14%	138

Other funds holding CI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kaufman Rossin Wealth's CI Position: Q2 2025 in Review

Kaufman Rossin Wealth sold out of Cigna (CI) in Q2 2025, closing a stake of 616 shares — an estimated $203K sold.

Kaufman Rossin Wealth first reported a position in CI in Q1 2025 and held it in 1 quarter. The position peaked at $203K in Q1 2025. 1,733 funds tracked by Wall St. Rank hold CI as of Q2 2025.

Kaufman Rossin Wealth reported no remaining Cigna position as of Q2 2025 after selling out during the quarter.
Kaufman Rossin Wealth sold 616 Cigna shares in Q2 2025, an estimated $203K.
Kaufman Rossin Wealth first reported a position in Cigna in Q1 2025 and held it in 1 quarter.
Kaufman Rossin Wealth's Cigna position peaked at $203K in Q1 2025.
1,733 funds tracked by Wall St. Rank held Cigna as of Q2 2025.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2025, filed 11 Jul 2025.