Kerr Financial Planning’s Cigna CI Stock Holding History

Kerr Financial 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
2025 Q4	–	Sell	-40	Closed	-$11.1K	–	520
2025 Q3	$11.1K	Buy	+40	New	+$11.8K	0.02%	343

Other funds holding CI

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

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

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

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Kerr Financial Planning's CI Position: Q4 2025 in Review

Kerr Financial Planning sold out of Cigna (CI) in Q4 2025, closing a stake of 40 shares — an estimated $11.1K sold.

Kerr Financial Planning first reported a position in CI in Q3 2025 and held it in 1 quarter. The position peaked at $11.1K in Q3 2025. 1,659 funds tracked by Wall St. Rank hold CI as of Q4 2025.

Kerr Financial Planning reported no remaining Cigna position as of Q4 2025 after selling out during the quarter.
Kerr Financial Planning sold 40 Cigna shares in Q4 2025, an estimated $11.1K.
Kerr Financial Planning first reported a position in Cigna in Q3 2025 and held it in 1 quarter.
Kerr Financial Planning's Cigna position peaked at $11.1K in Q3 2025.
1,659 funds tracked by Wall St. Rank held Cigna as of Q4 2025.

Based on Kerr Financial Planning's 13F filing for Q4 2025, filed 10 Feb 2026.