Mark Sheptoff Financial Planning’s Cigna CI Stock Holding History

Mark Sheptoff 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
2026 Q1	$3.86K	Hold	14	–	–	﹤0.01%	460
2025 Q4	$3.85K	Hold	14	–	–	﹤0.01%	454
2025 Q3	$4.04K	Sell	14 -8	-36%	-$2.37K	﹤0.01%	427
2025 Q2	$7.27K	Buy	22 +8	+57%	+$2.58K	﹤0.01%	366
2025 Q1	$4.61K	Hold	14	–	–	﹤0.01%	380
2024 Q4	$3.87K	Hold	14	–	–	﹤0.01%	383
2024 Q3	$4.85K	Hold	14	–	–	﹤0.01%	364
2024 Q2	$4.63K	Hold	14	–	–	﹤0.01%	366
2024 Q1	$5.08K	Hold	14	–	–	﹤0.01%	330
2023 Q4	$4.19K	Hold	14	–	–	﹤0.01%	336
2023 Q3	$4K	Sell	14 -13	-48%	-$3.71K	﹤0.01%	313
2023 Q2	$7.58K	Buy	27 +5	+23%	+$1.3K	﹤0.01%	290
2023 Q1	$5.62K	Buy	22 +13	+144%	+$3.79K	﹤0.01%	302
2022 Q4	$2.98K	Hold	9	–	–	﹤0.01%	333
2022 Q3	$2K	Hold	9	–	–	﹤0.01%	323
2022 Q2	$2K	Hold	9	–	–	﹤0.01%	334
2022 Q1	$2K	Hold	9	–	–	﹤0.01%	377
2021 Q4	$2K	Buy	+9	New	+$1.91K	﹤0.01%	405
2020 Q2	–	Sell	-100	Closed	-$18K	–	357
2020 Q1	$18K	Hold	100	–	–	0.01%	185
2019 Q4	$20K	Buy	+100	New	+$18.3K	0.01%	214
2016 Q2	–	Sell	-29	Closed	-$4K	–	350
2016 Q1	$4K	Hold	29	–	–	﹤0.01%	290
2015 Q4	$4K	Hold	29	–	–	﹤0.01%	309
2015 Q3	$4K	Buy	+29	New	+$4.21K	﹤0.01%	298

Other funds holding CI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

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 Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Mark Sheptoff Financial Planning's CI Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Cigna (CI) position steady in Q1 2026 at 14 shares worth $3.86K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Mark Sheptoff Financial Planning first reported a position in CI in Q3 2015 and has held it in 23 quarters since. The position peaked at $20K in Q4 2019. 1,655 funds tracked by Wall St. Rank hold CI as of Q1 2026.

Mark Sheptoff Financial Planning held 14 shares of Cigna worth $3.86K as of Q1 2026.
Mark Sheptoff Financial Planning left its Cigna share count unchanged in Q1 2026.
Cigna made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #460 holding.
Mark Sheptoff Financial Planning first reported a position in Cigna in Q3 2015 and has held it in 23 quarters since.
Mark Sheptoff Financial Planning's Cigna position peaked at $20K in Q4 2019.
1,655 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.