Montag & Associates’s Cigna CI Stock Holding History

Montag & 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	$179K	Sell	649 -5	-0.8%	-$1.41K	0.01%	438
2026 Q1	$174K	Sell	654 -36	-5%	-$9.96K	0.01%	444
2025 Q4	$190K	Buy	690 +33	+5%	+$9.25K	0.01%	418
2025 Q3	$189K	Buy	657 +28	+4%	+$8.29K	0.01%	405
2025 Q2	$208K	Sell	629 -86	-12%	-$27.7K	0.01%	397
2025 Q1	$235K	Sell	715 -37	-5%	-$11.1K	0.01%	397
2024 Q4	$208K	Hold	752	–	–	0.01%	418
2024 Q3	$261K	Hold	752	–	–	0.01%	392
2024 Q2	$249K	Hold	752	–	–	0.01%	380
2024 Q1	$273K	Hold	752	–	–	0.01%	378
2023 Q4	$225K	Hold	752	–	–	0.01%	384
2023 Q3	$215K	Hold	752	–	–	0.01%	373
2023 Q2	$211K	Hold	752	–	–	0.01%	387
2023 Q1	$192K	Sell	752 -1	-0.1%	-$291	0.01%	386
2022 Q4	$249K	Buy	753 +1	+0.1%	+$316	0.02%	340
2022 Q3	$209K	Hold	752	–	–	0.01%	347
2022 Q2	$198K	Hold	752	–	–	0.01%	362
2022 Q1	$180K	Hold	752	–	–	0.01%	400
2021 Q4	$173K	Hold	752	–	–	0.01%	405
2021 Q3	$151K	Sell	752 -182	-19%	-$39.6K	0.01%	421
2021 Q2	$221K	Hold	934	–	–	0.01%	374
2021 Q1	$226K	Hold	934	–	–	0.01%	367
2020 Q4	$194K	Buy	+934	New	+$183K	0.01%	369
2018 Q4	–	Sell	-3,843	Closed	-$800K	–	295
2018 Q3	$800K	Buy	+3,843	New	+$712K	0.07%	195

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 $3.37T AUM 44.26% 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

Montag & Associates's CI Position: Q2 2026 in Review

Montag & Associates reduced its Cigna (CI) stake by 0.76% in Q2 2026, selling an estimated $1.41K and leaving 649 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #438.

Montag & Associates first reported a position in CI in Q3 2018 and has held it in 24 quarters since. The position peaked at $800K in Q3 2018. 1,693 funds tracked by Wall St. Rank hold CI as of Q2 2026.

Montag & Associates held 649 shares of Cigna worth $179K as of Q2 2026.
Montag & Associates sold 5 Cigna shares in Q2 2026, an estimated $1.41K.
Cigna made up 0.01% of Montag & Associates's portfolio in Q2 2026, its #438 holding.
Montag & Associates first reported a position in Cigna in Q3 2018 and has held it in 24 quarters since.
Montag & Associates's Cigna position peaked at $800K in Q3 2018.
1,693 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.