MF
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Montis Financial’s Cigna CI Stock Holding History

Montis Financial’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 		– Sell
-788
Closed -$217K – 152
2025
Q4 		$217K Buy
788
+41
+5% +$11.5K 0.04% 147
2025
Q3 		$215K Hold
747
– – 0.05% 149
2025
Q2 		$247K Hold
747
– – 0.07% 120
2025
Q1 		$246K Sell
747
-67
-8% -$20.2K 0.07% 123
2024
Q4 		$225K Buy
+814
New +$259K 0.07% 126

Other funds holding CI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
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
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Montis Financial's CI Position: Q1 2026 in Review

Montis Financial sold out of Cigna (CI) in Q1 2026, closing a stake of 788 shares — an estimated $217K sold.

Montis Financial first reported a position in CI in Q4 2024 and held it in 5 quarters. The position peaked at $247K in Q2 2025. 1,655 funds tracked by Wall St. Rank hold CI as of Q1 2026.

  • Montis Financial reported no remaining Cigna position as of Q1 2026 after selling out during the quarter.
  • Montis Financial sold 788 Cigna shares in Q1 2026, an estimated $217K.
  • Montis Financial first reported a position in Cigna in Q4 2024 and held it in 5 quarters.
  • Montis Financial's Cigna position peaked at $247K in Q2 2025.
  • 1,655 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

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