OneAscent Wealth Management’s Cigna CI Stock Holding History

OneAscent Wealth Management’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	$277K	Sell	1,039 -11	-1%	-$3.04K	0.09%	124
2025 Q4	$289K	Sell	1,050 -52	-5%	-$14.6K	0.1%	119
2025 Q3	$318K	Buy	1,102 +6	+0.5%	+$1.77K	0.11%	116
2025 Q2	$362K	Buy	1,096 +47	+4%	+$15.2K	0.13%	88
2025 Q1	$345K	Buy	1,049 +53	+5%	+$16K	0.15%	84
2024 Q4	$275K	Sell	996 -38	-4%	-$12.1K	0.11%	124
2024 Q3	$358K	Buy	+1,034	New	+$356K	0.14%	105
2024 Q2	–	Sell	-1,038	Closed	-$377K	–	111
2024 Q1	$377K	Buy	1,038 +370	+55%	+$122K	0.14%	99
2023 Q4	$200K	Sell	668 -145	-18%	-$42.4K	0.08%	170
2023 Q3	$233K	Buy	+813	New	+$232K	0.1%	144
2023 Q2	–	Sell	-990	Closed	-$253K	–	121
2023 Q1	$253K	Sell	990 -135	-12%	-$39.3K	0.1%	148
2022 Q4	$373K	Sell	1,125 -63	-5%	-$19.9K	0.18%	76
2022 Q3	$330K	Buy	1,188 +44	+4%	+$12.4K	0.17%	77
2022 Q2	$301K	Sell	1,144 -74	-6%	-$19.1K	0.15%	114
2022 Q1	$292K	Sell	1,218 -88	-7%	-$20.6K	0.15%	148
2021 Q4	$300K	Buy	+1,306	New	+$278K	0.75%	56
2021 Q1	$1.38M	Buy	+5,715	New	+$1.27M	0.59%	17

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

OneAscent Wealth Management's CI Position: Q1 2026 in Review

OneAscent Wealth Management reduced its Cigna (CI) stake by 1% in Q1 2026, selling an estimated $3.04K and leaving 1,039 shares worth $277K. The position accounts for 0.09% of the portfolio, ranked #124.

OneAscent Wealth Management first reported a position in CI in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.38M in Q1 2021. 1,655 funds tracked by Wall St. Rank hold CI as of Q1 2026.

OneAscent Wealth Management held 1,039 shares of Cigna worth $277K as of Q1 2026.
OneAscent Wealth Management sold 11 Cigna shares in Q1 2026, an estimated $3.04K.
Cigna made up 0.09% of OneAscent Wealth Management's portfolio in Q1 2026, its #124 holding.
OneAscent Wealth Management first reported a position in Cigna in Q1 2021 and has held it in 17 quarters since.
OneAscent Wealth Management's Cigna position peaked at $1.38M in Q1 2021.
1,655 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on OneAscent Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.