OF
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Optimize Financial’s Cigna CI Stock Holding History

Optimize 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 		$435K Buy
1,631
+220
+16% +$60.9K 0.21% 164
2025
Q4 		$388K Buy
1,411
+20
+1% +$5.61K 0.2% 217
2025
Q3 		$401K Buy
+1,391
New +$412K 0.21% 213

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

Optimize Financial's CI Position: Q1 2026 in Review

Optimize Financial increased its Cigna (CI) stake by 16% in Q1 2026, buying an estimated $60.9K and bringing the position to 1,631 shares worth $435K. The position accounts for 0.21% of the portfolio, ranked #164.

Optimize Financial first reported a position in CI in Q3 2025 and has held it in 3 quarters since. 1,654 funds tracked by Wall St. Rank hold CI as of Q1 2026.

  • Optimize Financial held 1,631 shares of Cigna worth $435K as of Q1 2026.
  • Optimize Financial bought 220 Cigna shares in Q1 2026, an estimated $60.9K.
  • Cigna made up 0.21% of Optimize Financial's portfolio in Q1 2026, its #164 holding.
  • Optimize Financial first reported a position in Cigna in Q3 2025 and has held it in 3 quarters since.
  • 1,654 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.