OF
CI icon

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
Q2 		$448K Sell
1,626
-5
-0.3% -$1.41K 0.16% 183
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Optimize Financial's CI Position: Q2 2026 in Review

Optimize Financial reduced its Cigna (CI) stake by 0.31% in Q2 2026, selling an estimated $1.41K and leaving 1,626 shares worth $448K. The position accounts for 0.16% of the portfolio, ranked #183.

Optimize Financial first reported a position in CI in Q3 2025 and has held it in 4 quarters since. 1,699 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Optimize Financial held 1,626 shares of Cigna worth $448K as of Q2 2026.
  • Optimize Financial sold 5 Cigna shares in Q2 2026, an estimated $1.41K.
  • Cigna made up 0.16% of Optimize Financial's portfolio in Q2 2026, its #183 holding.
  • Optimize Financial first reported a position in Cigna in Q3 2025 and has held it in 4 quarters since.
  • 1,699 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.