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Outlook Wealth Advisors’s Cigna CI Stock Holding History

Outlook Wealth Advisors’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 		$667K Sell
2,500
-83
-3% -$23K 0.16% 140
2025
Q4 		$711K Buy
+2,583
New +$724K 0.16% 124
2025
Q1 		– Sell
-2,006
Closed -$554K – 265
2024
Q4 		$554K Buy
2,006
+1
+0% +$319 0.16% 124
2024
Q3 		$695K Sell
2,005
-41
-2% -$14.1K 0.2% 104
2024
Q2 		$676K Sell
2,046
-34
-2% -$11.7K 0.21% 98
2024
Q1 		$755K Sell
2,080
-161
-7% -$53K 0.23% 88
2023
Q4 		$671K Sell
2,241
-476
-18% -$139K 0.23% 91
2023
Q3 		$777K Buy
2,717
+83
+3% +$23.7K 0.3% 80
2023
Q2 		$739K Buy
2,634
+513
+24% +$134K 0.28% 91
2023
Q1 		$542K Buy
2,121
+56
+3% +$16.3K 0.24% 106
2022
Q4 		$684K Buy
2,065
+4
+0.2% +$1.27K 0.32% 79
2022
Q3 		$572K Buy
2,061
+33
+2% +$9.29K 0.26% 96
2022
Q2 		$534K Buy
2,028
+204
+11% +$52.6K 0.22% 120
2022
Q1 		$437K Buy
1,824
+37
+2% +$8.66K 0.15% 147
2021
Q4 		$410K Buy
1,787
+147
+9% +$31.2K 0.12% 151
2021
Q3 		$328K Buy
1,640
+41
+3% +$8.91K 0.11% 171
2021
Q2 		$379K Buy
+1,599
New +$399K 0.12% 166

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

Outlook Wealth Advisors's CI Position: Q1 2026 in Review

Outlook Wealth Advisors reduced its Cigna (CI) stake by 3.2% in Q1 2026, selling an estimated $23K and leaving 2,500 shares worth $667K. The position accounts for 0.16% of the portfolio, ranked #140.

Outlook Wealth Advisors first reported a position in CI in Q2 2021 and has held it in 17 quarters since. The position peaked at $777K in Q3 2023. 1,654 funds tracked by Wall St. Rank hold CI as of Q1 2026.

  • Outlook Wealth Advisors held 2,500 shares of Cigna worth $667K as of Q1 2026.
  • Outlook Wealth Advisors sold 83 Cigna shares in Q1 2026, an estimated $23K.
  • Cigna made up 0.16% of Outlook Wealth Advisors's portfolio in Q1 2026, its #140 holding.
  • Outlook Wealth Advisors first reported a position in Cigna in Q2 2021 and has held it in 17 quarters since.
  • Outlook Wealth Advisors's Cigna position peaked at $777K in Q3 2023.
  • 1,654 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.