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Palumbo Wealth Management’s Cigna CI Stock Holding History

Palumbo 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
Q2 		$514K Sell
1,864
-30
-2% -$8.47K 0.11% 143
2026
Q1 		$505K Buy
1,894
+33
+2% +$9.13K 0.12% 125
2025
Q4 		$512K Sell
1,861
-66
-3% -$18.5K 0.13% 123
2025
Q3 		$524K Buy
1,927
+43
+2% +$12.7K 0.17% 86
2025
Q2 		$623K Buy
1,884
+8
+0.4% +$2.58K 0.19% 85
2025
Q1 		$617K Buy
1,876
+86
+5% +$25.9K 0.21% 77
2024
Q4 		$494K Buy
1,790
+9
+0.5% +$2.87K 0.18% 85
2024
Q3 		$617K Buy
1,781
+7
+0.4% +$2.41K 0.24% 74
2024
Q2 		$587K Buy
1,774
+7
+0.4% +$2.41K 0.25% 73
2024
Q1 		$642K Buy
1,767
+7
+0.4% +$2.3K 0.29% 65
2023
Q4 		$527K Buy
1,760
+7
+0.4% +$2.05K 0.27% 72
2023
Q3 		$501K Buy
1,753
+8
+0.5% +$2.28K 0.28% 67
2023
Q2 		$490K Buy
1,745
+8
+0.5% +$2.08K 0.3% 60
2023
Q1 		$444K Buy
1,737
+8
+0.5% +$2.33K 0.3% 62
2022
Q4 		$573K Sell
1,729
-5
-0.3% -$1.58K 0.46% 49
2022
Q3 		$481K Buy
1,734
+6
+0.3% +$1.69K 0.41% 53
2022
Q2 		$455K Buy
1,728
+8
+0.5% +$2.06K 0.36% 55
2022
Q1 		$412K Sell
1,720
-183
-10% -$42.8K 0.26% 66
2021
Q4 		$437K Buy
1,903
+9
+0.5% +$1.91K 0.27% 66
2021
Q3 		$379K Buy
1,894
+9
+0.5% +$1.96K 0.25% 72
2021
Q2 		$447K Buy
1,885
+19
+1% +$4.75K 0.3% 67
2021
Q1 		$451K Buy
1,866
+104
+6% +$23.2K 0.34% 66
2020
Q4 		$367K Buy
+1,762
New +$346K 0.3% 64

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

Palumbo Wealth Management's CI Position: Q2 2026 in Review

Palumbo Wealth Management reduced its Cigna (CI) stake by 1.6% in Q2 2026, selling an estimated $8.47K and leaving 1,864 shares worth $514K. The position accounts for 0.11% of the portfolio, ranked #143.

Palumbo Wealth Management first reported a position in CI in Q4 2020 and has held it in 23 quarters since. The position peaked at $642K in Q1 2024. 1,695 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Palumbo Wealth Management held 1,864 shares of Cigna worth $514K as of Q2 2026.
  • Palumbo Wealth Management sold 30 Cigna shares in Q2 2026, an estimated $8.47K.
  • Cigna made up 0.11% of Palumbo Wealth Management's portfolio in Q2 2026, its #143 holding.
  • Palumbo Wealth Management first reported a position in Cigna in Q4 2020 and has held it in 23 quarters since.
  • Palumbo Wealth Management's Cigna position peaked at $642K in Q1 2024.
  • 1,695 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.