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PDS Planning’s Cigna CI Stock Holding History

PDS Planning’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 		$595K Buy
2,160
+283
+15% +$80K 0.03% 265
2026
Q1 		$501K Buy
1,877
+23
+1% +$6.36K 0.03% 267
2025
Q4 		$510K Sell
1,854
-57
-3% -$16K 0.03% 251
2025
Q3 		$551K Sell
1,911
-217
-10% -$64.2K 0.04% 225
2025
Q2 		$703K Buy
2,128
+107
+5% +$34.5K 0.05% 178
2025
Q1 		$665K Buy
2,021
+197
+11% +$59.3K 0.06% 168
2024
Q4 		$504K Sell
1,824
-82
-4% -$26.1K 0.04% 188
2024
Q3 		$660K Buy
1,906
+31
+2% +$10.7K 0.06% 145
2024
Q2 		$620K Sell
1,875
-46
-2% -$15.9K 0.06% 135
2024
Q1 		$698K Sell
1,921
-207
-10% -$68.1K 0.07% 119
2023
Q4 		$637K Sell
2,128
-294
-12% -$85.9K 0.07% 112
2023
Q3 		$693K Buy
2,422
+47
+2% +$13.4K 0.09% 100
2023
Q2 		$667K Buy
2,375
+208
+10% +$54.2K 0.09% 101
2023
Q1 		$554K Buy
2,167
+285
+15% +$83K 0.08% 112
2022
Q4 		$624K Buy
1,882
+6
+0.3% +$1.9K 0.1% 83
2022
Q3 		$521K Sell
1,876
-250
-12% -$70.4K 0.09% 85
2022
Q2 		$560K Buy
2,126
+136
+7% +$35K 0.1% 86
2022
Q1 		$477K Buy
1,990
+284
+17% +$66.5K 0.08% 96
2021
Q4 		$392K Buy
1,706
+30
+2% +$6.38K 0.08% 111
2021
Q3 		$336K Buy
1,676
+551
+49% +$120K 0.08% 122
2021
Q2 		$267K Buy
1,125
+5
+0.4% +$1.25K 0.07% 141
2021
Q1 		$271K Buy
1,120
+84
+8% +$18.7K 0.08% 121
2020
Q4 		$216K Buy
+1,036
New +$203K 0.07% 138

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

PDS Planning's CI Position: Q2 2026 in Review

PDS Planning increased its Cigna (CI) stake by 15% in Q2 2026, buying an estimated $80K and bringing the position to 2,160 shares worth $595K. The position accounts for 0.03% of the portfolio, ranked #265.

PDS Planning first reported a position in CI in Q4 2020 and has held it in 23 quarters since. The position peaked at $703K in Q2 2025. 1,700 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • PDS Planning held 2,160 shares of Cigna worth $595K as of Q2 2026.
  • PDS Planning bought 283 Cigna shares in Q2 2026, an estimated $80K.
  • Cigna made up 0.03% of PDS Planning's portfolio in Q2 2026, its #265 holding.
  • PDS Planning first reported a position in Cigna in Q4 2020 and has held it in 23 quarters since.
  • PDS Planning's Cigna position peaked at $703K in Q2 2025.
  • 1,700 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.