PWPS
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Pinnacle Wealth Planning Services’s Cigna CI Stock Holding History

Pinnacle Wealth Planning Services’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 		$355K Buy
1,331
+156
+13% +$43.2K 0.04% 285
2025
Q4 		$323K Buy
1,175
+212
+22% +$59.4K 0.03% 298
2025
Q3 		$278K Sell
963
-413
-30% -$122K 0.03% 347
2025
Q2 		$455K Buy
1,376
+448
+48% +$144K 0.06% 214
2025
Q1 		$305K Buy
928
+42
+5% +$12.7K 0.05% 257
2024
Q4 		$245K Sell
886
-702
-44% -$224K 0.04% 309
2024
Q3 		$550K Hold
1,588
– – 0.07% 175
2024
Q2 		$525K Buy
1,588
+2
+0.1% +$690 0.08% 169
2024
Q1 		$576K Buy
1,586
+1
+0.1% +$329 0.08% 161
2023
Q4 		$475K Sell
1,585
-2
-0.1% -$584 0.07% 184
2023
Q3 		$454K Sell
1,587
-5
-0.3% -$1.43K 0.07% 178
2023
Q2 		$447K Sell
1,592
-5
-0.3% -$1.3K 0.07% 184
2023
Q1 		$408K Sell
1,597
-20
-1% -$5.83K 0.07% 207
2022
Q4 		$536K Buy
1,617
+18
+1% +$5.7K 0.1% 151
2022
Q3 		$444K Buy
1,599
+2
+0.1% +$563 0.08% 158
2022
Q2 		$421K Buy
1,597
+248
+18% +$63.9K 0.08% 179
2022
Q1 		$323K Buy
1,349
+15
+1% +$3.51K 0.06% 256
2021
Q4 		$306K Buy
+1,334
New +$284K 0.06% 259
2021
Q3 		– Sell
-1,074
Closed -$254K – 388
2021
Q2 		$254K Buy
1,074
+13
+1% +$3.25K 0.06% 268
2021
Q1 		$256K Buy
1,061
+162
+18% +$36.1K 0.07% 246
2020
Q4 		$188K Buy
+899
New +$176K 0.04% 298
2020
Q2 		– Sell
-1,176
Closed -$207K – 276
2020
Q1 		$207K Buy
+1,176
New +$228K 0.1% 185

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

Pinnacle Wealth Planning Services's CI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Cigna (CI) stake by 13% in Q1 2026, buying an estimated $43.2K and bringing the position to 1,331 shares worth $355K. The position accounts for 0.04% of the portfolio, ranked #285.

Pinnacle Wealth Planning Services first reported a position in CI in Q1 2020 and has held it in 22 quarters since. The position peaked at $576K in Q1 2024. 1,654 funds tracked by Wall St. Rank hold CI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,331 shares of Cigna worth $355K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 156 Cigna shares in Q1 2026, an estimated $43.2K.
  • Cigna made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #285 holding.
  • Pinnacle Wealth Planning Services first reported a position in Cigna in Q1 2020 and has held it in 22 quarters since.
  • Pinnacle Wealth Planning Services's Cigna position peaked at $576K in Q1 2024.
  • 1,654 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.