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Private Wealth Partners’s Cigna CI Stock Holding History

Private Wealth Partners’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
2025
Q2 		– Sell
-1,000
Closed -$329K – 177
2025
Q1 		$329K Sell
1,000
-16
-2% -$4.82K 0.03% 136
2024
Q4 		$281K Sell
1,016
-10
-1% -$3.19K 0.02% 150
2024
Q3 		$355K Buy
+1,026
New +$353K 0.03% 142

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Wealth Partners's CI Position: Q2 2025 in Review

Private Wealth Partners sold out of Cigna (CI) in Q2 2025, closing a stake of 1,000 shares — an estimated $329K sold.

Private Wealth Partners first reported a position in CI in Q3 2024 and held it in 3 quarters. The position peaked at $355K in Q3 2024. 1,733 funds tracked by Wall St. Rank hold CI as of Q2 2025.

  • Private Wealth Partners reported no remaining Cigna position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Partners sold 1,000 Cigna shares in Q2 2025, an estimated $329K.
  • Private Wealth Partners first reported a position in Cigna in Q3 2024 and held it in 3 quarters.
  • Private Wealth Partners's Cigna position peaked at $355K in Q3 2024.
  • 1,733 funds tracked by Wall St. Rank held Cigna as of Q2 2025.

Based on Private Wealth Partners's 13F filing for Q2 2025, filed 1 Aug 2025.