Root Financial Partners’s Cigna CI Stock Holding History

Root Financial 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
2026 Q2	$262K	Buy	951 +282	+42%	+$79.7K	0.01%	317
2026 Q1	$178K	Buy	669 +200	+43%	+$55.3K	0.01%	363
2025 Q4	$129K	Buy	469 +88	+23%	+$24.7K	0.01%	386
2025 Q3	$110K	Buy	+381	New	+$113K	0.01%	421

Other funds holding CI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Root Financial Partners's CI Position: Q2 2026 in Review

Root Financial Partners increased its Cigna (CI) stake by 42% in Q2 2026, buying an estimated $79.7K and bringing the position to 951 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #317.

Root Financial Partners first reported a position in CI in Q3 2025 and has held it in 4 quarters since. 1,700 funds tracked by Wall St. Rank hold CI as of Q2 2026.

Root Financial Partners held 951 shares of Cigna worth $262K as of Q2 2026.
Root Financial Partners bought 282 Cigna shares in Q2 2026, an estimated $79.7K.
Cigna made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #317 holding.
Root Financial Partners first reported a position in Cigna in Q3 2025 and has held it in 4 quarters since.
1,700 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.