Root Financial Partners
CI icon

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
Q3 		$233K Sell
857
-94
-10% -$26.5K 0.01% 388
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

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Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Root Financial Partners's CI Position: Q3 2026 in Review

Root Financial Partners reduced its Cigna (CI) stake by 9.9% in Q3 2026, selling an estimated $26.5K and leaving 857 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #388.

Root Financial Partners first reported a position in CI in Q3 2025 and has held it in 5 quarters since. The position peaked at $262K in Q2 2026. 1,399 funds tracked by Wall St. Rank hold CI as of Q3 2026.

  • Root Financial Partners held 857 shares of Cigna worth $233K as of Q3 2026.
  • Root Financial Partners sold 94 Cigna shares in Q3 2026, an estimated $26.5K.
  • Cigna made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #388 holding.
  • Root Financial Partners first reported a position in Cigna in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Cigna position peaked at $262K in Q2 2026.
  • 1,399 funds tracked by Wall St. Rank held Cigna as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.