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SHP Wealth Management’s Cigna CI Stock Holding History

SHP Wealth Management’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 		$153K Buy
557
+69
+14% +$19.5K 0.01% 348
2026
Q1 		$130K Buy
488
+21
+4% +$5.81K 0.01% 340
2025
Q4 		$129K Buy
+467
New +$131K 0.01% 314

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 $3.38T AUM 44.17% 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

SHP Wealth Management's CI Position: Q2 2026 in Review

SHP Wealth Management increased its Cigna (CI) stake by 14% in Q2 2026, buying an estimated $19.5K and bringing the position to 557 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #348.

SHP Wealth Management first reported a position in CI in Q4 2025 and has held it in 3 quarters since. 1,703 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • SHP Wealth Management held 557 shares of Cigna worth $153K as of Q2 2026.
  • SHP Wealth Management bought 69 Cigna shares in Q2 2026, an estimated $19.5K.
  • Cigna made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #348 holding.
  • SHP Wealth Management first reported a position in Cigna in Q4 2025 and has held it in 3 quarters since.
  • 1,703 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.