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Simplicity Wealth’s Cigna CI Stock Holding History

Simplicity Wealth’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 		$721K Buy
2,617
+987
+61% +$279K 0.02% 528
2026
Q1 		$435K Buy
1,630
+236
+17% +$65.3K 0.02% 488
2025
Q4 		$384K Sell
1,394
-1,114
-44% -$312K 0.02% 493
2025
Q3 		$723K Sell
2,508
-692
-22% -$205K 0.04% 364
2025
Q2 		$1.06M Buy
3,200
+2,398
+299% +$773K 0.04% 319
2025
Q1 		$264K Buy
802
+48
+6% +$14.5K 0.02% 448
2024
Q4 		$208K Buy
+754
New +$240K 0.04% 305
2024
Q3 		– Sell
-7,525
Closed -$2.49M – 616
2024
Q2 		$2.49M Sell
7,525
-25
-0.3% -$8.62K 0.06% 316
2024
Q1 		$2.74M Buy
+7,550
New +$2.49M 0.07% 289

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

Simplicity Wealth's CI Position: Q2 2026 in Review

Simplicity Wealth increased its Cigna (CI) stake by 61% in Q2 2026, buying an estimated $279K and bringing the position to 2,617 shares worth $721K. The position accounts for 0.02% of the portfolio, ranked #528.

Simplicity Wealth first reported a position in CI in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.74M in Q1 2024. 1,705 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Simplicity Wealth held 2,617 shares of Cigna worth $721K as of Q2 2026.
  • Simplicity Wealth bought 987 Cigna shares in Q2 2026, an estimated $279K.
  • Cigna made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #528 holding.
  • Simplicity Wealth first reported a position in Cigna in Q1 2024 and has held it in 9 quarters since.
  • Simplicity Wealth's Cigna position peaked at $2.74M in Q1 2024.
  • 1,705 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.