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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Simplicity Wealth's CI Position: Q1 2026 in Review

Simplicity Wealth increased its Cigna (CI) stake by 17% in Q1 2026, buying an estimated $65.3K and bringing the position to 1,630 shares worth $435K. The position accounts for 0.02% of the portfolio, ranked #488.

Simplicity Wealth first reported a position in CI in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.74M in Q1 2024. 1,655 funds tracked by Wall St. Rank hold CI as of Q1 2026.

  • Simplicity Wealth held 1,630 shares of Cigna worth $435K as of Q1 2026.
  • Simplicity Wealth bought 236 Cigna shares in Q1 2026, an estimated $65.3K.
  • Cigna made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #488 holding.
  • Simplicity Wealth first reported a position in Cigna in Q1 2024 and has held it in 8 quarters since.
  • Simplicity Wealth's Cigna position peaked at $2.74M in Q1 2024.
  • 1,655 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.