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Total Wealth Planning & Management’s Cigna CI Stock Holding History

Total Wealth Planning & 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 		$706K Buy
2,560
+216
+9% +$61K 0.48% 68
2026
Q1 		$625K Buy
2,344
+780
+50% +$216K 0.46% 73
2025
Q4 		$430K Buy
+1,564
New +$438K 0.32% 96
2025
Q2 		$475K Sell
1,438
-223
-13% -$71.9K 0.38% 83
2025
Q1 		$546K Buy
1,661
+207
+14% +$62.4K 0.52% 61
2024
Q4 		$402K Buy
+1,454
New +$463K 0.36% 83

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 $3.37T AUM 44.26% 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

Total Wealth Planning & Management's CI Position: Q2 2026 in Review

Total Wealth Planning & Management increased its Cigna (CI) stake by 9.2% in Q2 2026, buying an estimated $61K and bringing the position to 2,560 shares worth $706K. The position accounts for 0.48% of the portfolio, ranked #68.

Total Wealth Planning & Management first reported a position in CI in Q4 2024 and has held it in 6 quarters since. 1,699 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Total Wealth Planning & Management held 2,560 shares of Cigna worth $706K as of Q2 2026.
  • Total Wealth Planning & Management bought 216 Cigna shares in Q2 2026, an estimated $61K.
  • Cigna made up 0.48% of Total Wealth Planning & Management's portfolio in Q2 2026, its #68 holding.
  • Total Wealth Planning & Management first reported a position in Cigna in Q4 2024 and has held it in 6 quarters since.
  • 1,699 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.