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Unique Wealth Strategies’s Cincinnati Financial CINF Stock Holding History

Unique Wealth Strategies’s Portfolio CINF Stock Details CINF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,329
Closed -$622K – 191
2024
Q4 		$622K Buy
+4,329
New +$632K 0.27% 84

Other funds holding CINF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Unique Wealth Strategies's CINF Position: Q1 2025 in Review

Unique Wealth Strategies sold out of Cincinnati Financial (CINF) in Q1 2025, closing a stake of 4,329 shares — an estimated $622K sold.

Unique Wealth Strategies first reported a position in CINF in Q4 2024 and held it in 1 quarter. The position peaked at $622K in Q4 2024. 858 funds tracked by Wall St. Rank hold CINF as of Q1 2025.

  • Unique Wealth Strategies reported no remaining Cincinnati Financial position as of Q1 2025 after selling out during the quarter.
  • Unique Wealth Strategies sold 4,329 Cincinnati Financial shares in Q1 2025, an estimated $622K.
  • Unique Wealth Strategies first reported a position in Cincinnati Financial in Q4 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Cincinnati Financial position peaked at $622K in Q4 2024.
  • 858 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2025.

Based on Unique Wealth Strategies's 13F filing for Q1 2025, filed 14 Jul 2026.