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Venturi Wealth Management’s Cigna CI Stock Holding History

Venturi 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
2025
Q3 		– Sell
-896
Closed -$296K – 572
2025
Q2 		$296K Buy
896
+45
+5% +$14.5K 0.01% 427
2025
Q1 		$280K Buy
851
+423
+99% +$127K 0.01% 459
2024
Q4 		$118K Buy
428
+264
+161% +$84.2K 0.01% 702
2024
Q3 		$56.8K Buy
164
+21
+15% +$7.23K ﹤0.01% 724
2024
Q2 		$47.3K Buy
143
+42
+42% +$14.5K ﹤0.01% 686
2024
Q1 		$36.7K Buy
101
+27
+36% +$8.89K ﹤0.01% 572
2023
Q4 		$22.2K Buy
74
+51
+222% +$14.9K ﹤0.01% 674
2023
Q3 		$6.58K Buy
23
+15
+188% +$4.28K ﹤0.01% 897
2023
Q2 		$2.25K Sell
8
-4
-33% -$1.04K ﹤0.01% 905
2023
Q1 		$3.07K Buy
+12
New +$3.5K ﹤0.01% 927

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Venturi Wealth Management's CI Position: Q3 2025 in Review

Venturi Wealth Management sold out of Cigna (CI) in Q3 2025, closing a stake of 896 shares — an estimated $296K sold.

Venturi Wealth Management first reported a position in CI in Q1 2023 and held it in 10 quarters. The position peaked at $296K in Q2 2025. 1,618 funds tracked by Wall St. Rank hold CI as of Q3 2025.

  • Venturi Wealth Management reported no remaining Cigna position as of Q3 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 896 Cigna shares in Q3 2025, an estimated $296K.
  • Venturi Wealth Management first reported a position in Cigna in Q1 2023 and held it in 10 quarters.
  • Venturi Wealth Management's Cigna position peaked at $296K in Q2 2025.
  • 1,618 funds tracked by Wall St. Rank held Cigna as of Q3 2025.

Based on Venturi Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.