Wallace Advisory Group’s Cigna CI Stock Holding History

Wallace Advisory Group’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	$3.12M	Sell	11,696 -14	-0.1%	-$3.87K	3.33%	4
2025 Q4	$3.22M	Sell	11,710 -25	-0.2%	-$7.01K	3.38%	3
2025 Q3	$3.88M	Sell	11,735 -461	-4%	-$136K	3.12%	4
2025 Q2	$4.01M	Buy	12,196 +23	+0.2%	+$7.41K	2.91%	4
2025 Q1	$3.36M	Sell	12,173 -5	-0%	-$1.51K	2.33%	5
2024 Q4	$4.22M	Buy	12,178 +7	+0.1%	+$2.23K	2.92%	4
2024 Q3	$4.02M	Sell	12,171 -41	-0.3%	-$14.1K	2.94%	4
2024 Q2	$4.04M	Sell	12,212 -253	-2%	-$87.2K	2.91%	4
2024 Q1	$3.73M	Sell	12,465 -2	-0%	-$658	2.8%	4
2023 Q4	$3.57M	Sell	12,467 -172	-1%	-$50.3K	2.79%	5
2023 Q3	$3.55M	Sell	12,639 -49	-0.4%	-$14K	2.55%	6
2023 Q2	$3.24M	Hold	12,688	–	–	2.47%	7
2023 Q1	$3.24M	Sell	12,688 -12	-0.1%	-$3.5K	2.47%	7
2022 Q4	$4.21M	Buy	+12,700	New	+$4.02M	3.32%	5

Other funds holding CI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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 Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Wallace Advisory Group's CI Position: Q1 2026 in Review

Wallace Advisory Group reduced its Cigna (CI) stake by 0.12% in Q1 2026, selling an estimated $3.87K and leaving 11,696 shares worth $3.12M. The position accounts for 3.33% of the portfolio, ranked #4.

Wallace Advisory Group first reported a position in CI in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.22M in Q4 2024. 1,654 funds tracked by Wall St. Rank hold CI as of Q1 2026.

Wallace Advisory Group held 11,696 shares of Cigna worth $3.12M as of Q1 2026.
Wallace Advisory Group sold 14 Cigna shares in Q1 2026, an estimated $3.87K.
Cigna made up 3.33% of Wallace Advisory Group's portfolio in Q1 2026, its #4 holding.
Wallace Advisory Group first reported a position in Cigna in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's Cigna position peaked at $4.22M in Q4 2024.
1,654 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.