Wambolt & Associates’s Cigna CI Stock Holding History

Wambolt & Associates’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 Q2	$746K	Hold	2,231	–	–	0.25%	96
2025 Q1	$738K	Sell	2,231 -4	-0.2%	-$1.21K	0.25%	97
2024 Q4	$617K	Buy	2,235 +4	+0.2%	+$1.27K	0.2%	106
2024 Q3	$777K	Sell	2,231 -182	-8%	-$62.7K	0.21%	99
2024 Q2	$787K	Buy	2,413 +28	+1%	+$9.65K	0.23%	100
2024 Q1	$868K	Sell	2,385 -151	-6%	-$49.7K	0.26%	102
2023 Q4	$759K	Hold	2,536	–	–	0.25%	124
2023 Q3	$729K	Hold	2,536	–	–	0.26%	130
2023 Q2	$712K	Buy	2,536 +36	+1%	+$9.38K	0.25%	130
2023 Q1	$655K	Hold	2,500	–	–	0.23%	137
2022 Q4	$828K	Sell	2,500 -4	-0.2%	-$1.27K	0.32%	111
2022 Q3	$695K	Hold	2,504	–	–	0.3%	117
2022 Q2	$660K	Hold	2,504	–	–	0.27%	124
2022 Q1	$617K	Sell	2,504 -931	-27%	-$218K	0.22%	139
2021 Q4	$789K	Buy	3,435 +931	+37%	+$198K	0.29%	119
2021 Q3	$507K	Hold	2,504	–	–	0.2%	144
2021 Q2	$597K	Hold	2,504	–	–	0.25%	126
2021 Q1	$606K	Sell	2,504 -500	-17%	-$111K	0.32%	107
2020 Q4	$625K	Buy	+3,004	New	+$589K	0.37%	93

Other funds holding CI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wambolt & Associates's CI Position: Q2 2025 in Review

Wambolt & Associates held its Cigna (CI) position steady in Q2 2025 at 2,231 shares worth $746K. The position accounts for 0.25% of the portfolio, ranked #96.

Wambolt & Associates first reported a position in CI in Q4 2020 and has held it in 19 quarters since. The position peaked at $868K in Q1 2024. 1,734 funds tracked by Wall St. Rank hold CI as of Q2 2025.

Wambolt & Associates held 2,231 shares of Cigna worth $746K as of Q2 2025.
Wambolt & Associates left its Cigna share count unchanged in Q2 2025.
Cigna made up 0.25% of Wambolt & Associates's portfolio in Q2 2025, its #96 holding.
Wambolt & Associates first reported a position in Cigna in Q4 2020 and has held it in 19 quarters since.
Wambolt & Associates's Cigna position peaked at $868K in Q1 2024.
1,734 funds tracked by Wall St. Rank held Cigna as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.