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Waverly Advisors’s Cigna CI Stock Holding History

Waverly Advisors’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 		$4M Buy
15,011
+1,265
+9% +$350K 0.03% 462
2025
Q4 		$3.78M Buy
13,746
+2,535
+23% +$711K 0.03% 434
2025
Q3 		$3.23M Sell
11,211
-64
-0.6% -$18.9K 0.03% 403
2025
Q2 		$3.73M Sell
11,275
-452
-4% -$146K 0.04% 361
2025
Q1 		$3.86M Buy
11,727
+327
+3% +$98.5K 0.05% 343
2024
Q4 		$3.15M Buy
11,400
+5,764
+102% +$1.84M 0.05% 290
2024
Q3 		$1.95M Sell
5,636
-12
-0.2% -$4.13K 0.04% 333
2024
Q2 		$1.87M Buy
5,648
+819
+17% +$282K 0.04% 325
2024
Q1 		$1.75M Buy
4,829
+2,752
+132% +$906K 0.04% 278
2023
Q4 		$622K Buy
2,077
+101
+5% +$29.5K 0.02% 271
2023
Q3 		$565K Buy
1,976
+44
+2% +$12.5K 0.02% 251
2023
Q2 		$542K Buy
+1,932
New +$503K 0.02% 235
2014
Q4 		– Sell
-50
Closed -$5K – 467
2014
Q3 		$5K Hold
50
– – ﹤0.01% 614
2014
Q2 		$5K Hold
50
– – ﹤0.01% 573
2014
Q1 		$4K Hold
50
– – ﹤0.01% 582
2013
Q4 		$4K Buy
+50
New +$4.09K ﹤0.01% 696

Other funds holding CI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
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
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Waverly Advisors's CI Position: Q1 2026 in Review

Waverly Advisors increased its Cigna (CI) stake by 9.2% in Q1 2026, buying an estimated $350K and bringing the position to 15,011 shares worth $4M. The position accounts for 0.03% of the portfolio, ranked #462.

Waverly Advisors first reported a position in CI in Q4 2013 and has held it in 16 quarters since. 1,654 funds tracked by Wall St. Rank hold CI as of Q1 2026.

  • Waverly Advisors held 15,011 shares of Cigna worth $4M as of Q1 2026.
  • Waverly Advisors bought 1,265 Cigna shares in Q1 2026, an estimated $350K.
  • Cigna made up 0.03% of Waverly Advisors's portfolio in Q1 2026, its #462 holding.
  • Waverly Advisors first reported a position in Cigna in Q4 2013 and has held it in 16 quarters since.
  • 1,654 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.