Waypoint Wealth Counsel’s Cigna CI Stock Holding History

Waypoint Wealth Counsel’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	-721	Closed	-$238K	–	272
2025 Q2	$238K	Buy	+721	New	+$232K	0.12%	154

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

Waypoint Wealth Counsel's CI Position: Q3 2025 in Review

Waypoint Wealth Counsel sold out of Cigna (CI) in Q3 2025, closing a stake of 721 shares — an estimated $238K sold.

Waypoint Wealth Counsel first reported a position in CI in Q2 2025 and held it in 1 quarter. The position peaked at $238K in Q2 2025. 1,613 funds tracked by Wall St. Rank hold CI as of Q3 2025.

Waypoint Wealth Counsel reported no remaining Cigna position as of Q3 2025 after selling out during the quarter.
Waypoint Wealth Counsel sold 721 Cigna shares in Q3 2025, an estimated $238K.
Waypoint Wealth Counsel first reported a position in Cigna in Q2 2025 and held it in 1 quarter.
Waypoint Wealth Counsel's Cigna position peaked at $238K in Q2 2025.
1,613 funds tracked by Wall St. Rank held Cigna as of Q3 2025.

Based on Waypoint Wealth Counsel's 13F filing for Q3 2025, filed 20 Oct 2025.