Wescott Financial Advisory Group’s Cigna CI Stock Holding History

Wescott Financial 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 Q2	$270K	Sell	981 -2	-0.2%	-$565	0.02%	171
2026 Q1	$262K	Sell	983 -25	-2%	-$6.92K	0.02%	168
2025 Q4	$278K	Buy	1,008 +77	+8%	+$21.6K	0.02%	161
2025 Q3	$268K	Sell	931 -34	-4%	-$10.1K	0.02%	155
2025 Q2	$319K	Buy	965 +13	+1%	+$4.19K	0.03%	143
2025 Q1	$313K	Buy	952 +3	+0.3%	+$904	0.03%	138
2024 Q4	$262K	Buy	949 +31	+3%	+$9.88K	0.03%	151
2024 Q3	$318K	Buy	918 +5	+0.5%	+$1.72K	0.03%	144
2024 Q2	$302K	Buy	913 +256	+39%	+$88.3K	0.04%	143
2024 Q1	$239K	Buy	+657	New	+$216K	0.03%	148
2023 Q1	–	Sell	-613	Closed	-$203K	–	159
2022 Q4	$203K	Buy	+613	New	+$194K	0.04%	145

Other funds holding CI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Wescott Financial Advisory Group's CI Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its Cigna (CI) stake by 0.2% in Q2 2026, selling an estimated $565 and leaving 981 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #171.

Wescott Financial Advisory Group first reported a position in CI in Q4 2022 and has held it in 11 quarters since. The position peaked at $319K in Q2 2025. 1,702 funds tracked by Wall St. Rank hold CI as of Q2 2026.

Wescott Financial Advisory Group held 981 shares of Cigna worth $270K as of Q2 2026.
Wescott Financial Advisory Group sold 2 Cigna shares in Q2 2026, an estimated $565.
Cigna made up 0.02% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #171 holding.
Wescott Financial Advisory Group first reported a position in Cigna in Q4 2022 and has held it in 11 quarters since.
Wescott Financial Advisory Group's Cigna position peaked at $319K in Q2 2025.
1,702 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.