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Willow Creek Wealth Management’s Cigna CI Stock Holding History

Willow Creek Wealth Management’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 		$208K Hold
723
– – 0.02% 174
2025
Q2 		$239K Buy
+723
New +$233K 0.02% 153

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Willow Creek Wealth Management's CI Position: Q3 2025 in Review

Willow Creek Wealth Management held its Cigna (CI) position steady in Q3 2025 at 723 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #174.

Willow Creek Wealth Management first reported a position in CI in Q2 2025 and has held it in 2 quarters since. The position peaked at $239K in Q2 2025. 1,618 funds tracked by Wall St. Rank hold CI as of Q3 2025.

  • Willow Creek Wealth Management held 723 shares of Cigna worth $208K as of Q3 2025.
  • Willow Creek Wealth Management left its Cigna share count unchanged in Q3 2025.
  • Cigna made up 0.02% of Willow Creek Wealth Management's portfolio in Q3 2025, its #174 holding.
  • Willow Creek Wealth Management first reported a position in Cigna in Q2 2025 and has held it in 2 quarters since.
  • Willow Creek Wealth Management's Cigna position peaked at $239K in Q2 2025.
  • 1,618 funds tracked by Wall St. Rank held Cigna as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.