AWM
CNC icon

Avaii Wealth Management’s Centene CNC Stock Holding History

Avaii Wealth Management’s Portfolio CNC Stock Details CNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$308K Sell
4,898
-518
-10% -$33.8K 0.09% 137
2026
Q2 		$348K Buy
+5,416
New +$290K 0.1% 125

Other funds holding CNC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Avaii Wealth Management's CNC Position: Q3 2026 in Review

Avaii Wealth Management reduced its Centene (CNC) stake by 9.6% in Q3 2026, selling an estimated $33.8K and leaving 4,898 shares worth $308K. The position accounts for 0.09% of the portfolio, ranked #137.

Avaii Wealth Management first reported a position in CNC in Q2 2026 and has held it in 2 quarters since. The position peaked at $348K in Q2 2026. 39 funds tracked by Wall St. Rank hold CNC as of Q3 2026.

  • Avaii Wealth Management held 4,898 shares of Centene worth $308K as of Q3 2026.
  • Avaii Wealth Management sold 518 Centene shares in Q3 2026, an estimated $33.8K.
  • Centene made up 0.09% of Avaii Wealth Management's portfolio in Q3 2026, its #137 holding.
  • Avaii Wealth Management first reported a position in Centene in Q2 2026 and has held it in 2 quarters since.
  • Avaii Wealth Management's Centene position peaked at $348K in Q2 2026.
  • 39 funds tracked by Wall St. Rank held Centene as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.