BTWM
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Baker Tilly Wealth Management’s Centene CNC Stock Holding History

Baker Tilly 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 		$342K Sell
5,505
-1,036
-16% -$67.6K 0.07% 207
2026
Q2 		$420K Buy
+6,541
New +$350K 0.09% 182
2026
Q1 		– Sell
-5,674
Closed -$233K – 288
2025
Q4 		$233K Sell
5,674
-354
-6% -$13.3K 0.06% 253
2025
Q3 		$215K Buy
6,028
+1,713
+40% +$51.7K 0.05% 258
2025
Q2 		$234K Buy
4,315
+181
+4% +$10.6K 0.08% 214
2025
Q1 		$251K Buy
+4,134
New +$250K 0.1% 204
2024
Q3 		– Sell
-3,155
Closed -$209K – 243
2024
Q2 		$209K Sell
3,155
-4,650
-60% -$338K 0.09% 264
2024
Q1 		$613K Sell
7,805
-245
-3% -$18.9K 0.11% 206
2023
Q4 		$597K Sell
8,050
-769
-9% -$55.5K 0.1% 233
2023
Q3 		$607K Buy
8,819
+123
+1% +$8.18K 0.1% 211
2023
Q2 		$587K Buy
8,696
+484
+6% +$32.3K 0.06% 298
2023
Q1 		$519K Sell
8,212
-219
-3% -$15.5K 0.06% 325
2022
Q4 		$691K Buy
8,431
+397
+5% +$32.4K 0.09% 256
2022
Q3 		$625K Sell
8,034
-185
-2% -$16.5K 0.09% 249
2022
Q2 		$695K Buy
8,219
+110
+1% +$9.14K 0.09% 236
2022
Q1 		$683K Sell
8,109
-1,709
-17% -$140K 0.08% 264
2021
Q4 		$809K Buy
9,818
+1,382
+16% +$101K 0.09% 253
2021
Q3 		$526K Buy
8,436
+2,064
+32% +$138K 0.07% 302
2021
Q2 		$465K Buy
6,372
+2,491
+64% +$171K 0.08% 295
2021
Q1 		$248K Buy
+3,881
New +$240K 0.05% 405

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

Baker Tilly Wealth Management's CNC Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Centene (CNC) stake by 16% in Q3 2026, selling an estimated $67.6K and leaving 5,505 shares worth $342K. The position accounts for 0.07% of the portfolio, ranked #207.

Baker Tilly Wealth Management first reported a position in CNC in Q1 2021 and has held it in 20 quarters since. The position peaked at $809K in Q4 2021. 39 funds tracked by Wall St. Rank hold CNC as of Q3 2026.

  • Baker Tilly Wealth Management held 5,505 shares of Centene worth $342K as of Q3 2026.
  • Baker Tilly Wealth Management sold 1,036 Centene shares in Q3 2026, an estimated $67.6K.
  • Centene made up 0.07% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #207 holding.
  • Baker Tilly Wealth Management first reported a position in Centene in Q1 2021 and has held it in 20 quarters since.
  • Baker Tilly Wealth Management's Centene position peaked at $809K in Q4 2021.
  • 39 funds tracked by Wall St. Rank held Centene as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.