EP Wealth Advisors’s Centene CNC Stock Holding History

EP Wealth Advisors’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 Q1	$630K	Sell	19,241 -5,188	-21%	-$213K	﹤0.01%	807
2025 Q4	$1.01M	Buy	+24,429	New	+$914K	0.01%	622
2025 Q2	$324K	Sell	5,978 -9,762	-62%	-$573K	﹤0.01%	972
2025 Q1	$956K	Sell	15,740 -9,675	-38%	-$585K	0.01%	516
2024 Q4	$1.54M	Buy	25,415 +165	+0.7%	+$10.3K	0.01%	403
2024 Q3	$1.9M	Buy	25,250 +11,583	+85%	+$849K	0.02%	367
2024 Q2	$906K	Buy	13,667 +63	+0.5%	+$4.58K	0.01%	411
2024 Q1	$1.07M	Buy	13,604 +133	+1%	+$10.3K	0.01%	367
2023 Q4	$1,000K	Sell	13,471 -71	-0.5%	-$5.12K	0.01%	361
2023 Q3	$933K	Sell	13,542 -7,008	-34%	-$466K	0.01%	342
2023 Q2	$939K	Buy	20,550 +18,684	+1,001%	+$1.25M	0.01%	348
2023 Q1	$446K	Sell	1,866 -29,604	-94%	-$2.1M	0.01%	418
2022 Q4	$2.58M	Buy	31,470 +3,995	+15%	+$326K	0.05%	196
2022 Q3	$2.14M	Buy	+27,475	New	+$2.46M	0.05%	185

Other funds holding CNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EP Wealth Advisors's CNC Position: Q1 2026 in Review

EP Wealth Advisors reduced its Centene (CNC) stake by 21% in Q1 2026, selling an estimated $213K and leaving 19,241 shares worth $630K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

EP Wealth Advisors first reported a position in CNC in Q3 2022 and has held it in 14 quarters since. The position peaked at $2.58M in Q4 2022. 862 funds tracked by Wall St. Rank hold CNC as of Q1 2026.

EP Wealth Advisors held 19,241 shares of Centene worth $630K as of Q1 2026.
EP Wealth Advisors sold 5,188 Centene shares in Q1 2026, an estimated $213K.
Centene made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #807 holding.
EP Wealth Advisors first reported a position in Centene in Q3 2022 and has held it in 14 quarters since.
EP Wealth Advisors's Centene position peaked at $2.58M in Q4 2022.
862 funds tracked by Wall St. Rank held Centene as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.