Ninety One (UK)
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Ninety One (UK)’s Centene CNC Stock Holding History

Ninety One (UK)’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
Q2 		$97M Sell
1,511,766
-279,559
-16% -$14.9M 0.22% 85
2026
Q1 		$58.6M Buy
1,791,325
+70,903
+4% +$2.91M 0.14% 100
2025
Q4 		$70.8M Buy
1,720,422
+1,065,223
+163% +$39.9M 0.15% 85
2025
Q3 		$23.4M Buy
+655,199
New +$19.8M 0.05% 130

Other funds holding CNC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Ninety One (UK)'s CNC Position: Q2 2026 in Review

Ninety One (UK) reduced its Centene (CNC) stake by 16% in Q2 2026, selling an estimated $14.9M and leaving 1,511,766 shares worth $97M. The position accounts for 0.22% of the portfolio, ranked #85.

Ninety One (UK) first reported a position in CNC in Q3 2025 and has held it in 4 quarters since. 209 funds tracked by Wall St. Rank hold CNC as of Q2 2026.

  • Ninety One (UK) held 1,511,766 shares of Centene worth $97M as of Q2 2026.
  • Ninety One (UK) sold 279,559 Centene shares in Q2 2026, an estimated $14.9M.
  • Centene made up 0.22% of Ninety One (UK)'s portfolio in Q2 2026, its #85 holding.
  • Ninety One (UK) first reported a position in Centene in Q3 2025 and has held it in 4 quarters since.
  • 209 funds tracked by Wall St. Rank held Centene as of Q2 2026.

Based on Ninety One (UK)'s 13F filing for Q2 2026, filed 16 Jul 2026.