Creative Planning’s Core & Main CNM Stock Holding History

Creative Planning’s Portfolio CNM Stock Details CNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$653K	Sell	13,537 -8,885	-40%	-$439K	﹤0.01%	2981
2026 Q1	$1.11M	Buy	22,422 +12,896	+135%	+$694K	﹤0.01%	2372
2025 Q4	$495K	Sell	9,526 -2,395	-20%	-$123K	﹤0.01%	2857
2025 Q3	$642K	Sell	11,921 -484	-4%	-$29.3K	﹤0.01%	2517
2025 Q2	$749K	Buy	12,405 +3,662	+42%	+$196K	﹤0.01%	2095
2025 Q1	$422K	Buy	8,743 +722	+9%	+$37.4K	﹤0.01%	2453
2024 Q4	$408K	Buy	+8,021	New	+$378K	﹤0.01%	2413
2024 Q3	–	Sell	-4,542	Closed	-$222K	–	3218
2024 Q2	$222K	Buy	+4,542	New	+$252K	﹤0.01%	2601
2022 Q4	–	Sell	-11,681	Closed	-$266K	–	2509
2022 Q3	$266K	Sell	11,681 -880	-7%	-$20.6K	﹤0.01%	1721
2022 Q2	$280K	Sell	12,561 -3,029	-19%	-$70.1K	﹤0.01%	1660
2022 Q1	$377K	Buy	+15,590	New	+$367K	﹤0.01%	1489

Other funds holding CNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

Creative Planning's CNM Position: Q2 2026 in Review

Creative Planning reduced its Core & Main (CNM) stake by 40% in Q2 2026, selling an estimated $439K and leaving 13,537 shares worth $653K. The position accounts for ﹤0.01% of the portfolio, ranked #2981.

Creative Planning first reported a position in CNM in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.11M in Q1 2026. 454 funds tracked by Wall St. Rank hold CNM as of Q2 2026.

Creative Planning held 13,537 shares of Core & Main worth $653K as of Q2 2026.
Creative Planning sold 8,885 Core & Main shares in Q2 2026, an estimated $439K.
Core & Main made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2981 holding.
Creative Planning first reported a position in Core & Main in Q1 2022 and has held it in 11 quarters since.
Creative Planning's Core & Main position peaked at $1.11M in Q1 2026.
454 funds tracked by Wall St. Rank held Core & Main as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.