Edgestream Partners’s Core & Main CNM Stock Holding History

Edgestream Partners’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	$356K	Sell	7,378 -194,199	-96%	-$9.6M	0.01%	845
2026 Q1	$9.96M	Buy	201,577 +179,618	+818%	+$9.67M	0.33%	43
2025 Q4	$1.14M	Buy	+21,959	New	+$1.13M	0.03%	661
2025 Q1	–	Sell	-14,157	Closed	-$721K	–	874
2024 Q4	$721K	Buy	+14,157	New	+$667K	0.03%	628
2024 Q2	–	Sell	-44,288	Closed	-$2.54M	–	872
2024 Q1	$2.54M	Buy	44,288 +27,955	+171%	+$1.28M	0.13%	283
2023 Q4	$660K	Sell	16,333 -5,184	-24%	-$175K	0.05%	544
2023 Q3	$621K	Buy	+21,517	New	+$664K	0.05%	538

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

Edgestream Partners's CNM Position: Q2 2026 in Review

Edgestream Partners reduced its Core & Main (CNM) stake by 96% in Q2 2026, selling an estimated $9.6M and leaving 7,378 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #845.

Edgestream Partners first reported a position in CNM in Q3 2023 and has held it in 7 quarters since. The position peaked at $9.96M in Q1 2026. 453 funds tracked by Wall St. Rank hold CNM as of Q2 2026.

Edgestream Partners held 7,378 shares of Core & Main worth $356K as of Q2 2026.
Edgestream Partners sold 194,199 Core & Main shares in Q2 2026, an estimated $9.6M.
Core & Main made up 0.01% of Edgestream Partners's portfolio in Q2 2026, its #845 holding.
Edgestream Partners first reported a position in Core & Main in Q3 2023 and has held it in 7 quarters since.
Edgestream Partners's Core & Main position peaked at $9.96M in Q1 2026.
453 funds tracked by Wall St. Rank held Core & Main as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.