Impax Asset Management Group
CNM icon

Impax Asset Management Group’s Core & Main CNM Stock Holding History

Impax Asset Management Group’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 		$203M Buy
4,203,618
+1,352,251
+47% +$66.8M 1.32% 20
2026
Q1 		$141M Sell
2,851,367
-21,228
-0.7% -$1.14M 0.98% 30
2025
Q4 		$149M Buy
2,872,595
+279,373
+11% +$14.3M 0.93% 34
2025
Q3 		$140M Sell
2,593,222
-614,819
-19% -$37.2M 0.81% 41
2025
Q2 		$194M Hold
3,208,041
– – 1.11% 29
2025
Q1 		$155M Sell
3,208,041
-222,746
-6% -$11.5M 0.93% 36
2024
Q4 		$175M Buy
3,430,787
+1,416,907
+70% +$66.8M 0.79% 45
2024
Q3 		$89.4M Buy
2,013,880
+1,588,117
+373% +$76.1M 0.35% 73
2024
Q2 		$20.8M Hold
425,763
– – 0.08% 128
2024
Q1 		$24.4M Sell
425,763
-115,437
-21% -$5.29M 0.09% 127
2023
Q4 		$21.9M Sell
541,200
-159,286
-23% -$5.39M 0.09% 127
2023
Q3 		$20.2M Hold
700,486
– – 0.09% 125
2023
Q2 		$22M Hold
700,486
– – 0.09% 125
2023
Q1 		$16.2M Buy
+700,486
New +$15.4M 0.07% 130

Other funds holding CNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Impax Asset Management Group's CNM Position: Q2 2026 in Review

Impax Asset Management Group increased its Core & Main (CNM) stake by 47% in Q2 2026, buying an estimated $66.8M and bringing the position to 4,203,618 shares worth $203M. The position accounts for 1.32% of the portfolio, ranked #20.

Impax Asset Management Group first reported a position in CNM in Q1 2023 and has held it in 14 quarters since. 266 funds tracked by Wall St. Rank hold CNM as of Q2 2026.

  • Impax Asset Management Group held 4,203,618 shares of Core & Main worth $203M as of Q2 2026.
  • Impax Asset Management Group bought 1,352,251 Core & Main shares in Q2 2026, an estimated $66.8M.
  • Core & Main made up 1.32% of Impax Asset Management Group's portfolio in Q2 2026, its #20 holding.
  • Impax Asset Management Group first reported a position in Core & Main in Q1 2023 and has held it in 14 quarters since.
  • 266 funds tracked by Wall St. Rank held Core & Main as of Q2 2026.

Based on Impax Asset Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.