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Marietta Investment Partners’s Cameco CCJ Stock Holding History

Marietta Investment Partners’s Portfolio CCJ Stock Details CCJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.92M Sell
18,859
-344
-2% -$38.6K 0.33% 68
2026
Q1 		$2.09M Buy
19,203
+4,718
+33% +$540K 0.42% 70
2025
Q4 		$1.33M Buy
14,485
+11,755
+431% +$1.06M 0.26% 73
2025
Q3 		$229K Sell
2,730
-180
-6% -$14K 0.04% 162
2025
Q2 		$216K Buy
+2,910
New +$155K 0.05% 154

Other funds holding CCJ

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Marietta Investment Partners's CCJ Position: Q2 2026 in Review

Marietta Investment Partners reduced its Cameco (CCJ) stake by 1.8% in Q2 2026, selling an estimated $38.6K and leaving 18,859 shares worth $1.92M. The position accounts for 0.33% of the portfolio, ranked #68.

Marietta Investment Partners first reported a position in CCJ in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.09M in Q1 2026. 900 funds tracked by Wall St. Rank hold CCJ as of Q2 2026.

  • Marietta Investment Partners held 18,859 shares of Cameco worth $1.92M as of Q2 2026.
  • Marietta Investment Partners sold 344 Cameco shares in Q2 2026, an estimated $38.6K.
  • Cameco made up 0.33% of Marietta Investment Partners's portfolio in Q2 2026, its #68 holding.
  • Marietta Investment Partners first reported a position in Cameco in Q2 2025 and has held it in 5 quarters since.
  • Marietta Investment Partners's Cameco position peaked at $2.09M in Q1 2026.
  • 900 funds tracked by Wall St. Rank held Cameco as of Q2 2026.

Based on Marietta Investment Partners's 13F filing for Q2 2026, filed 12 Aug 2026.