MIM
Q

Merewether Investment Management’s Qnity Electronics Inc Q Stock Holding History

Merewether Investment Management’s Portfolio Q Stock Details Q Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$46.4M Sell
283,819
-149,465
-34% -$22M 0.87% 46
2026
Q1 		$50M Sell
433,284
-444,764
-51% -$47.2M 0.97% 36
2025
Q4 		$71.7M Buy
+878,048
New +$74.6M 1.65% 22

Other funds holding Q

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Merewether Investment Management's Q Position: Q2 2026 in Review

Merewether Investment Management reduced its Qnity Electronics Inc (Q) stake by 34% in Q2 2026, selling an estimated $22M and leaving 283,819 shares worth $46.4M. The position accounts for 0.87% of the portfolio, ranked #46.

Merewether Investment Management first reported a position in Q in Q4 2025 and has held it in 3 quarters since. The position peaked at $71.7M in Q4 2025. 1,333 funds tracked by Wall St. Rank hold Q as of Q2 2026.

  • Merewether Investment Management held 283,819 shares of Qnity Electronics Inc worth $46.4M as of Q2 2026.
  • Merewether Investment Management sold 149,465 Qnity Electronics Inc shares in Q2 2026, an estimated $22M.
  • Qnity Electronics Inc made up 0.87% of Merewether Investment Management's portfolio in Q2 2026, its #46 holding.
  • Merewether Investment Management first reported a position in Qnity Electronics Inc in Q4 2025 and has held it in 3 quarters since.
  • Merewether Investment Management's Qnity Electronics Inc position peaked at $71.7M in Q4 2025.
  • 1,333 funds tracked by Wall St. Rank held Qnity Electronics Inc as of Q2 2026.

Based on Merewether Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.