Michael Gelband’s Core & Main CNM Stock Holding History

Michael Gelband’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	$9.72M	Buy	+201,418	New	+$9.96M	0.06%	298
2025 Q1	–	Sell	-308,478	Closed	-$15.7M	–	1533
2024 Q4	$15.7M	Buy	308,478 +297,746	+2,774%	+$14M	0.11%	164
2024 Q3	$477K	Buy	+10,732	New	+$514K	﹤0.01%	1203
2024 Q1	–	Sell	-40,761	Closed	-$1.65M	–	1551
2023 Q4	$1.65M	Sell	40,761 -77,208	-65%	-$2.61M	0.01%	641
2023 Q3	$3.4M	Sell	117,969 -4,055	-3%	-$125K	0.03%	486
2023 Q2	$3.82M	Buy	122,024 +86,809	+247%	+$2.32M	0.03%	552
2023 Q1	$813K	Sell	35,215 -110,519	-76%	-$2.43M	0.01%	1209
2022 Q4	$2.81M	Buy	145,734 +124,719	+593%	+$2.66M	0.04%	521
2022 Q3	$478K	Buy	21,015 +4,362	+26%	+$102K	0.01%	1384
2022 Q2	$371K	Buy	16,653 +7,401	+80%	+$171K	﹤0.01%	1453
2022 Q1	$224K	Buy	+9,252	New	+$218K	﹤0.01%	1864
2021 Q4	–	Sell	-9,092	Closed	-$238K	–	2212
2021 Q3	$238K	Buy	+9,092	New	+$242K	﹤0.01%	1717

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

Michael Gelband's CNM Position: Q2 2026 in Review

Michael Gelband opened a new position in Core & Main (CNM) in Q2 2026: 201,418 shares worth $9.72M. The stake represents 0.06% of the portfolio and ranks #298 among its holdings. This is a return to the name: Michael Gelband previously reported a position in CNM as recently as Q4 2024.

Michael Gelband first reported a position in CNM in Q3 2021 and has held it in 12 quarters since. The position peaked at $15.7M in Q4 2024. 450 funds tracked by Wall St. Rank hold CNM as of Q2 2026.

Michael Gelband held 201,418 shares of Core & Main worth $9.72M as of Q2 2026.
Core & Main was a new Michael Gelband position in Q2 2026.
Core & Main made up 0.06% of Michael Gelband's portfolio in Q2 2026, its #298 holding.
Michael Gelband first reported a position in Core & Main in Q3 2021 and has held it in 12 quarters since.
Michael Gelband's Core & Main position peaked at $15.7M in Q4 2024.
450 funds tracked by Wall St. Rank held Core & Main as of Q2 2026.

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