Mirova’s Core & Main CNM Stock Holding History

Mirova’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	$19.3M	Sell	399,233 -18,767	-4%	-$928K	0.71%	39
2026 Q1	$20.6M	Buy	+418,000	New	+$22.5M	0.84%	34
2025 Q4	–	Sell	-5,223	Closed	-$281K	–	98
2025 Q3	$281K	Sell	5,223 -30,803	-86%	-$1.87M	0.04%	101
2025 Q2	$2.17M	Buy	36,026 +3,841	+12%	+$205K	0.31%	64
2025 Q1	$1.55M	Sell	32,185 -2,776	-8%	-$144K	0.28%	68
2024 Q4	$1.78M	Hold	34,961	–	–	0.31%	65
2024 Q3	$1.55M	Hold	34,961	–	–	0.27%	62
2024 Q2	$1.71M	Hold	34,961	–	–	0.31%	60
2024 Q1	$2M	Buy	+34,961	New	+$1.6M	0.35%	58

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

Mirova's CNM Position: Q2 2026 in Review

Mirova reduced its Core & Main (CNM) stake by 4.5% in Q2 2026, selling an estimated $928K and leaving 399,233 shares worth $19.3M. The position accounts for 0.71% of the portfolio, ranked #39.

Mirova first reported a position in CNM in Q1 2024 and has held it in 9 quarters since. The position peaked at $20.6M in Q1 2026. 453 funds tracked by Wall St. Rank hold CNM as of Q2 2026.

Mirova held 399,233 shares of Core & Main worth $19.3M as of Q2 2026.
Mirova sold 18,767 Core & Main shares in Q2 2026, an estimated $928K.
Core & Main made up 0.71% of Mirova's portfolio in Q2 2026, its #39 holding.
Mirova first reported a position in Core & Main in Q1 2024 and has held it in 9 quarters since.
Mirova's Core & Main position peaked at $20.6M in Q1 2026.
453 funds tracked by Wall St. Rank held Core & Main as of Q2 2026.

Based on Mirova's 13F filing for Q2 2026, filed 13 Aug 2026.