MWM
CNM icon

Modern Wealth Management’s Core & Main CNM Stock Holding History

Modern Wealth Management’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
2025
Q4 		– Sell
-3,970
Closed -$214K – 853
2025
Q3 		$214K Buy
3,970
+218
+6% +$13.2K ﹤0.01% 749
2025
Q2 		$226K Buy
+3,752
New +$201K 0.01% 708

Other funds holding CNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Modern Wealth Management's CNM Position: Q4 2025 in Review

Modern Wealth Management sold out of Core & Main (CNM) in Q4 2025, closing a stake of 3,970 shares — an estimated $214K sold.

Modern Wealth Management first reported a position in CNM in Q2 2025 and held it in 2 quarters. The position peaked at $226K in Q2 2025. 439 funds tracked by Wall St. Rank hold CNM as of Q4 2025.

  • Modern Wealth Management reported no remaining Core & Main position as of Q4 2025 after selling out during the quarter.
  • Modern Wealth Management sold 3,970 Core & Main shares in Q4 2025, an estimated $214K.
  • Modern Wealth Management first reported a position in Core & Main in Q2 2025 and held it in 2 quarters.
  • Modern Wealth Management's Core & Main position peaked at $226K in Q2 2025.
  • 439 funds tracked by Wall St. Rank held Core & Main as of Q4 2025.

Based on Modern Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.