Morgan Stanley
CNM icon

Morgan Stanley’s Core & Main CNM Stock Holding History

Morgan Stanley’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 		$291M Buy
6,040,241
+604,561
+11% +$29.9M 0.02% 814
2026
Q1 		$269M Sell
5,435,680
-9,151,179
-63% -$493M 0.02% 802
2025
Q4 		$758M Buy
14,586,859
+1,118,145
+8% +$57.3M 0.05% 387
2025
Q3 		$725M Sell
13,468,714
-2,366,540
-15% -$143M 0.04% 401
2025
Q2 		$956M Buy
15,835,254
+5,212,816
+49% +$279M 0.06% 279
2025
Q1 		$513M Buy
10,622,438
+3,398,945
+47% +$176M 0.04% 456
2024
Q4 		$368M Buy
7,223,493
+4,045,789
+127% +$191M 0.03% 583
2024
Q3 		$141M Sell
3,177,704
-127,692
-4% -$6.12M 0.01% 1015
2024
Q2 		$162M Sell
3,305,396
-962,967
-23% -$53.5M 0.01% 896
2024
Q1 		$244M Sell
4,268,363
-56,327
-1% -$2.58M 0.02% 698
2023
Q4 		$175M Buy
4,324,690
+105,327
+2% +$3.56M 0.02% 838
2023
Q3 		$122M Buy
4,219,363
+788,801
+23% +$24.3M 0.01% 954
2023
Q2 		$108M Sell
3,430,562
-322,214
-9% -$8.63M 0.01% 1044
2023
Q1 		$86.7M Buy
3,752,776
+225,782
+6% +$4.97M 0.01% 1147
2022
Q4 		$68.1M Buy
3,526,994
+2,853,438
+424% +$60.8M 0.01% 1269
2022
Q3 		$15.3M Buy
673,556
+84,018
+14% +$1.96M ﹤0.01% 2490
2022
Q2 		$13.1M Buy
589,538
+431,131
+272% +$9.98M ﹤0.01% 2763
2022
Q1 		$3.83M Sell
158,407
-264,247
-63% -$6.22M ﹤0.01% 3966
2021
Q4 		$12.8M Buy
422,654
+218,932
+107% +$6M ﹤0.01% 2654
2021
Q3 		$5.34M Buy
+203,722
New +$5.42M ﹤0.01% 3615

Other funds holding CNM

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

Morgan Stanley's CNM Position: Q2 2026 in Review

Morgan Stanley increased its Core & Main (CNM) stake by 11% in Q2 2026, buying an estimated $29.9M and bringing the position to 6,040,241 shares worth $291M. The position accounts for 0.02% of the portfolio, ranked #814.

Morgan Stanley first reported a position in CNM in Q3 2021 and has held it in 20 quarters since. The position peaked at $956M in Q2 2025. 451 funds tracked by Wall St. Rank hold CNM as of Q2 2026.

  • Morgan Stanley held 6,040,241 shares of Core & Main worth $291M as of Q2 2026.
  • Morgan Stanley bought 604,561 Core & Main shares in Q2 2026, an estimated $29.9M.
  • Core & Main made up 0.02% of Morgan Stanley's portfolio in Q2 2026, its #814 holding.
  • Morgan Stanley first reported a position in Core & Main in Q3 2021 and has held it in 20 quarters since.
  • Morgan Stanley's Core & Main position peaked at $956M in Q2 2025.
  • 451 funds tracked by Wall St. Rank held Core & Main as of Q2 2026.

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