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NI

Nuance Investments Portfolio holdings

AUM $588M
1-Year Est. Return 6.93%
This Fund
S&P 500
This Quarter Est. Return
+4.55%
1 Year Est. Return
+6.93%
3 Year Est. Return
-3.13%
5 Year Est. Return
-5.61%
10 Year Est. Return
+43.7%
AUM
$588M
AUM Growth
-$129M
Cap. Flow
-$179M
Cap. Flow %
-30.47%
Top 10 Hldgs %
58.83%
Holding
56
New
13
Increased
14
Reduced
25
Closed
4

Top Buys

Rank Stock Value
1
TMHC
Taylor Morrison
TMHC
+$33.6M
2
ACN icon
Accenture
ACN
+$23.6M
3
QGEN icon
Qiagen
QGEN
+$10.2M
4
ALC icon
Alcon
ALC
+$7.76M
5
POR icon
Portland General Electric
POR
+$7.4M

Top Sells

Rank Stock Value
1
MRTN icon
Marten Transport
MRTN
+$67.8M
2
WERN icon
Werner Enterprises
WERN
+$50.1M
3
MASI
Masimo
MASI
+$43.5M
4
CWT icon
California Water Service
CWT
+$22.9M
5
GL icon
Globe Life
GL
+$22.9M

Sector Composition

Rank Sector Weight
1 Healthcare 33.06%
2 Consumer Staples 19.17%
3 Utilities 18.55%
4 Industrials 11.36%
5 Consumer Discretionary 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVO icon
26
Mission Produce
AVO
$1.13B
$5.91M 1.01%
501,087
+199,511
+66% +$2.52M
GGG icon
27
Graco
GGG
$12.8B
$5.88M 1%
77,729
+54,362
+233% +$4.29M
DGX icon
28
Quest Diagnostics
DGX
$26.8B
$5.82M 0.99%
27,470
+2,930
+12% +$575K
MSEX icon
29
Middlesex Water
MSEX
$1.1B
$4.82M 0.82%
85,830
+28,643
+50% +$1.51M
AWK icon
30
American Water Works
AWK
$27.5B
$4.73M 0.81%
35,967
+21,711
+152% +$2.79M
NOC icon
31
Northrop Grumman
NOC
$77.5B
$4.64M 0.79%
+9,113
New +$5.26M
CALM icon
32
Cal-Maine
CALM
$3.75B
$4.18M 0.71%
+51,918
New +$4.01M
WAT icon
33
Waters Corp
WAT
$40.7B
$4.04M 0.69%
10,762
-29,738
-73% -$10.1M
IWS icon
34
iShares Russell Mid-Cap Value ETF
IWS
$15.8B
$3.76M 0.64%
22,856
-2,584
-10% -$408K
MMM icon
35
3M
MMM
$89.9B
$3.34M 0.57%
20,612
-5,834
-22% -$884K
DHR icon
36
Danaher
DHR
$152B
$3.27M 0.56%
17,162
+7,201
+72% +$1.31M
ALG icon
37
Alamo Group
ALG
$2.01B
$3.23M 0.55%
+19,651
New +$3.18M
DOC icon
38
Healthpeak Properties
DOC
$14.5B
$3.15M 0.54%
147,135
-81,634
-36% -$1.52M
RGA icon
39
Reinsurance Group of America
RGA
$16B
$3.12M 0.53%
14,675
-4,629
-24% -$966K
TOWN icon
40
Towne Bank
TOWN
$3.46B
$3.1M 0.53%
+85,643
New +$2.99M
RAMP icon
41
LiveRamp
RAMP
$2.29B
$3.03M 0.52%
+80,575
New +$2.65M
AIG icon
42
American International
AIG
$40.2B
$2.98M 0.51%
40,045
-11,671
-23% -$887K
STE icon
43
Steris
STE
$22.8B
$2.96M 0.5%
+14,072
New +$3.02M
WDAY icon
44
Workday
WDAY
$49.3B
$2.86M 0.49%
+23,357
New +$2.96M
GL icon
45
Globe Life
GL
$13.3B
$1.92M 0.33%
10,760
-146,159
-93% -$22.9M
A icon
46
Agilent Technologies
A
$43.4B
$1.76M 0.3%
13,235
-19,686
-60% -$2.4M
IEX icon
47
IDEX
IEX
$17B
$1.69M 0.29%
7,459
-37,361
-83% -$7.9M
XYL icon
48
Xylem
XYL
$26B
$1.6M 0.27%
+13,576
New +$1.57M
EL icon
49
Estee Lauder
EL
$37.4B
$1.6M 0.27%
20,227
-15,621
-44% -$1.26M
ED icon
50
Consolidated Edison
ED
$39.8B
$1.55M 0.26%
+14,030
New +$1.53M
1
2
3

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WFA
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TC
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CFMC
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NWA
New World Advisors Hingham, Massachusetts $588M AUM 26.62% 1-Year Est. Return
WPP
Whalerock Point Partners Providence, Rhode Island $587M AUM 29.61% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $588M AUM 14.47% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
HSG
Helen Stephens Group Fort Worth, Texas $589M AUM 18.4% 1-Year Est. Return

Nuance Investments's Q2 2026 Portfolio in Review

As of Q2 2026, Nuance Investments held 56 positions worth $588M, down 18% from $717M the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Nuance Investments withdrew a net $179M in Q2 2026, closing 4 positions and reducing 25 holdings. Its most notable exit was Masimo, an estimated $43.5M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 33% of assets, up from 32% a quarter earlier, followed by Consumer Staples and Utilities.

Against the trend, Nuance Investments opened a new position in Taylor Morrison worth $37.9M.

  • Nuance Investments's largest Q2 2026 buy was Taylor Morrison: 528,263 shares worth $37.9M.
  • Nuance Investments added most to Qiagen in Q2 2026, an estimated $10.2M increase.
  • Nuance Investments's biggest Q2 2026 reduction was Marten Transport, cutting an estimated $67.8M.
  • Nuance Investments fully exited Masimo in Q2 2026, selling an estimated $43.5M.
  • Nuance Investments's ten largest holdings make up 59% of its $588M portfolio in Q2 2026.
  • Nuance Investments opened 13 new positions and closed 4 in Q2 2026.
  • Nuance Investments's portfolio value fell 18% quarter-over-quarter to $588M.

Based on Nuance Investments's 13F filing for Q2 2026, filed 7 Aug 2026.