Polen Capital Management
CCJ icon

Polen Capital Management’s Cameco CCJ Stock Holding History

Polen Capital Management’s Portfolio CCJ Stock Details CCJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.03M Buy
68,968
+48,758
+241% +$5.47M 0.06% 52
2026
Q1 		$2.2M Sell
20,210
-7,964
-28% -$911K 0.02% 97
2025
Q4 		$2.58M Sell
28,174
-10,448
-27% -$941K 0.01% 80
2025
Q3 		$3.24M Sell
38,622
-6,994
-15% -$542K 0.01% 76
2025
Q2 		$3.39M Buy
+45,616
New +$2.43M 0.01% 60

Other funds holding CCJ

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Polen Capital Management's CCJ Position: Q2 2026 in Review

Polen Capital Management increased its Cameco (CCJ) stake by 241% in Q2 2026, buying an estimated $5.47M and bringing the position to 68,968 shares worth $7.03M. The position accounts for 0.06% of the portfolio, ranked #52.

Polen Capital Management first reported a position in CCJ in Q2 2025 and has held it in 5 quarters since. 1,033 funds tracked by Wall St. Rank hold CCJ as of Q2 2026.

  • Polen Capital Management held 68,968 shares of Cameco worth $7.03M as of Q2 2026.
  • Polen Capital Management bought 48,758 Cameco shares in Q2 2026, an estimated $5.47M.
  • Cameco made up 0.06% of Polen Capital Management's portfolio in Q2 2026, its #52 holding.
  • Polen Capital Management first reported a position in Cameco in Q2 2025 and has held it in 5 quarters since.
  • 1,033 funds tracked by Wall St. Rank held Cameco as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.