Royal London Asset Management’s Core & Main CNM Stock Holding History

Royal London Asset 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
2026 Q2	$265M	Sell	5,488,673 -264,028	-5%	-$13.1M	0.49%	32
2026 Q1	$284M	Buy	5,752,701 +64,106	+1%	+$3.45M	0.6%	22
2025 Q4	$296M	Buy	5,688,595 +632,077	+13%	+$32.4M	0.62%	21
2025 Q3	$272M	Buy	5,056,518 +724,985	+17%	+$43.9M	0.59%	25
2025 Q2	$261M	Sell	4,331,533 -141,418	-3%	-$7.56M	0.6%	23
2025 Q1	$216M	Buy	4,472,951 +662,212	+17%	+$34.3M	0.51%	33
2024 Q4	$194M	Buy	3,810,739 +48,833	+1%	+$2.3M	0.47%	36
2024 Q3	$167M	Buy	3,761,906 +1,073,451	+40%	+$51.4M	0.41%	50
2024 Q2	$132M	Buy	2,688,455 +266,935	+11%	+$14.8M	0.34%	58
2024 Q1	$139M	Buy	2,421,520 +906,323	+60%	+$41.5M	0.35%	58
2023 Q4	$61.2M	Buy	+1,515,197	New	+$51.3M	0.18%	112

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Royal London Asset Management's CNM Position: Q2 2026 in Review

Royal London Asset Management reduced its Core & Main (CNM) stake by 4.6% in Q2 2026, selling an estimated $13.1M and leaving 5,488,673 shares worth $265M. The position accounts for 0.49% of the portfolio, ranked #32.

Royal London Asset Management first reported a position in CNM in Q4 2023 and has held it in 11 quarters since. The position peaked at $296M in Q4 2025. 454 funds tracked by Wall St. Rank hold CNM as of Q2 2026.

Royal London Asset Management held 5,488,673 shares of Core & Main worth $265M as of Q2 2026.
Royal London Asset Management sold 264,028 Core & Main shares in Q2 2026, an estimated $13.1M.
Core & Main made up 0.49% of Royal London Asset Management's portfolio in Q2 2026, its #32 holding.
Royal London Asset Management first reported a position in Core & Main in Q4 2023 and has held it in 11 quarters since.
Royal London Asset Management's Core & Main position peaked at $296M in Q4 2025.
454 funds tracked by Wall St. Rank held Core & Main as of Q2 2026.

Based on Royal London Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.