Select Equity Group
CNM icon

Select Equity Group’s Core & Main CNM Stock Holding History

Select Equity Group’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 		$282M Sell
5,840,259
-1,413,948
-19% -$69.9M 1.39% 23
2026
Q1 		$358M Sell
7,254,207
-524,169
-7% -$28.2M 1.83% 19
2025
Q4 		$404M Sell
7,778,376
-1,913,020
-20% -$98.1M 1.74% 19
2025
Q3 		$522M Sell
9,691,396
-1,774,298
-15% -$107M 2.15% 18
2025
Q2 		$692M Sell
11,465,694
-1,416,225
-11% -$75.7M 2.9% 7
2025
Q1 		$622M Sell
12,881,919
-300,860
-2% -$15.6M 2.69% 8
2024
Q4 		$671M Sell
13,182,779
-3,192,243
-19% -$150M 2.67% 11
2024
Q3 		$727M Buy
16,375,022
+948,245
+6% +$45.4M 2.61% 12
2024
Q2 		$755M Buy
15,426,777
+39,475
+0.3% +$2.19M 2.97% 10
2024
Q1 		$881M Buy
15,387,302
+6,227,696
+68% +$285M 3.12% 9
2023
Q4 		$370M Buy
9,159,606
+4,501,687
+97% +$152M 1.32% 23
2023
Q3 		$134M Sell
4,657,919
-159,841
-3% -$4.93M 0.55% 45
2023
Q2 		$151M Sell
4,817,760
-1,069,877
-18% -$28.6M 0.56% 46
2023
Q1 		$136M Sell
5,887,637
-3,432,829
-37% -$75.6M 0.48% 49
2022
Q4 		$180M Sell
9,320,466
-2,058,970
-18% -$43.9M 0.68% 41
2022
Q3 		$259M Buy
11,379,436
+211,146
+2% +$4.93M 0.9% 35
2022
Q2 		$249M Sell
11,168,290
-470,793
-4% -$10.9M 0.8% 38
2022
Q1 		$282M Buy
11,639,083
+3,018,351
+35% +$71M 0.91% 34
2021
Q4 		$262M Buy
8,620,732
+417,099
+5% +$11.4M 0.71% 44
2021
Q3 		$215M Buy
+8,203,633
New +$218M 0.72% 44

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Select Equity Group's CNM Position: Q2 2026 in Review

Select Equity Group reduced its Core & Main (CNM) stake by 19% in Q2 2026, selling an estimated $69.9M and leaving 5,840,259 shares worth $282M. The position accounts for 1.39% of the portfolio, ranked #23.

Select Equity Group first reported a position in CNM in Q3 2021 and has held it in 20 quarters since. The position peaked at $881M in Q1 2024. 453 funds tracked by Wall St. Rank hold CNM as of Q2 2026.

  • Select Equity Group held 5,840,259 shares of Core & Main worth $282M as of Q2 2026.
  • Select Equity Group sold 1,413,948 Core & Main shares in Q2 2026, an estimated $69.9M.
  • Core & Main made up 1.39% of Select Equity Group's portfolio in Q2 2026, its #23 holding.
  • Select Equity Group first reported a position in Core & Main in Q3 2021 and has held it in 20 quarters since.
  • Select Equity Group's Core & Main position peaked at $881M in Q1 2024.
  • 453 funds tracked by Wall St. Rank held Core & Main as of Q2 2026.

Based on Select Equity Group's 13F filing for Q2 2026, filed 14 Aug 2026.