Silvercrest Asset Management’s Core & Main CNM Stock Holding History

Silvercrest 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 Q1	$30.1M	Sell	610,166 -19,032	-3%	-$1.02M	0.22%	128
2025 Q4	$32.7M	Sell	629,198 -19,800	-3%	-$1.02M	0.22%	123
2025 Q3	$34.9M	Sell	648,998 -25,526	-4%	-$1.55M	0.23%	125
2025 Q2	$40.7M	Sell	674,524 -105,370	-14%	-$5.64M	0.27%	107
2025 Q1	$37.7M	Buy	779,894 +1,712	+0.2%	+$88.7K	0.27%	111
2024 Q4	$39.6M	Sell	778,182 -12,992	-2%	-$612K	0.26%	116
2024 Q3	$35.1M	Sell	791,174 -19,510	-2%	-$935K	0.24%	131
2024 Q2	$39.7M	Sell	810,684 -225,200	-22%	-$12.5M	0.27%	125
2024 Q1	$59.3M	Sell	1,035,884 -57,920	-5%	-$2.65M	0.4%	85
2023 Q4	$44.2M	Buy	1,093,804 +430,406	+65%	+$14.6M	0.31%	113
2023 Q3	$19.1M	Buy	+663,398	New	+$20.5M	0.15%	170

Other funds holding CNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Silvercrest Asset Management's CNM Position: Q1 2026 in Review

Silvercrest Asset Management reduced its Core & Main (CNM) stake by 3% in Q1 2026, selling an estimated $1.02M and leaving 610,166 shares worth $30.1M. The position accounts for 0.22% of the portfolio, ranked #128.

Silvercrest Asset Management first reported a position in CNM in Q3 2023 and has held it in 11 quarters since. The position peaked at $59.3M in Q1 2024. 470 funds tracked by Wall St. Rank hold CNM as of Q1 2026.

Silvercrest Asset Management held 610,166 shares of Core & Main worth $30.1M as of Q1 2026.
Silvercrest Asset Management sold 19,032 Core & Main shares in Q1 2026, an estimated $1.02M.
Core & Main made up 0.22% of Silvercrest Asset Management's portfolio in Q1 2026, its #128 holding.
Silvercrest Asset Management first reported a position in Core & Main in Q3 2023 and has held it in 11 quarters since.
Silvercrest Asset Management's Core & Main position peaked at $59.3M in Q1 2024.
470 funds tracked by Wall St. Rank held Core & Main as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.