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True Wealth Design’s Core & Main CNM Stock Holding History

True Wealth Design’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
Q3 		$13.6K Buy
328
+195
+147% +$8.59K ﹤0.01% 955
2026
Q2 		$6.42K Sell
133
-23
-15% -$1.14K ﹤0.01% 1227
2026
Q1 		$7.71K Buy
156
+148
+1,850% +$7.97K ﹤0.01% 1061
2025
Q4 		$416 Sell
8
-30
-79% -$1.54K ﹤0.01% 2010
2025
Q3 		$2.05K Buy
38
+1
+3% +$61 ﹤0.01% 1447
2025
Q2 		$2.23K Hold
37
– – ﹤0.01% 1142
2025
Q1 		$1.79K Buy
+37
New +$1.92K ﹤0.01% 1049

Other funds holding CNM

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
SWM
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

True Wealth Design's CNM Position: Q3 2026 in Review

True Wealth Design increased its Core & Main (CNM) stake by 147% in Q3 2026, buying an estimated $8.59K and bringing the position to 328 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

True Wealth Design first reported a position in CNM in Q1 2025 and has held it in 7 quarters since. 22 funds tracked by Wall St. Rank hold CNM as of Q3 2026.

  • True Wealth Design held 328 shares of Core & Main worth $13.6K as of Q3 2026.
  • True Wealth Design bought 195 Core & Main shares in Q3 2026, an estimated $8.59K.
  • Core & Main made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #955 holding.
  • True Wealth Design first reported a position in Core & Main in Q1 2025 and has held it in 7 quarters since.
  • 22 funds tracked by Wall St. Rank held Core & Main as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.