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United Financial Planning Group’s Core & Main CNM Stock Holding History

United Financial Planning 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
Q1 		– Sell
-9
Closed -$468 – 501
2025
Q4 		$468 Buy
+9
New +$462 ﹤0.01% 400

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

United Financial Planning Group's CNM Position: Q1 2026 in Review

United Financial Planning Group sold out of Core & Main (CNM) in Q1 2026, closing a stake of 9 shares — an estimated $468 sold.

United Financial Planning Group first reported a position in CNM in Q4 2025 and held it in 1 quarter. The position peaked at $468 in Q4 2025. 475 funds tracked by Wall St. Rank hold CNM as of Q1 2026.

  • United Financial Planning Group reported no remaining Core & Main position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 9 Core & Main shares in Q1 2026, an estimated $468.
  • United Financial Planning Group first reported a position in Core & Main in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Core & Main position peaked at $468 in Q4 2025.
  • 475 funds tracked by Wall St. Rank held Core & Main as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.