NUANCE INVESTMENTS, LLC
CIK 1473182
13F filing for Q2 2026・No. 3,552
- Holdings
- US$587.67M
- Quarter change
- −US$129.44M
- Entries
- 52
- Net bought (estimate)
- −US$204.5M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 13
- Sold out 4
- Cut 25
- Added 14
- Corporate actions 0
- Unchanged 0
Largest holdings
52 stocks worth US$587.67M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| QIAGEN NVORD SHARES | Added | 1,595,726 | US$62.39M | 10.62% |
| CWTCALIFORNIA WTR SVC GROUPCOM | Cut | 1,096,077 | US$53.32M | 9.07% |
| CLXCLOROX CO DELCOM | Added | 528,738 | US$50.46M | 8.59% |
| TMHCTAYLOR MORRISON HOME CORPCOM | New | 528,263 | US$37.9M | 6.45% |
| SOLVSOLVENTUM CORPCOM SHS | Cut | 364,530 | US$28.12M | 4.79% |
| KVUEKENVUE INCCOM | Cut | 1,448,488 | US$27.68M | 4.71% |
| ATRAPTARGROUP INCCOM | Added | 183,170 | US$22.93M | 3.90% |
| KMBKIMBERLY-CLARK CORPCOM | Cut | 207,780 | US$22.81M | 3.88% |
| LINDSAY CORPCOM | Added | 179,283 | US$22.2M | 3.78% |
| TMOTHERMO FISHER SCIENTIFIC INCCOM | Added | 35,664 | US$17.88M | 3.04% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.