Nuance Investments, LLC Top Holdings and 13F Report (2026) About Nuance Investments, LLCInvestment ActivityNuance Investments, LLC has $717.10 million in total holdings as of March 31, 2026.Nuance Investments, LLC owns shares of 43 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 22.73% of the portfolio was purchased this quarter.About 51.62% of the portfolio was sold this quarter.This quarter, Nuance Investments, LLC has purchased 45 new stocks and bought additional shares in 9 stocks.Nuance Investments, LLC sold shares of 25 stocks and completely divested from 11 stocks this quarter.Largest Holdings California Water Service Group $72,713,945Marten Transport $63,160,816QIAGEN NV $52,862,798Clorox $52,659,091Werner Enterprises $44,718,633 Largest New Holdings this Quarter N72482156 - QIAGEN NV $52,862,798 Holding574795100 - Masimo $43,525,500 Holding026874784 - American International Group $3,891,609 Holding88579Y101 - 3M $3,840,773 Holding00846U101 - Agilent Technologies $3,752,292 Holding Largest Purchases this Quarter QIAGEN NV 1,320,250 shares (about $52.86M)Masimo 244,704 shares (about $43.53M)KIMBERLY-CLARK CORP 198,855 shares (about $19.18M)Waters 39,919 shares (about $11.89M)Thermo Fisher Scientific 9,311 shares (about $4.58M) Largest Sales this Quarter H2O AMERICA 515,078 shares (about $30.22M)Clorox 278,644 shares (about $28.88M)Kenvue 1,158,461 shares (about $19.97M)Marten Transport 1,456,920 shares (about $19.13M)IDEX 72,627 shares (about $13.77M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNuance Investments, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCWTCalifornia Water Service Group$72,713,945$10,049,250 â–¼-12.1%1,603,74810.1%UtilitiesMRTNMarten Transport$63,160,816$19,129,360 â–¼-23.2%4,810,4208.8%TransportationQIAGEN NV$52,862,798$52,862,798 â–²New Holding1,320,2507.4%ORD SHARESCLXClorox$52,659,091$28,875,891 â–¼-35.4%508,1457.3%Consumer StaplesWERNWerner Enterprises$44,718,633$12,600,389 â–¼-22.0%1,520,5256.2%TransportationSOLVENTUM CORP$43,826,309$1,898,925 â–²4.5%671,1536.1%COM SHSMASIMasimo$43,525,500$43,525,500 â–²New Holding244,7046.1%MedicalKIMBERLY-CLARK CORP$29,704,555$19,183,539 â–²182.3%307,9154.1%COMKVUEKenvue$28,541,238$19,971,871 â–¼-41.2%1,655,5244.0%Consumer StaplesH2O AMERICA$22,977,866$30,219,620 â–¼-56.8%391,6463.2%COMGLGlobe Life$21,838,424$10,398,507 â–¼-32.3%156,9193.0%FinanceATRAptarGroup$19,586,425$11,690,886 â–¼-37.4%155,4232.7%IndustrialsLNNLindsay$19,256,218$2,006,208 â–¼-9.4%161,7222.7%IndustrialsEGEverest Group$17,508,570$783,780 â–¼-4.3%53,5682.4%FinanceBDXBecton, Dickinson and Company$16,789,551$2,897,759 â–¼-14.7%106,7832.3%MedicalTMOThermo Fisher Scientific$14,903,652$4,576,627 â–²44.3%30,3212.1%MedicalCVGWCalavo Growers$14,690,672$585,278 â–²4.1%569,6272.0%Consumer StaplesAVAAvista$14,579,542$1,774,069 â–²13.9%363,2172.0%UtilitiesHSICHenry Schein$14,287,203$6,517,372 â–¼-31.3%193,8562.0%MedicalWATWaters$12,060,993$11,887,970 â–²6,870.7%40,5001.7%MedicalIEXIDEX$8,495,702$13,766,563 â–¼-61.8%44,8201.2%IndustrialsWTRGEssential Utilities$7,844,607$2,769,170 â–²54.6%194,8001.1%UtilitiesCNH INDL N V$7,184,357$2,927,861 â–¼-29.0%653,1231.0%SHSNKENIKE$6,813,951$743,865 â–¼-9.8%129,0031.0%Consumer DiscretionaryPORPortland General Electric$6,778,195$9,380,862 â–¼-58.1%128,4480.9%UtilitiesAREAlexandria Real Estate Equities$6,528,377$2,360,135 â–¼-26.6%140,6370.9%FinanceDGXQuest Diagnostics$4,809,287$6,078,437 â–¼-55.8%24,5400.7%MedicalAVOMission Produce$4,149,687$2,617,579 â–¼-38.7%301,5760.6%Consumer StaplesSEMRUSH HLDGS INC$4,001,555$1,007,986 â–¼-20.1%335,1390.6%CL A COMRGAReinsurance Group of America$3,941,203$3,904,453 â–¼-49.8%19,3040.5%FinanceAIGAmerican International Group$3,891,609$3,891,609 â–²New Holding51,7160.5%FinanceMMM3M$3,840,773$3,840,773 â–²New Holding26,4460.5%Multi-Sector ConglomeratesHEALTHPEAK PROPERTIES INC$3,758,680$1,408,299 â–²59.9%228,7690.5%COMAAgilent Technologies$3,752,292$3,752,292 â–²New Holding32,9210.5%MedicalIWSiShares Russell Mid-Cap Value ETF$3,707,803$5,066,019 â–¼-57.7%25,4400.5%ETFMSEXMiddlesex Water$2,976,568$2,976,568 â–²New Holding57,1870.4%UtilitiesELEstee Lauder Companies$2,572,810$2,338,840 â–²999.6%35,8480.4%Consumer StaplesNTRSNorthern Trust$2,197,359$4,264,641 â–¼-66.0%15,7440.3%FinanceGGGGraco$1,978,047$664,174 â–¼-25.1%23,3670.3%IndustrialsAWRAmerican States Water$1,956,453$1,956,453 â–²New Holding25,8720.3%UtilitiesAWKAmerican Water Works$1,940,043$3,180,876 â–¼-62.1%14,2560.3%UtilitiesABTAbbott Laboratories$1,903,288$1,903,288 â–²New Holding18,5380.3%MedicalDHRDanaher$1,888,681$1,888,681 â–²New Holding9,9610.3%MedicalASPEN INSURANCE HOLDINGS LTD$0$57,182,793 â–¼-100.0%00.0%ORD SHS CL AQIAGEN NV$0$36,137,350 â–¼-100.0%00.0%COM SHSHOLXHologic$0$26,877,774 â–¼-100.0%00.0%MedicalKNXKnight-Swift Transportation$0$9,654,554 â–¼-100.0%00.0%TransportationTTCToro$0$6,405,706 â–¼-100.0%00.0%Consumer DiscretionaryNOCNorthrop Grumman$0$5,116,546 â–¼-100.0%00.0%AerospaceEXASExact Sciences$0$4,977,974 â–¼-100.0%00.0%MedicalEDConsolidated Edison$0$4,891,072 â–¼-100.0%00.0%UtilitiesMKCMcCormick & Company, Incorporated$0$4,739,574 â–¼-100.0%00.0%Consumer StaplesFDSFactSet Research Systems$0$2,494,424 â–¼-100.0%00.0%Business ServicesIJJiShares S&P Mid-Cap 400 Value ETF$0$610,449 â–¼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
