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NUANCE INVESTMENTS, LLC

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13F filer, CIK 1473182, Kansas City, MO

NUANCE INVESTMENTS, LLC reported $587,666,389 across 52 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-07. Its ten largest share positions make up 58.83% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001473182-26-000008

Period
2026-06-30
Reported value
$588M
Holdings
52
Top 10 weight
58.83%
New
13
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TMHCnew+528,263$37.9M
ACNnew+136,204$16.9M
QGENadded+275,476$10.8M
PORadded+145,928$7.56M
TECHnew+105,796$7.47M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MRTNreduced-4,263,549-$74M
WERNreduced-1,330,580-$58M
MASIexited-244,704-$43.5M
GLreduced-146,159-$26.1M
CWTreduced-507,671-$24.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001473182-26-000008, largest first. % of portfolio is the value over $587,666,389, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
QGENQIAGEN NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,320,250 shares; 2026Q2: 1,595,726 shares 1,595,726$62.4M10.62%+275,476Timeline
CWTCALIFORNIA WTR SVC GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,633,693 shares; 2024Q4: 1,490,168 shares; 2025Q1: 2,017,511 shares; 2025Q2: 1,728,615 shares; 2025Q3: 1,764,459 shares; 2025Q4: 1,825,390 shares; 2026Q1: 1,603,748 shares; 2026Q2: 1,096,077 shares 1,096,077$53.3M9.07%-507,671Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 875,994 shares; 2024Q4: 359,112 shares; 2025Q1: 300,267 shares; 2025Q2: 848,106 shares; 2025Q3: 694,817 shares; 2025Q4: 786,789 shares; 2026Q1: 508,145 shares; 2026Q2: 528,738 shares 528,738$50.5M8.59%+20,593Timeline
TMHCTAYLOR MORRISON HOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 528,263 shares 528,263$37.9M6.45%newTimeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,639,353 shares; 2024Q4: 1,356,217 shares; 2025Q1: 700,370 shares; 2025Q2: 883,392 shares; 2025Q3: 696,967 shares; 2025Q4: 642,073 shares; 2026Q1: 671,153 shares; 2026Q2: 364,530 shares 364,530$28.1M4.79%-306,623Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 379,568 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 713,402 shares; 2025Q4: 2,813,985 shares; 2026Q1: 1,655,524 shares; 2026Q2: 1,448,488 shares 1,448,488$27.7M4.71%-207,036Timeline
ATRAPTARGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,637 shares; 2024Q4: 85,622 shares; 2025Q1: 144,710 shares; 2025Q2: 72,880 shares; 2025Q3: 102,960 shares; 2025Q4: 248,193 shares; 2026Q1: 155,423 shares; 2026Q2: 183,170 shares 183,170$22.9M3.9%+27,747Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 626,401 shares; 2024Q4: 509,202 shares; 2025Q1: 110,595 shares; 2025Q2: 149,384 shares; 2025Q3: 204,977 shares; 2025Q4: 109,060 shares; 2026Q1: 307,915 shares; 2026Q2: 207,780 shares 207,780$22.8M3.88%-100,135Timeline
LNNLINDSAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230,779 shares; 2024Q4: 170,845 shares; 2025Q1: 66,727 shares; 2025Q2: 52,214 shares; 2025Q3: 45,381 shares; 2025Q4: 178,571 shares; 2026Q1: 161,722 shares; 2026Q2: 179,283 shares 179,283$22.2M3.78%+17,561Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,400 shares; 2024Q4: 8,010 shares; 2025Q1: 6,582 shares; 2025Q2: 87,895 shares; 2025Q3: 52,997 shares; 2025Q4: 21,010 shares; 2026Q1: 30,321 shares; 2026Q2: 35,664 shares 35,664$17.9M3.04%+5,343Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 136,204 shares 136,204$16.9M2.88%newTimeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32,049 shares; 2025Q1: 63,551 shares; 2025Q2: 251,889 shares; 2025Q3: 166,535 shares; 2025Q4: 125,213 shares; 2026Q1: 106,783 shares; 2026Q2: 96,615 shares 96,615$14.6M2.49%-10,168Timeline
PORPORTLAND GEN ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 694,282 shares; 2024Q4: 664,985 shares; 2025Q1: 192,295 shares; 2025Q2: 126,885 shares; 2025Q3: 396,173 shares; 2025Q4: 306,217 shares; 2026Q1: 128,448 shares; 2026Q2: 274,376 shares 274,376$14.2M2.42%+145,928Timeline
HSICSCHEIN HENRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,278,081 shares; 2024Q4: 1,969,166 shares; 2025Q1: 910,463 shares; 2025Q2: 808,457 shares; 2025Q3: 314,208 shares; 2025Q4: 282,287 shares; 2026Q1: 193,856 shares; 2026Q2: 168,165 shares 168,165$14M2.39%-25,691Timeline
AVAAVISTA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 858,376 shares; 2024Q4: 784,923 shares; 2025Q1: not reported; 2025Q2: 191,671 shares; 2025Q3: 288,203 shares; 2025Q4: 319,020 shares; 2026Q1: 363,217 shares; 2026Q2: 289,030 shares 289,030$11.8M2.01%-74,187Timeline
EGEVEREST GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,982 shares; 2025Q1: 16,404 shares; 2025Q2: 21,036 shares; 2025Q3: 33,493 shares; 2025Q4: 55,966 shares; 2026Q1: 53,568 shares; 2026Q2: 28,398 shares 28,398$10.1M1.73%-25,170Timeline
MRTNMARTEN TRANS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,627,111 shares; 2024Q4: 3,196,811 shares; 2025Q1: 5,237,442 shares; 2025Q2: 5,745,928 shares; 2025Q3: 6,122,415 shares; 2025Q4: 6,267,340 shares; 2026Q1: 4,810,420 shares; 2026Q2: 546,871 shares 546,871$9.49M1.61%-4,263,549Timeline
HTOH2O AMERICAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,204,519 shares; 2024Q4: 1,256,548 shares; 2025Q1: 1,167,968 shares; 2025Q2: 964,800 shares; 2025Q3: 1,021,922 shares; 2025Q4: 906,724 shares; 2026Q1: 391,646 shares; 2026Q2: 154,446 shares 154,446$9.39M1.6%-237,200Timeline
WTRGESSENTIAL UTILS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 126,035 shares; 2026Q1: 194,800 shares; 2026Q2: 238,896 shares 238,896$9.15M1.56%+44,096Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 90,759 shares; 2025Q1: 132,438 shares; 2025Q2: 173,853 shares; 2025Q3: 78,082 shares; 2025Q4: 143,086 shares; 2026Q1: 129,003 shares; 2026Q2: 220,836 shares 220,836$9.07M1.54%+91,833Timeline
WERNWERNER ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,943,893 shares; 2024Q4: 3,612,594 shares; 2025Q1: 2,833,654 shares; 2025Q2: 2,589,790 shares; 2025Q3: 1,957,825 shares; 2025Q4: 1,948,964 shares; 2026Q1: 1,520,525 shares; 2026Q2: 189,945 shares 189,945$8.28M1.41%-1,330,580Timeline
TECHBIO-TECHNE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 105,796 shares 105,796$7.47M1.27%newTimeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 110,772 shares 110,772$7.43M1.26%newTimeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 70,592 shares; 2025Q1: 47,030 shares; 2025Q2: 50,573 shares; 2025Q3: 36,348 shares; 2025Q4: 191,480 shares; 2026Q1: 140,637 shares; 2026Q2: 126,634 shares 126,634$6.69M1.14%-14,003Timeline
CNHCNH INDL N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,400,774 shares; 2025Q1: 491,384 shares; 2025Q2: 570,765 shares; 2025Q3: 633,272 shares; 2025Q4: 919,292 shares; 2026Q1: 653,123 shares; 2026Q2: 572,723 shares 572,723$6.43M1.09%-80,400Timeline
AVOMISSION PRODUCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,922,979 shares; 2024Q4: 1,954,991 shares; 2025Q1: 1,939,257 shares; 2025Q2: 971,056 shares; 2025Q3: 444,288 shares; 2025Q4: 491,807 shares; 2026Q1: 301,576 shares; 2026Q2: 501,087 shares 501,087$5.91M1.01%+199,511Timeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 456,680 shares; 2024Q4: 334,811 shares; 2025Q1: 102,794 shares; 2025Q2: 87,659 shares; 2025Q3: 65,986 shares; 2025Q4: 31,213 shares; 2026Q1: 23,367 shares; 2026Q2: 77,729 shares 77,729$5.88M1%+54,362Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,207 shares; 2025Q4: 55,556 shares; 2026Q1: 24,540 shares; 2026Q2: 27,470 shares 27,470$5.82M0.99%+2,930Timeline
MSEXMIDDLESEX WTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,187 shares; 2026Q2: 85,830 shares 85,830$4.82M0.82%+28,643Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,476 shares; 2024Q4: 167,435 shares; 2025Q1: 143,054 shares; 2025Q2: 130,461 shares; 2025Q3: 99,995 shares; 2025Q4: 37,630 shares; 2026Q1: 14,256 shares; 2026Q2: 35,967 shares 35,967$4.73M0.81%+21,711Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,953 shares; 2024Q4: 90,673 shares; 2025Q1: 27,996 shares; 2025Q2: 49,737 shares; 2025Q3: 9,403 shares; 2025Q4: 8,973 shares; 2026Q1: not reported; 2026Q2: 9,113 shares 9,113$4.64M0.79%newTimeline
CALMCAL MAINE FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51,918 shares 51,918$4.18M0.71%newTimeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,223 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,032 shares; 2025Q3: 146,886 shares; 2025Q4: 581 shares; 2026Q1: 40,500 shares; 2026Q2: 10,762 shares 10,762$4.04M0.69%-29,738Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,811 shares; 2024Q4: 128,916 shares; 2025Q1: 97,008 shares; 2025Q2: 15,045 shares; 2025Q3: 40,300 shares; 2025Q4: 60,199 shares; 2026Q1: 25,440 shares; 2026Q2: 22,856 shares 22,856$3.76M0.64%-2,584Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 878,688 shares; 2024Q4: 585,957 shares; 2025Q1: 1,886 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,446 shares; 2026Q2: 20,612 shares 20,612$3.34M0.57%-5,834Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,961 shares; 2026Q2: 17,162 shares 17,162$3.27M0.56%+7,201Timeline
ALGALAMO GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,651 shares 19,651$3.23M0.55%newTimeline
DOCHEALTHPEAK PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 757,455 shares; 2024Q4: 677,938 shares; 2025Q1: 215,124 shares; 2025Q2: 211,636 shares; 2025Q3: 161,536 shares; 2025Q4: 143,054 shares; 2026Q1: 228,769 shares; 2026Q2: 147,135 shares 147,135$3.15M0.54%-81,634Timeline
RGAREINSURANCE GROUP AMER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 249,053 shares; 2024Q4: 166,353 shares; 2025Q1: 83,430 shares; 2025Q2: 36,239 shares; 2025Q3: 47,334 shares; 2025Q4: 38,428 shares; 2026Q1: 19,304 shares; 2026Q2: 14,675 shares 14,675$3.12M0.53%-4,629Timeline
TOWNTOWNEBANK PORTSMOUTH VAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 301,453 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 85,643 shares 85,643$3.1M0.53%newTimeline
RAMPLIVERAMP HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 80,575 shares 80,575$3.03M0.52%newTimeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,716 shares; 2026Q2: 40,045 shares 40,045$2.98M0.51%-11,671Timeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,072 shares 14,072$2.96M0.5%newTimeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,357 shares 23,357$2.86M0.49%newTimeline
GLGLOBE LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,138,978 shares; 2024Q4: 1,234,069 shares; 2025Q1: 554,521 shares; 2025Q2: 571,567 shares; 2025Q3: 260,218 shares; 2025Q4: 231,637 shares; 2026Q1: 156,919 shares; 2026Q2: 10,760 shares 10,760$1.92M0.33%-146,159Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71,070 shares; 2025Q2: 80,698 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,921 shares; 2026Q2: 13,235 shares 13,235$1.76M0.3%-19,686Timeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,893 shares; 2024Q4: 109,293 shares; 2025Q1: 95,280 shares; 2025Q2: 80,371 shares; 2025Q3: 162,594 shares; 2025Q4: 117,447 shares; 2026Q1: 44,820 shares; 2026Q2: 7,459 shares 7,459$1.69M0.29%-37,361Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,576 shares 13,576$1.6M0.27%newTimeline
ELLAUDER ESTEE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,059,080 shares; 2024Q4: 3,092,268 shares; 2025Q1: 2,447,994 shares; 2025Q2: 1,100,746 shares; 2025Q3: 143,008 shares; 2025Q4: 3,260 shares; 2026Q1: 35,848 shares; 2026Q2: 20,227 shares 20,227$1.6M0.27%-15,621Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,962 shares; 2025Q4: 49,246 shares; 2026Q1: not reported; 2026Q2: 14,030 shares 14,030$1.55M0.26%newTimeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,538 shares; 2026Q2: 17,002 shares 17,002$1.54M0.26%-1,536Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,826,920 shares; 2024Q4: 926,082 shares; 2025Q1: 469,410 shares; 2025Q2: 385,284 shares; 2025Q3: 140,523 shares; 2025Q4: 46,300 shares; 2026Q1: 15,744 shares; 2026Q2: 1,457 shares 1,457$253K0.04%-14,287Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MASIMASIMO CORP244,704$43.5Mshares
CVGWCALAVO GROWERS INC569,627$14.7Mshares
SEMRSEMRUSH HLDGS INC335,139$4Mshares
AWRAMER STATES WTR CO25,872$1.96Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001473182-26-000008 base2026-08-07acceptance time not in the bulk data set