Mirova Reduced Holdings in Q2 2025

Mirova

  • $692 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TMO
Thermo Fisher Scientific Inc.

Healthcare
-13.2K
- 8.7%
$390.26 - $489.06 $5.14M - $6.45M
138K $56.1M
EXPO
Exponent Inc

Industrials
-26.7K
- 47.4%
$72.88 - $81.75 $1.95M - $2.18M
29.7K $2.22M
CSCO
Cisco Systems, Inc.

Technology
-33.1K
- 82.09%
$53.19 - $69.38 $1.76M - $2.29M
7.21K $500K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-12.4K
- 23.09%
$110.23 - $131.5 $1.37M - $1.63M
41.3K $5.11M
GM
General Motors CO

Consumer Cyclical
-30K
- 22.39%
$42.48 - $50.46 $1.27M - $1.51M
104K $5.12M
ENPH
Enphase Energy, Inc.

Technology
-13.9K
- 50.64%
$34.56 - $62.52 $481K - $870K
13.6K $537K
BMY
Bristol Myers Squibb CO

Healthcare
-10.1K
- 68.42%
$44.12 - $59.6 $447K - $604K
4.68K $216K
VZ
Verizon Communications Inc

Communication Services
-11.6K
- 20.43%
$41.67 - $45.62 $483K - $529K
45.1K $1.95M
NOVT
Novanta Inc

Technology
-3.74K
- 62.3%
N/A
2.26K $356K
ALV
Autoliv Inc

Consumer Cyclical
-7.1K
- 70.82%
$76.77 - $113.1 $545K - $803K
2.92K $327K
BCC
Boise Cascade CO

Basic Materials
-3.04K
- 42.93%
$83.96 - $102.07 $255K - $310K
4.04K $350K
NEE
Nextera Energy Inc

Utilities
-2.76K
- 5.54%
$64.11 - $75.0 $177K - $207K
47K $3.26M
ADBE
Adobe Inc.

Technology
-624
- 41.08%
$340.0 - $420.68 $212K - $263K
895 $346K
GIS
General Mills Inc

Consumer Defensive
-3.4K
- 46.63%
$50.37 - $60.97 $171K - $207K
3.89K $201K
LKQ
Lkq Corp

Consumer Cyclical
-5.16K
- 74.18%
$36.86 - $43.38 $190K - $224K
1.79K $66K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-10.6K
- 15.47%
$45.98 - $56.15 $487K - $595K
57.9K $3.25M
PFE
Pfizer Inc

Healthcare
-3.81K
- 5.27%
$21.59 - $24.84 $82.2K - $94.6K
68.4K $1.66M
BDX
Becton Dickinson & CO

Healthcare
-247
- 11.49%
$165.15 - $226.42 $40.8K - $55.9K
1.9K $327K
DHR
Danaher Corp

Healthcare
-472
- 12.01%
$174.64 - $205.16 $82.4K - $96.8K
3.46K $683K
ADSK
Autodesk, Inc.

Technology
-406
- 18.68%
N/A
1.77K $434K
BSX
Boston Scientific Corp

Healthcare
-2.14K
- 9.57%
$89.7 - $107.41 $192K - $229K
20.2K $2.17M
SHOP
Shopify Inc.

Technology
-896
- 81.01%
$76.89 - $115.35 $68.9K - $103K
210 $24K
RUN
Sunrun Inc.

Technology
-234K
- 29.37%
$5.67 - $12.85 $1.33M - $3.01M
564K $4.61M
MP
Mp Materials Corp.

Basic Materials
-15K
- 28.36%
$18.77 - $37.74 $282K - $566K
37.9K $1.26M
ONON
On Holding Ag

Consumer Cyclical
-2.31K
- 19.99%
$37.65 - $60.68 $87K - $140K
9.24K $481K
A
Agilent Technologies, Inc.

Healthcare
-95
- 5.09%
$99.29 - $120.52 $9.43K - $11.4K
1.77K $208K
EMN
Eastman Chemical CO

Basic Materials
-24
- 5.0%
$72.7 - $88.29 $1.74K - $2.12K
456 $34K
CCK
Crown Holdings Inc

Consumer Cyclical
-122
- 3.58%
$78.47 - $104.45 $9.57K - $12.7K
3.29K $338K
DXCM
Dexcom Inc

Healthcare
-752
- 13.44%
$59.83 - $87.57 $45K - $65.9K
4.84K $422K
AGCO
Agco Corp

Industrials
-169
- 1.7%
$75.77 - $108.43 $12.8K - $18.3K
9.79K $1.01M
MPWR
Monolithic Power Systems Inc

Technology
-302
- 9.84%
$455.19 - $737.73 $137K - $223K
2.77K $2.02M
ORCL
Oracle Corp

Technology
-2.02K
- 15.37%
$122.82 - $218.63 $248K - $442K
11.1K $2.43M
TT
Trane Technologies PLC

Industrials
-986
- 7.42%
$315.21 - $437.41 $311K - $431K
12.3K $5.38M
TPC
Tutor Perini Corp

Industrials
-16.5K
- 23.09%
$19.63 - $46.85 $324K - $773K
54.9K $2.57M
FLEX
Flex Ltd.

Technology
-8.5K
- 10.07%
$26.68 - $50.09 $227K - $426K
76K $3.79M
Activity Summary
Buys All Purchases 68 New Holdings 7 Increased Positions 61 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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