Wcm Investment Management, LLC Incresed Positions in Q2 2025

Wcm Investment Management, LLC

  • $39.8 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TREX
Trex CO Inc

Industrials
505
+ 11.92%
$50.52 - $61.77 $25.5K - $31.2K
4.74K $257K
BAH
Booz Allen Hamilton Holding Corp

Industrials
170
+ 0.7%
$99.97 - $129.69 $17K - $22K
24.4K $2.54M
MOH
Molina Healthcare, Inc.

Healthcare
191
+ 11.39%
$290.25 - $353.24 $55.4K - $67.5K
1.87K $556K
Wns Hldgs LTD
32.1K
+ 9.02%
N/A
388K $0
Viking Holdings LTD
43
+ 0.04%
N/A
121K $0
Biohaven LTD
20.1K
+ 7.4%
N/A
292K $0
Linde PLC
61.8K
+ 1.85%
N/A
3.4M $0
Brookfield Corp
366
+ 0.46%
N/A
80.2K $0
Ftai Aviation LTD
16.7K
+ 6.91%
N/A
259K $0
Sharkninja Inc
354K
+ 159.67%
N/A
576K $0
Ge Vernova Inc
29.7K
+ 4.71%
N/A
659K $0
Klaviyo Inc
229K
+ 58.71%
N/A
619K $0
CHE
Chemed Corp

Healthcare
66
+ 11.56%
$486.93 - $619.21 $32.1K - $40.9K
637 $310K
CB
Chubb LTD

Financial Services
68
+ 0.69%
$274.32 - $302.46 $18.7K - $20.6K
9.97K $2.89M
MAS
Masco Corp

Industrials
326
+ 0.73%
$58.73 - $71.06 $19.1K - $23.2K
45K $2.9M
RLI
Rli Corp

Financial Services
1.44K
+ 3.31%
$71.27 - $80.82 $102K - $116K
44.9K $3.24M
SLB
Schlumberger Limited

Energy
403
+ 0.81%
$31.95 - $42.2 $12.9K - $17K
50.1K $1.69M
KMX
Carmax Inc

Consumer Cyclical
197
+ 0.51%
$62.27 - $82.77 $12.3K - $16.3K
39K $2.62M
WSO
Watsco Inc

Industrials
11
+ 0.17%
$421.84 - $520.66 $4.64K - $5.73K
6.41K $2.83M
AXSM
Axsome Therapeutics, Inc.

Healthcare
7.72K
+ 6.89%
$95.65 - $116.49 $738K - $899K
120K $12.5M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
4.68K
+ 1.0%
$26.94 - $34.72 $126K - $162K
474K $14.9M
LLY
Eli Lilly & CO

Healthcare
38
+ 0.22%
$713.71 - $898.95 $27.1K - $34.2K
17K $13.2M
AVNT
Avient Corp

Basic Materials
26.7K
+ 6.06%
$28.93 - $39.01 $771K - $1.04M
467K $15.1M
LNTH
Lantheus Holdings, Inc.

Healthcare
8.74K
+ 6.87%
$73.86 - $108.74 $646K - $950K
136K $11.1M
ACIW
Aci Worldwide, Inc.

Technology
18.8K
+ 5.84%
$44.59 - $57.17 $840K - $1.08M
342K $15.7M
ASH
Ashland Global Holdings Inc

Basic Materials
2.01K
+ 0.74%
$46.53 - $57.87 $93.4K - $116K
273K $13.7M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
64.7K
+ 5.89%
$421.16 - $509.5 $27.3M - $33M
1.16M $518M
AJG
Arthur J. Gallagher & Co.

Financial Services
128K
+ 5.48%
$310.86 - $348.77 $39.8M - $44.7M
2.46M $789M
WCN
Waste Connections, Inc.

Industrials
118K
+ 1.85%
$183.26 - $199.95 $21.6M - $23.6M
6.5M $1.21B
UNH
Unitedhealth Group Inc

Healthcare
55.4K
+ 4.56%
$274.35 - $599.47 $15.2M - $33.2M
1.27M $397M
Activity Summary
Buys All Purchases 144 New Holdings 13 Increased Positions 131 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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