Holdings (Monthly) Guide ↗

Nuance Concentrated Value Fund

· Managed Portfolio Series

Monthly Holdings $45M AUM 8 positions Period Apr 2026 Filed Jun 18, 2026 EDGAR ↗ ← All Funds

All 9 New 8 Added 15 Reduced 6 Exited · Apr 2026 vs Jan 2026

#	Name	Ticker	Since	Shares	Shares Δ	Value	Val Δ%	% Port	Cat
1	QIAGEN NV	QGEN	Jan 2026	124,793	+84,253	$4.3M	+889.3%	10.09%	EC
2	Clorox Co/The	CLX	Jan 2026	44,634	+2,214	$4.3M	-10.0%	10.07%	EC
3	Beiersdorf AG	BDRFY	Jan 2026	255,607	+120,008	$4.2M	+31.2%	9.92%	EC
4	Solventum Corp	SOLV	Jan 2026	32,654	+1,080	$2.2M	-9.5%	5.15%	EC
5	Lindsay Corp	LNN	Jan 2026	10,867	+2,779	$1.2M	+20.1%	2.85%	EC
6	Spirax Group PLC	SPXSY	Jan 2026	10,028	+1,363	$488K	+13.3%	1.14%	EC
7	NIKE Inc	NKE	Jan 2026	10,937	+6,442	$485K	+74.6%	1.13%	EC
8	Alexandria Real Estate Equitie	ARE	Jan 2026	8,948	+1,278	$362K	-13.5%	0.85%	EC