VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. opened 324 positions, added to 1,282, reduced 1,092 and sold out of 347.
- Q2 2026: Stock WCC; Country of operation United States; Class COMMON; Shares before 404,730.
- Q2 2026: Stock MRVL; Country of operation United States; Class COMMON; Shares before 471,884.
- Q2 2026: Stock AMAT; Country of operation United States; Class COMMON; Shares before 201,505.
- Q2 2026: Stock LLY; Country of operation United States; Class COMMON; Shares before 250,918.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1021642), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-16); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-16); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-15); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-22); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-21); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-17); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-28); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-06); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-19); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-18); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-25); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-11); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-13); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-02); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-05); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-12); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-28); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-30); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-10); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-05); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-13); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-22); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 1999-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | WCC
WESCO INTERNATIONAL INC | United States | COMMON | 404,730 | 75,790 | -328,940 | $110,742,223 | $26,180,140 | -$84,562,083 | 2026-07-16 |
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| Q2 2026 | MRVL
MARVELL TECHNOLOGY GROUP LTD | United States | COMMON | 471,884 | 348,304 | -123,580 | $46,740,110 | $103,756,278 | +$57,016,168 | 2026-07-16 |
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| Q2 2026 | AMAT
APPLIED MATERIALS | United States | COMMON | 201,505 | 173,675 | -27,830 | $68,872,394 | $125,567,025 | +$56,694,631 | 2026-07-16 |
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| Q2 2026 | LLY
ELI LILLY & CO | United States | COMMON | 250,918 | 238,515 | -12,403 | $230,786,848 | $286,082,046 | +$55,295,198 | 2026-07-16 |
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| Q2 2026 | SNDK
SANDISK CORP | United States | COMMON | 57,255 | 38,093 | -19,162 | $36,376,391 | $86,613,197 | +$50,236,806 | 2026-07-16 |
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| Q2 2026 | XOMXXXX
EXXON MOBIL CORP | | COMMON | 1,068,757 | 966,792 | -101,965 | $181,325,313 | $132,179,804 | -$49,145,509 | 2026-07-16 |
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| Q2 2026 | URI
UNITED RENTALS INC | United States | COMMON | 130,947 | 124,668 | -6,279 | $95,402,747 | $141,235,131 | +$45,832,384 | 2026-07-16 |
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| Q2 2026 | AROC
ARCHROCK INC | United States | COMMON | 2,502,235 | 1,015,007 | -1,487,228 | $87,077,778 | $41,320,935 | -$45,756,843 | 2026-07-16 |
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| Q2 2026 | GOOGL
ALPHABET INC-CL A | United States | COMMON | 832,437 | 797,067 | -35,370 | $239,375,584 | $284,847,834 | +$45,472,250 | 2026-07-16 |
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| Q2 2026 | VMI
VALMONT INDUSTRIES | United States | COMMON | 252,605 | 247,458 | -5,147 | $100,933,379 | $142,931,741 | +$41,998,362 | 2026-07-16 |
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| Q2 2026 | MTDR
MATADOR RESOURCES CO | United States | COMMON | 1,013,825 | 458,717 | -555,108 | $64,053,464 | $22,834,933 | -$41,218,531 | 2026-07-16 |
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| Q2 2026 | SANM
SANMINA CORP | United States | COMMON | 762,365 | 546,725 | -215,640 | $98,832,998 | $138,365,163 | +$39,532,165 | 2026-07-16 |
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| Q2 2026 | CMI
CUMMINS INC | United States | COMMON | 268,523 | 257,923 | -10,600 | $144,470,744 | $183,953,263 | +$39,482,519 | 2026-07-16 |
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| Q2 2026 | ESI
ELEMENT SOLUTIONS INC | United States | COMMON | 3,551,622 | 1,728,739 | -1,822,883 | $121,252,375 | $82,547,287 | -$38,705,088 | 2026-07-16 |
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| Q2 2026 | NE
NOBLE CORP PLC | United States | COMMON | 1,157,475 | 583,602 | -573,873 | $56,797,298 | $21,768,355 | -$35,028,943 | 2026-07-16 |
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| Q2 2026 | PR
CENTENNIAL RESOURCE DEVELO-A | United States | COMMON | 2,985,291 | 1,639,075 | -1,346,216 | $63,646,405 | $30,175,371 | -$33,471,034 | 2026-07-16 |
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| Q2 2026 | NVDA
NVIDIA CORP | United States | COMMON | 1,754,078 | 1,681,773 | -72,305 | $305,911,203 | $336,505,959 | +$30,594,756 | 2026-07-16 |
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| Q2 2026 | ACA
ARCOSA INC | United States | COMMON | 436,330 | 138,300 | -298,030 | $46,312,067 | $20,093,607 | -$26,218,460 | 2026-07-16 |
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| Q2 2026 | FTI
TECHNIPFMC PLC | United Kingdom | COMMON | 1,153,708 | 813,118 | -340,590 | $79,755,834 | $53,909,723 | -$25,846,111 | 2026-07-16 |
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| Q2 2026 | BURL
BURLINGTON STORES INC | United States | COMMON | 342,741 | 271,476 | -71,265 | $111,521,066 | $86,003,597 | -$25,517,469 | 2026-07-16 |
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| Q2 2026 | SHOP
SHOPIFY INC - CLASS A | | COMMON | 1,005,760 | 833,950 | -171,810 | $119,303,250 | $95,220,412 | -$24,082,838 | 2026-07-16 |
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| Q2 2026 | NUE
NUCOR CORP | United States | COMMON | 851,805 | 747,815 | -103,990 | $144,040,225 | $166,575,792 | +$22,535,567 | 2026-07-16 |
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| Q2 2026 | COHR
COHERANT CORP | United States | COMMON | 143,846 | 140,961 | -2,885 | $34,265,556 | $55,604,886 | +$21,339,330 | 2026-07-16 |
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| Q2 2026 | CMC
COMMERCIAL METALS CO | United States | COMMON | 658,710 | 318,911 | -339,799 | $40,464,556 | $20,011,665 | -$20,452,891 | 2026-07-16 |
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| Q2 2026 | HWKN
HAWKINS INC | United States | COMMON | 315,349 | 199,780 | -115,569 | $48,437,606 | $28,388,737 | -$20,048,869 | 2026-07-16 |
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| Q2 2026 | FCFS
FIRST CASH FINANCIAL SERVICES INC | United States | COMMON | 474,977 | 322,826 | -152,151 | $89,295,676 | $69,833,720 | -$19,461,956 | 2026-07-16 |
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| Q2 2026 | AAPL
APPLE INC | United States | COMMON | 752,384 | 724,984 | -27,400 | $190,947,535 | $209,781,371 | +$18,833,836 | 2026-07-16 |
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| Q2 2026 | AMZN
AMAZON.COM INC | United States | COMMON | 721,077 | 698,557 | -22,520 | $150,178,706 | $166,494,075 | +$16,315,369 | 2026-07-16 |
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| Q2 2026 | MLI
MUELLER INDUSTTRIES INC | United States | COMMON | 702,105 | 523,331 | -178,774 | $77,793,234 | $64,333,079 | -$13,460,155 | 2026-07-16 |
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| Q2 2026 | PLAB
PHOTRONICS INC | United States | COMMON | 1,185,405 | 1,071,105 | -114,300 | $47,902,217 | $34,843,046 | -$13,059,171 | 2026-07-16 |
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| Q2 2026 | MCHP
MICROCHIP TECHNOLOGY INC | United States | COMMON | 707,740 | 628,905 | -78,835 | $45,727,082 | $57,356,136 | +$11,629,054 | 2026-07-16 |
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| Q2 2026 | ACHC
ACADIA HEALTHCARE CO INC | United States | COMMON | 1,839,125 | 1,807,697 | -31,428 | $43,017,134 | $53,381,293 | +$10,364,159 | 2026-07-16 |
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| Q2 2026 | A
AGILENT TECHNOLOGIES INC | United States | COMMON | 207,277 | 108,497 | -98,780 | $23,625,432 | $14,411,656 | -$9,213,776 | 2026-07-16 |
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| Q2 2026 | JPM
JP MORGAN CHASE & CO | United States | COMMON | 417,661 | 403,266 | -14,395 | $122,859,160 | $132,001,061 | +$9,141,901 | 2026-07-16 |
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| Q2 2026 | V
VISA INC-CLASS A SHRS | United States | COMMON | 371,925 | 354,070 | -17,855 | $112,410,612 | $121,477,877 | +$9,067,265 | 2026-07-16 |
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| Q2 2026 | APAM
ARTISAN PARTNERS ASSET MGMT CL A | United States | COMMON | 2,587,946 | 2,466,770 | -121,176 | $94,175,354 | $85,177,568 | -$8,997,786 | 2026-07-16 |
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| Q2 2026 | CLH
CLEAN HARBORS INC | United States | COMMON | 386,540 | 342,420 | -44,120 | $110,832,614 | $102,297,975 | -$8,534,639 | 2026-07-16 |
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| Q2 2026 | GE
GENERAL ELECTRIC | United States | COMMON | 120,995 | 114,540 | -6,455 | $34,334,752 | $42,807,035 | +$8,472,283 | 2026-07-16 |
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| Q2 2026 | AMRZ
AMRIZE LTD | | COMMON | 1,272,918 | 1,202,793 | -70,125 | $71,308,866 | $64,108,868 | -$7,199,998 | 2026-07-16 |
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| Q2 2026 | SNPS
SYNOPSYS INC | United States | COMMON | 245,217 | 233,382 | -11,835 | $97,223,637 | $104,104,708 | +$6,881,071 | 2026-07-16 |
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| Q2 2026 | SCHW
SCHWAB CHARLES CORP | United States | COMMON | 1,374,120 | 1,337,145 | -36,975 | $129,139,798 | $123,378,369 | -$5,761,429 | 2026-07-16 |
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| Q2 2026 | ILMN
ILLUMINA INC | United States | COMMON | 863,721 | 637,701 | -226,020 | $106,462,251 | $112,126,967 | +$5,664,716 | 2026-07-16 |
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| Q2 2026 | PB
PROSPERITY BANCSHARES INC | United States | COMMON | 621,114 | 506,683 | -114,431 | $41,726,438 | $37,003,060 | -$4,723,378 | 2026-07-16 |
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| Q2 2026 | META
META PLATFORMS INC-A | United States | COMMON | 127,881 | 121,816 | -6,065 | $73,164,556 | $68,617,736 | -$4,546,820 | 2026-07-16 |
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| Q2 2026 | VVV
VALVOLINE INC | United States | COMMON | 2,881,998 | 2,344,701 | -537,297 | $97,065,694 | $92,709,478 | -$4,356,216 | 2026-07-16 |
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| Q2 2026 | RKT
ROCKET COS INC-CLASS A | United States | COMMON | 2,309,295 | 1,895,610 | -413,685 | $32,907,455 | $29,855,858 | -$3,051,597 | 2026-07-16 |
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| Q2 2026 | AGX
ARGAN INC | United States | COMMON | 52,070 | 39,020 | -13,050 | $28,359,925 | $31,159,421 | +$2,799,496 | 2026-07-16 |
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| Q2 2026 | ATI
ALLEGHENY TECHNOLOGIES INC | United States | COMMON | 382,375 | 269,170 | -113,205 | $55,620,267 | $53,053,408 | -$2,566,859 | 2026-07-16 |
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| Q2 2026 | PH
PARKER HANNIFIN | United States | COMMON | 43,187 | 37,020 | -6,167 | $38,662,729 | $36,210,002 | -$2,452,727 | 2026-07-16 |
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| Q2 2026 | BA
BOEING CO | United States | COMMON | 408,024 | 383,014 | -25,010 | $81,209,016 | $82,911,040 | +$1,702,024 | 2026-07-16 |
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| Q2 2026 | RUSHA
RUSH ENTERPRISES INC CL A | United States | COMMON | 554,746 | 485,729 | -69,017 | $36,674,259 | $35,450,932 | -$1,223,327 | 2026-07-16 |
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| Q2 2026 | EOG
EOG RESOURCES INC | United States | COMMON | 60,110 | 59,630 | -480 | $8,690,103 | $7,735,800 | -$954,303 | 2026-07-16 |
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| Q2 2026 | BRKB
BERKSHIRE HATHAWAY INC CL B | | COMMON | 174,082 | 165,797 | -8,285 | $83,420,094 | $82,963,161 | -$456,933 | 2026-07-16 |
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| Q2 2026 | CSCO
CISCO SYSTEMS INC | United States | COMMON | 22,945 | 16,420 | -6,525 | $1,780,303 | $1,928,693 | +$148,390 | 2026-07-16 |
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| Q2 2026 | UNH
UNITEDHEALTH GROUP | United States | COMMON | 2,680 | 2,060 | -620 | $725,181 | $856,198 | +$131,017 | 2026-07-16 |
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| Q2 2026 | IQV
IQIVA HOLDINGS INC | United States | COMMON | 3,055 | 2,520 | -535 | $521,000 | $486,914 | -$34,086 | 2026-07-16 |
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