Jeremy Grantham's Q Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 47,161 shares of Qnity Electronics, Inc. (Q) worth $5.44 M, representing 0.01% of the portfolio. First purchased in 2025-Q4, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Jeremy Grantham has initiated a new position in Q, representing a fresh investment thesis on this company. Largest reduction occurred in Q1 2026, reducing 30,346 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Qnity Electronics (Q) Holding Value Over Time
Track share changes against reported price movement
Quarterly Qnity Electronics (Q) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -30,346 | Reduce 39.15% | 47,161 | $115.38 |
| Q4 2025 | +77,507 | New Buy | 77,507 | $81.65 |
Jeremy Grantham's Qnity Electronics Investment FAQs
Jeremy Grantham first purchased Qnity Electronics, Inc. (Q) in Q4 2025, acquiring 77,507 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Qnity Electronics, Inc. (Q) for 2 quarters since Q4 2025.
Jeremy Grantham's largest addition to Qnity Electronics, Inc. (Q) was in Q4 2025, adding 77,507 shares worth $6.33 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 47,161 shares of Qnity Electronics, Inc. (Q), valued at approximately $5.44 M.
As of the Q1 2026 filing, Qnity Electronics, Inc. (Q) represents approximately 0.01% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Qnity Electronics, Inc. (Q) was 77,507 shares, as reported at the end of Q4 2025.