Rempart Asset Management Inc. Investment Activity Q2 2026: Major Sells, Select Buys Revealed
This analysis details Rempart Asset Management Inc.'s significant stock purchases and sales during the quarter ending June 30, 2026.
As of Rempart Asset Management Inc.'s latest filing dated June 30, 2026, the firm's portfolio value stands at $487.9 million. The investment strategy appears focused on established sectors like Financial Services and Industrials.
Among the notable actions this quarter was a significant reduction in exposure to certain holdings. NVENT Electric (NVT) experienced the largest share decrease, down by 18.95% or 40,620 shares, maintaining its position as one of Rempart's top stocks at approximately $30 million.
The investor also saw a substantial decline in Telus (TU), reducing its stake by 20.21%, and completely exited positions in Waters Corp (WAT) (-86.11%) and Colgate-Palmolive (CL) (-0.82%). These exits, particularly from the smaller position in WAT ($327k), suggest a strategic shift away from these specific sectors or companies.
Conversely, Rempart demonstrated strong buying interest in several areas this quarter. The most significant purchase was Becton Dickinson (BDX), acquiring an additional 62.61% of its shares, boosting the position's value considerably despite a moderate share increase.
Other notable buys included CGI Class A (GIB) (+27.75%) and Roper Technologies (ROP) (+25.07%), indicating confidence in Technology sector companies, while the investor also increased its stake in Verizon (VZ) by 9.17%, suggesting an interest in Communication Services.
In addition to these major changes, Rempart adjusted positions like those in Royal Bank of Canada and Bank of Montreal slightly but significantly enough to impact their allocations. Overall, the portfolio saw moderate activity across various sectors during this reporting period.