Campbell Newman Asset Management’s Modine Manufacturing MOD Stock Holding History

Campbell Newman Asset Management’s Portfolio MOD Stock Details MOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.62M	Buy	32,273 +1,104	+4%	+$291K	0.64%	29
2026 Q1	$6.75M	Buy	31,169 +445	+1%	+$83.8K	0.55%	33
2025 Q4	$4.1M	Sell	30,724 -899	-3%	-$134K	0.3%	45
2025 Q3	$4.5M	Buy	31,623 +6,239	+25%	+$794K	0.33%	43
2025 Q2	$2.5M	Buy	25,384 +1,217	+5%	+$109K	0.2%	59
2025 Q1	$1.85M	Sell	24,167 -82	-0.3%	-$8.08K	0.16%	69
2024 Q4	$2.81M	Buy	24,249 +6,786	+39%	+$873K	0.23%	49
2024 Q3	$2.32M	Sell	17,463 -284	-2%	-$31.4K	0.17%	56
2024 Q2	$1.78M	Buy	17,747 +63	+0.4%	+$6.05K	0.14%	67
2024 Q1	$1.68M	Buy	+17,684	New	+$1.37M	0.14%	65

Other funds holding MOD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Campbell Newman Asset Management's MOD Position: Q2 2026 in Review

Campbell Newman Asset Management increased its Modine Manufacturing (MOD) stake by 3.5% in Q2 2026, buying an estimated $291K and bringing the position to 32,273 shares worth $8.62M. The position accounts for 0.64% of the portfolio, ranked #29.

Campbell Newman Asset Management first reported a position in MOD in Q1 2024 and has held it in 10 quarters since. 636 funds tracked by Wall St. Rank hold MOD as of Q2 2026.

Campbell Newman Asset Management held 32,273 shares of Modine Manufacturing worth $8.62M as of Q2 2026.
Campbell Newman Asset Management bought 1,104 Modine Manufacturing shares in Q2 2026, an estimated $291K.
Modine Manufacturing made up 0.64% of Campbell Newman Asset Management's portfolio in Q2 2026, its #29 holding.
Campbell Newman Asset Management first reported a position in Modine Manufacturing in Q1 2024 and has held it in 10 quarters since.
636 funds tracked by Wall St. Rank held Modine Manufacturing as of Q2 2026.

Based on Campbell Newman Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.