Carson Wealth (CWM LLC)
MOD icon

Carson Wealth (CWM LLC)’s Modine Manufacturing MOD Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$374K Buy
1,724
+121
+8% +$22.8K ﹤0.01% 2236
2025
Q4 		$214K Buy
1,603
+10
+0.6% +$1.49K ﹤0.01% 2514
2025
Q3 		$226K Sell
1,593
-234
-13% -$29.8K ﹤0.01% 2352
2025
Q2 		$180K Buy
1,827
+1,601
+708% +$143K ﹤0.01% 2269
2025
Q1 		$17K Sell
226
-2,099
-90% -$207K ﹤0.01% 3803
2024
Q4 		$270K Sell
2,325
-2,266
-49% -$292K ﹤0.01% 1659
2024
Q3 		$610K Sell
4,591
-900
-16% -$99.5K ﹤0.01% 1241
2024
Q2 		$550K Sell
5,491
-1,718
-24% -$165K ﹤0.01% 1154
2024
Q1 		$686K Sell
7,209
-898
-11% -$69.4K ﹤0.01% 1007
2023
Q4 		$484K Sell
8,107
-493
-6% -$24.1K ﹤0.01% 1072
2023
Q3 		$393K Buy
+8,600
New +$361K ﹤0.01% 1057
2023
Q2 		– Sell
-16,250
Closed -$375K – 4357
2023
Q1 		$375K Buy
16,250
+13,250
+442% +$306K ﹤0.01% 983
2022
Q4 		$60K Buy
+3,000
New +$55.7K ﹤0.01% 1632

Other funds holding MOD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MOD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Modine Manufacturing (MOD) stake by 7.5% in Q1 2026, buying an estimated $22.8K and bringing the position to 1,724 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #2236.

Carson Wealth (CWM LLC) first reported a position in MOD in Q4 2022 and has held it in 13 quarters since. The position peaked at $686K in Q1 2024. 549 funds tracked by Wall St. Rank hold MOD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,724 shares of Modine Manufacturing worth $374K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 121 Modine Manufacturing shares in Q1 2026, an estimated $22.8K.
  • Modine Manufacturing made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2236 holding.
  • Carson Wealth (CWM LLC) first reported a position in Modine Manufacturing in Q4 2022 and has held it in 13 quarters since.
  • Carson Wealth (CWM LLC)'s Modine Manufacturing position peaked at $686K in Q1 2024.
  • 549 funds tracked by Wall St. Rank held Modine Manufacturing as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.