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Modera Wealth Management’s Campbell Soup CPB Stock Holding History

Modera Wealth Management’s Portfolio CPB Stock Details CPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,195
Closed -$287K – 648
2025
Q1 		$287K Sell
7,195
-281
-4% -$11K ﹤0.01% 522
2024
Q4 		$313K Buy
7,476
+238
+3% +$10.8K ﹤0.01% 508
2024
Q3 		$354K Sell
7,238
-496
-6% -$24.1K ﹤0.01% 461
2024
Q2 		$350K Sell
7,734
-182
-2% -$8.11K 0.01% 450
2024
Q1 		$352K Buy
7,916
+30
+0.4% +$1.3K 0.01% 450
2023
Q4 		$341K Sell
7,886
-500
-6% -$20.6K 0.01% 446
2023
Q3 		$344K Sell
8,386
-1,077
-11% -$47.1K 0.01% 425
2023
Q2 		$433K Buy
+9,463
New +$488K 0.01% 404
2022
Q1 		– Sell
-10,953
Closed -$476K – 407
2021
Q4 		$476K Buy
+10,953
New +$456K 0.02% 291
2021
Q3 		– Sell
-4,903
Closed -$224K – 279
2021
Q2 		$224K Sell
4,903
-100
-2% -$4.82K 0.01% 221
2021
Q1 		$252K Buy
+5,003
New +$238K 0.02% 194

Other funds holding CPB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Modera Wealth Management's CPB Position: Q2 2025 in Review

Modera Wealth Management sold out of Campbell Soup (CPB) in Q2 2025, closing a stake of 7,195 shares — an estimated $287K sold.

Modera Wealth Management first reported a position in CPB in Q1 2021 and held it in 11 quarters. The position peaked at $476K in Q4 2021. 639 funds tracked by Wall St. Rank hold CPB as of Q2 2025.

  • Modera Wealth Management reported no remaining Campbell Soup position as of Q2 2025 after selling out during the quarter.
  • Modera Wealth Management sold 7,195 Campbell Soup shares in Q2 2025, an estimated $287K.
  • Modera Wealth Management first reported a position in Campbell Soup in Q1 2021 and held it in 11 quarters.
  • Modera Wealth Management's Campbell Soup position peaked at $476K in Q4 2021.
  • 639 funds tracked by Wall St. Rank held Campbell Soup as of Q2 2025.

Based on Modera Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.