Modera Wealth Management
EQT icon

Modera Wealth Management’s EQT Corp EQT Stock Holding History

Modera Wealth Management’s Portfolio EQT Stock Details EQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-4,852
Closed -$258K – 680
2026
Q2 		$258K Buy
4,852
+102
+2% +$5.72K ﹤0.01% 582
2026
Q1 		$302K Sell
4,750
-76
-2% -$4.45K ﹤0.01% 534
2025
Q4 		$259K Sell
4,826
-15
-0.3% -$843 ﹤0.01% 576
2025
Q3 		$264K Buy
+4,841
New +$256K ﹤0.01% 569
2025
Q1 		– Sell
-15,352,131
Closed -$708M – 617
2024
Q4 		$708M Buy
15,352,131
+207
+0% +$8.54K 8.55% 1
2024
Q3 		$562M Buy
+15,351,924
New +$522M 7.16% 1

Other funds holding EQT

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Modera Wealth Management's EQT Position: Q3 2026 in Review

Modera Wealth Management sold out of EQT Corp (EQT) in Q3 2026, closing a stake of 4,852 shares — an estimated $258K sold.

Modera Wealth Management first reported a position in EQT in Q3 2024 and held it in 6 quarters. The position peaked at $708M in Q4 2024. 832 funds tracked by Wall St. Rank hold EQT as of Q3 2026.

  • Modera Wealth Management reported no remaining EQT Corp position as of Q3 2026 after selling out during the quarter.
  • Modera Wealth Management sold 4,852 EQT Corp shares in Q3 2026, an estimated $258K.
  • Modera Wealth Management first reported a position in EQT Corp in Q3 2024 and held it in 6 quarters.
  • Modera Wealth Management's EQT Corp position peaked at $708M in Q4 2024.
  • 832 funds tracked by Wall St. Rank held EQT Corp as of Q3 2026.

Based on Modera Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.