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Modera Wealth Management’s Etsy ETSY Stock Holding History

Modera Wealth Management’s Portfolio ETSY Stock Details ETSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.82M Buy
24,172
+283
+1% +$18.2K 0.02% 278
2026
Q1 		$1.19M Buy
23,889
+302
+1% +$16.5K 0.01% 304
2025
Q4 		$1.31M Buy
23,587
+3,058
+15% +$187K 0.02% 307
2025
Q3 		$1.36M Buy
20,529
+101
+0.5% +$6.03K 0.02% 301
2025
Q2 		$1.02M Buy
20,428
+6,340
+45% +$315K 0.01% 328
2025
Q1 		$665K Buy
14,088
+6,857
+95% +$351K 0.01% 375
2024
Q4 		$382K Sell
7,231
-2,157
-23% -$115K ﹤0.01% 478
2024
Q3 		$521K Sell
9,388
-555
-6% -$31.5K 0.01% 407
2024
Q2 		$586K Sell
9,943
-635
-6% -$40.6K 0.01% 372
2024
Q1 		$727K Buy
10,578
+35
+0.3% +$2.51K 0.01% 344
2023
Q4 		$855K Sell
10,543
-4,427
-30% -$317K 0.01% 304
2023
Q3 		$967K Sell
14,970
-1,524
-9% -$120K 0.02% 287
2023
Q2 		$1.4M Buy
+16,494
New +$1.56M 0.03% 258
2022
Q1 		– Sell
-1,654
Closed -$362K – 428
2021
Q4 		$362K Buy
+1,654
New +$398K 0.01% 353

Other funds holding ETSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Modera Wealth Management's ETSY Position: Q2 2026 in Review

Modera Wealth Management increased its Etsy (ETSY) stake by 1.2% in Q2 2026, buying an estimated $18.2K and bringing the position to 24,172 shares worth $1.82M. The position accounts for 0.02% of the portfolio, ranked #278.

Modera Wealth Management first reported a position in ETSY in Q4 2021 and has held it in 14 quarters since. 249 funds tracked by Wall St. Rank hold ETSY as of Q2 2026.

  • Modera Wealth Management held 24,172 shares of Etsy worth $1.82M as of Q2 2026.
  • Modera Wealth Management bought 283 Etsy shares in Q2 2026, an estimated $18.2K.
  • Etsy made up 0.02% of Modera Wealth Management's portfolio in Q2 2026, its #278 holding.
  • Modera Wealth Management first reported a position in Etsy in Q4 2021 and has held it in 14 quarters since.
  • 249 funds tracked by Wall St. Rank held Etsy as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.