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Modera Wealth Management’s Ralph Lauren RL Stock Holding History

Modera Wealth Management’s Portfolio RL Stock Details RL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$303K Sell
756
-50
-6% -$18.6K ﹤0.01% 544
2026
Q1 		$277K Sell
806
-223
-22% -$79.3K ﹤0.01% 546
2025
Q4 		$364K Buy
1,029
+4
+0.4% +$1.36K ﹤0.01% 512
2025
Q3 		$321K Sell
1,025
-3
-0.3% -$894 ﹤0.01% 528
2025
Q2 		$282K Buy
1,028
+56
+6% +$13.9K ﹤0.01% 549
2025
Q1 		$215K Buy
+972
New +$241K ﹤0.01% 586

Other funds holding RL

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Modera Wealth Management reduced its Ralph Lauren (RL) stake by 6.2% in Q2 2026, selling an estimated $18.6K and leaving 756 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Modera Wealth Management first reported a position in RL in Q1 2025 and has held it in 6 quarters since. The position peaked at $364K in Q4 2025. 394 funds tracked by Wall St. Rank hold RL as of Q2 2026.

  • Modera Wealth Management held 756 shares of Ralph Lauren worth $303K as of Q2 2026.
  • Modera Wealth Management sold 50 Ralph Lauren shares in Q2 2026, an estimated $18.6K.
  • Ralph Lauren made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #544 holding.
  • Modera Wealth Management first reported a position in Ralph Lauren in Q1 2025 and has held it in 6 quarters since.
  • Modera Wealth Management's Ralph Lauren position peaked at $364K in Q4 2025.
  • 394 funds tracked by Wall St. Rank held Ralph Lauren as of Q2 2026.

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