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Modera Wealth Management’s RPM International RPM Stock Holding History

Modera Wealth Management’s Portfolio RPM Stock Details RPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$333K Sell
2,999
-275
-8% -$28.7K ﹤0.01% 527
2026
Q1 		$325K Sell
3,274
-484
-13% -$52.3K ﹤0.01% 522
2025
Q4 		$391K Buy
3,758
+21
+0.6% +$2.27K ﹤0.01% 498
2025
Q3 		$441K Buy
3,737
+1
+0% +$120 0.01% 482
2025
Q2 		$410K Sell
3,736
-1
-0% -$110 0.01% 482
2025
Q1 		$432K Sell
3,737
-202
-5% -$24.6K 0.01% 455
2024
Q4 		$485K Sell
3,939
-57
-1% -$7.52K 0.01% 446
2024
Q3 		$484K Buy
3,996
+33
+0.8% +$3.82K 0.01% 418
2024
Q2 		$427K Buy
3,963
+41
+1% +$4.54K 0.01% 417
2024
Q1 		$467K Sell
3,922
-14
-0.4% -$1.56K 0.01% 397
2023
Q4 		$439K Sell
3,936
-7
-0.2% -$707 0.01% 394
2023
Q3 		$374K Buy
3,943
+159
+4% +$15.5K 0.01% 404
2023
Q2 		$340K Buy
+3,784
New +$311K 0.01% 450
2022
Q1 		– Sell
-5,186
Closed -$524K – 542
2021
Q4 		$524K Buy
+5,186
New +$472K 0.02% 266
2021
Q1 		– Sell
-2,585
Closed -$235K – 246
2020
Q4 		$235K Buy
+2,585
New +$228K 0.02% 208

Other funds holding RPM

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CI
Cincinnati Insurance Fairfield, Ohio $6.94B AUM 20.24% 1-Year Est. Return
CFC
Cincinnati Financial Corp Fairfield, Ohio $5.23B AUM 22.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Modera Wealth Management reduced its RPM International (RPM) stake by 8.4% in Q2 2026, selling an estimated $28.7K and leaving 2,999 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Modera Wealth Management first reported a position in RPM in Q4 2020 and has held it in 15 quarters since. The position peaked at $524K in Q4 2021. 407 funds tracked by Wall St. Rank hold RPM as of Q2 2026.

  • Modera Wealth Management held 2,999 shares of RPM International worth $333K as of Q2 2026.
  • Modera Wealth Management sold 275 RPM International shares in Q2 2026, an estimated $28.7K.
  • RPM International made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #527 holding.
  • Modera Wealth Management first reported a position in RPM International in Q4 2020 and has held it in 15 quarters since.
  • Modera Wealth Management's RPM International position peaked at $524K in Q4 2021.
  • 407 funds tracked by Wall St. Rank held RPM International as of Q2 2026.

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