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Modera Wealth Management’s Standex International SXI Stock Holding History

Modera Wealth Management’s Portfolio SXI Stock Details SXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,056
Closed -$229K – 672
2025
Q4 		$229K Hold
1,056
– – ﹤0.01% 594
2025
Q3 		$224K Buy
+1,056
New +$199K ﹤0.01% 610

Other funds holding SXI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Modera Wealth Management's SXI Position: Q1 2026 in Review

Modera Wealth Management sold out of Standex International (SXI) in Q1 2026, closing a stake of 1,056 shares — an estimated $229K sold.

Modera Wealth Management first reported a position in SXI in Q3 2025 and held it in 2 quarters. The position peaked at $229K in Q4 2025. 285 funds tracked by Wall St. Rank hold SXI as of Q1 2026.

  • Modera Wealth Management reported no remaining Standex International position as of Q1 2026 after selling out during the quarter.
  • Modera Wealth Management sold 1,056 Standex International shares in Q1 2026, an estimated $229K.
  • Modera Wealth Management first reported a position in Standex International in Q3 2025 and held it in 2 quarters.
  • Modera Wealth Management's Standex International position peaked at $229K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held Standex International as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.