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Modera Wealth Management’s Westrock Coffee WEST Stock Holding History

Modera Wealth Management’s Portfolio WEST Stock Details WEST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$63.8K Sell
15,000
-10,000
-40% -$44.6K ﹤0.01% 628
2025
Q4 		$102K Buy
+25,000
New +$109K ﹤0.01% 635

Other funds holding WEST

HC
HF Capital Knoxville, Tennessee $239M AUM
SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Modera Wealth Management reduced its Westrock Coffee (WEST) stake by 40% in Q1 2026, selling an estimated $44.6K and leaving 15,000 shares worth $63.8K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Modera Wealth Management first reported a position in WEST in Q4 2025 and has held it in 2 quarters since. The position peaked at $102K in Q4 2025. 130 funds tracked by Wall St. Rank hold WEST as of Q1 2026.

  • Modera Wealth Management held 15,000 shares of Westrock Coffee worth $63.8K as of Q1 2026.
  • Modera Wealth Management sold 10,000 Westrock Coffee shares in Q1 2026, an estimated $44.6K.
  • Westrock Coffee made up ﹤0.01% of Modera Wealth Management's portfolio in Q1 2026, its #628 holding.
  • Modera Wealth Management first reported a position in Westrock Coffee in Q4 2025 and has held it in 2 quarters since.
  • Modera Wealth Management's Westrock Coffee position peaked at $102K in Q4 2025.
  • 130 funds tracked by Wall St. Rank held Westrock Coffee as of Q1 2026.

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