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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
Q2 		– Sell
-15,000
Closed -$63.8K – 673
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 $297M AUM
SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NI
NFC Investments Memphis, Tennessee $393M AUM 20.21% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
AC
Agman Capital Omaha, Nebraska $159M AUM

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

Modera Wealth Management sold out of Westrock Coffee (WEST) in Q2 2026, closing a stake of 15,000 shares — an estimated $63.8K sold.

Modera Wealth Management first reported a position in WEST in Q4 2025 and held it in 2 quarters. The position peaked at $102K in Q4 2025. 149 funds tracked by Wall St. Rank hold WEST as of Q2 2026.

  • Modera Wealth Management reported no remaining Westrock Coffee position as of Q2 2026 after selling out during the quarter.
  • Modera Wealth Management sold 15,000 Westrock Coffee shares in Q2 2026, an estimated $63.8K.
  • Modera Wealth Management first reported a position in Westrock Coffee in Q4 2025 and held it in 2 quarters.
  • Modera Wealth Management's Westrock Coffee position peaked at $102K in Q4 2025.
  • 149 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2026.

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