Neumeier Poma Investment Counsel’s Modine Manufacturing MOD Stock Holding History

Neumeier Poma Investment Counsel’s Portfolio MOD Stock Details MOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24.8M	Sell	114,520 -7,532	-6%	-$1.42M	2.05%	25
2025 Q4	$16.3M	Sell	122,052 -18,010	-13%	-$2.68M	1.35%	32
2025 Q3	$19.9M	Buy	140,062 +6,901	+5%	+$878K	1.63%	32
2025 Q2	$13.1M	Buy	133,161 +36,192	+37%	+$3.23M	1.22%	36
2025 Q1	$7.44M	Sell	96,969 -82,462	-46%	-$8.13M	0.8%	41
2024 Q4	$20.8M	Buy	179,431 +1,501	+0.8%	+$193K	2.02%	23
2024 Q3	$23.6M	Sell	177,930 -17,925	-9%	-$1.98M	2.25%	22
2024 Q2	$19.6M	Sell	195,855 -119,505	-38%	-$11.5M	1.8%	30
2024 Q1	$30M	Sell	315,360 -146,970	-32%	-$11.4M	2.75%	17
2023 Q4	$27.6M	Buy	+462,330	New	+$22.6M	2.46%	26

Other funds holding MOD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

Neumeier Poma Investment Counsel's MOD Position: Q1 2026 in Review

Neumeier Poma Investment Counsel reduced its Modine Manufacturing (MOD) stake by 6.2% in Q1 2026, selling an estimated $1.42M and leaving 114,520 shares worth $24.8M. The position accounts for 2.05% of the portfolio, ranked #25.

Neumeier Poma Investment Counsel first reported a position in MOD in Q4 2023 and has held it in 10 quarters since. The position peaked at $30M in Q1 2024. 548 funds tracked by Wall St. Rank hold MOD as of Q1 2026.

Neumeier Poma Investment Counsel held 114,520 shares of Modine Manufacturing worth $24.8M as of Q1 2026.
Neumeier Poma Investment Counsel sold 7,532 Modine Manufacturing shares in Q1 2026, an estimated $1.42M.
Modine Manufacturing made up 2.05% of Neumeier Poma Investment Counsel's portfolio in Q1 2026, its #25 holding.
Neumeier Poma Investment Counsel first reported a position in Modine Manufacturing in Q4 2023 and has held it in 10 quarters since.
Neumeier Poma Investment Counsel's Modine Manufacturing position peaked at $30M in Q1 2024.
548 funds tracked by Wall St. Rank held Modine Manufacturing as of Q1 2026.

Based on Neumeier Poma Investment Counsel's 13F filing for Q1 2026, filed 13 May 2026.