Polen Capital Management
MOD icon

Polen Capital Management’s Modine Manufacturing MOD Stock Holding History

Polen Capital Management’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
Q2 		$7.83M Buy
29,335
+293
+1% +$77.2K 0.07% 48
2026
Q1 		$6.29M Buy
29,042
+14,733
+103% +$2.77M 0.04% 50
2025
Q4 		$1.91M Sell
14,309
-18,214
-56% -$2.71M 0.01% 96
2025
Q3 		$4.62M Buy
32,523
+13,157
+68% +$1.67M 0.02% 66
2025
Q2 		$1.91M Buy
+19,366
New +$1.73M 0.01% 82

Other funds holding MOD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Polen Capital Management's MOD Position: Q2 2026 in Review

Polen Capital Management increased its Modine Manufacturing (MOD) stake by 1% in Q2 2026, buying an estimated $77.2K and bringing the position to 29,335 shares worth $7.83M. The position accounts for 0.07% of the portfolio, ranked #48.

Polen Capital Management first reported a position in MOD in Q2 2025 and has held it in 5 quarters since. 635 funds tracked by Wall St. Rank hold MOD as of Q2 2026.

  • Polen Capital Management held 29,335 shares of Modine Manufacturing worth $7.83M as of Q2 2026.
  • Polen Capital Management bought 293 Modine Manufacturing shares in Q2 2026, an estimated $77.2K.
  • Modine Manufacturing made up 0.07% of Polen Capital Management's portfolio in Q2 2026, its #48 holding.
  • Polen Capital Management first reported a position in Modine Manufacturing in Q2 2025 and has held it in 5 quarters since.
  • 635 funds tracked by Wall St. Rank held Modine Manufacturing as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.