Welch Group’s Modine Manufacturing MOD Stock Holding History

Welch Group’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	$3.47M	Hold	13,000	–	–	0.12%	72
2026 Q1	$2.82M	Hold	13,000	–	–	0.11%	74
2025 Q4	$1.74M	Hold	13,000	–	–	0.07%	89
2025 Q3	$1.85M	Hold	13,000	–	–	0.07%	80
2025 Q2	$1.28M	Hold	13,000	–	–	0.05%	90
2025 Q1	$1.03M	Hold	13,000	–	–	0.05%	97
2024 Q4	$1.53M	Hold	13,000	–	–	0.07%	82
2024 Q3	$1.73M	Hold	13,000	–	–	0.08%	76
2024 Q2	$1.3M	Buy	13,000 +9,500	+271%	+$912K	0.06%	80
2024 Q1	$333K	Hold	3,500	–	–	0.02%	166
2023 Q4	$209K	Buy	+3,500	New	+$171K	0.01%	212

Other funds holding MOD

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Welch Group's MOD Position: Q2 2026 in Review

Welch Group held its Modine Manufacturing (MOD) position steady in Q2 2026 at 13,000 shares worth $3.47M. The position accounts for 0.12% of the portfolio, ranked #72.

Welch Group first reported a position in MOD in Q4 2023 and has held it in 11 quarters since. 159 funds tracked by Wall St. Rank hold MOD as of Q2 2026.

Welch Group held 13,000 shares of Modine Manufacturing worth $3.47M as of Q2 2026.
Welch Group left its Modine Manufacturing share count unchanged in Q2 2026.
Modine Manufacturing made up 0.12% of Welch Group's portfolio in Q2 2026, its #72 holding.
Welch Group first reported a position in Modine Manufacturing in Q4 2023 and has held it in 11 quarters since.
159 funds tracked by Wall St. Rank held Modine Manufacturing as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.