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Modera Wealth Management, LLC → WMG

Modera Wealth Management, LLC WMG Position History

Warner Music Group Corp. • Communication Services

Quarters held
5
Latest value
$3.3M
Q3 2026
Peak value
$3.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.8M
Q4 2025$3.5M
Q1 2026$3.3M
Q2 2026$3.5M
Q3 2026$3.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.3M118.4K——
Q2 2026$3.5M128.1K——
Q1 2026$3.3M130.3K——
Q4 2025$3.5M113.8K——
Q3 2025$3.8M110.6K——

Other funds holding WMG

Other Modera Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$710.3M
VGES

VANGUARD INDEX FDS

$662.4M
VGES

VANGUARD INDEX FDS

$584.6M
VGES

VANGUARD INDEX FDS

$583.9M
VGES

VANGUARD INDEX FDS

$542.3M
VGES

VANGUARD INDEX FDS

$407.8M
BX

VANGUARD SPECIALIZED FUNDS

$405.1M
VGES

VANGUARD INDEX FDS

$398.9M
Modera Wealth Management, LLC WMG Holdings: 13F Position History | Track13F