AWM
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Abound Wealth Management’s Moderna MRNA Stock Holding History

Abound Wealth Management’s Portfolio MRNA Stock Details MRNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-55
Closed -$2.79K – 1499
2026
Q1 		$2.79K Hold
55
– – ﹤0.01% 847
2025
Q4 		$1.62K Sell
55
-8
-13% -$217 ﹤0.01% 873
2025
Q3 		$1.63K Buy
63
+8
+15% +$223 ﹤0.01% 832
2025
Q2 		$1.52K Hold
55
– – ﹤0.01% 774
2025
Q1 		$1.56K Sell
55
-3
-5% -$106 ﹤0.01% 724
2024
Q4 		$2.41K Buy
58
+7
+14% +$335 ﹤0.01% 655
2024
Q3 		$3.41K Hold
51
– – ﹤0.01% 625
2024
Q2 		$6.06K Hold
51
– – ﹤0.01% 456
2024
Q1 		$5.43K Buy
51
+3
+6% +$302 ﹤0.01% 502
2023
Q4 		$4.77K Sell
48
-12
-20% -$1.01K ﹤0.01% 517
2023
Q3 		$6.2K Buy
60
+13
+28% +$1.45K ﹤0.01% 418
2023
Q2 		$5.71K Buy
47
+2
+4% +$267 ﹤0.01% 452
2023
Q1 		$6.91K Buy
45
+9
+25% +$1.49K ﹤0.01% 342
2022
Q4 		$6.47K Buy
36
+11
+44% +$1.8K ﹤0.01% 316
2022
Q3 		$2.91K Buy
+25
New +$3.79K ﹤0.01% 434

Other funds holding MRNA

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return

Abound Wealth Management's MRNA Position: Q2 2026 in Review

Abound Wealth Management sold out of Moderna (MRNA) in Q2 2026, closing a stake of 55 shares — an estimated $2.79K sold.

Abound Wealth Management first reported a position in MRNA in Q3 2022 and held it in 15 quarters. The position peaked at $6.91K in Q1 2023. 781 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Abound Wealth Management reported no remaining Moderna position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 55 Moderna shares in Q2 2026, an estimated $2.79K.
  • Abound Wealth Management first reported a position in Moderna in Q3 2022 and held it in 15 quarters.
  • Abound Wealth Management's Moderna position peaked at $6.91K in Q1 2023.
  • 781 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.