AWM
MRNA icon

Apollon Wealth Management’s Moderna MRNA Stock Holding History

Apollon 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 		$368K Sell
5,260
-1,582
-23% -$81.8K ﹤0.01% 1159
2026
Q1 		$348K Buy
+6,842
New +$319K 0.01% 1039
2025
Q4 		– Sell
-14,656
Closed -$379K – 1358
2025
Q3 		$379K Sell
14,656
-2,991
-17% -$83.4K 0.01% 946
2025
Q2 		$487K Buy
17,647
+8,098
+85% +$213K 0.01% 823
2025
Q1 		$271K Buy
9,549
+3,089
+48% +$110K 0.01% 989
2024
Q4 		$269K Buy
6,460
+1,396
+28% +$66.7K 0.01% 986
2024
Q3 		$338K Buy
5,064
+962
+23% +$88.3K 0.01% 872
2024
Q2 		$487K Buy
4,102
+718
+21% +$90.9K 0.01% 691
2024
Q1 		$361K Buy
3,384
+514
+18% +$51.8K 0.01% 801
2023
Q4 		$285K Sell
2,870
-3,388
-54% -$285K 0.01% 856
2023
Q3 		$646K Buy
6,258
+4,537
+264% +$506K 0.03% 479
2023
Q2 		$209K Sell
1,721
-578
-25% -$77.1K 0.01% 856
2023
Q1 		$353K Sell
2,299
-912
-28% -$150K 0.02% 633
2022
Q4 		$577K Buy
3,211
+834
+35% +$136K 0.04% 464
2022
Q3 		$281K Sell
2,377
-558
-19% -$84.7K 0.02% 624
2022
Q2 		$419K Sell
2,935
-431
-13% -$61.6K 0.03% 472
2022
Q1 		$580K Sell
3,366
-2,236
-40% -$376K 0.04% 425
2021
Q4 		$1.36M Buy
5,602
+4,189
+296% +$1.22M 0.1% 225
2021
Q3 		$544K Buy
1,413
+228
+19% +$84.1K 0.07% 252
2021
Q2 		$278K Buy
+1,185
New +$212K 0.05% 299
2020
Q3 		– Sell
-638
Closed -$41K – 490
2020
Q2 		$41K Buy
+638
New +$34.9K 0.02% 274

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 $3.38T AUM 44.17% 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

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

Apollon Wealth Management reduced its Moderna (MRNA) stake by 23% in Q2 2026, selling an estimated $81.8K and leaving 5,260 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

Apollon Wealth Management first reported a position in MRNA in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.36M in Q4 2021. 784 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Apollon Wealth Management held 5,260 shares of Moderna worth $368K as of Q2 2026.
  • Apollon Wealth Management sold 1,582 Moderna shares in Q2 2026, an estimated $81.8K.
  • Moderna made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1159 holding.
  • Apollon Wealth Management first reported a position in Moderna in Q2 2020 and has held it in 21 quarters since.
  • Apollon Wealth Management's Moderna position peaked at $1.36M in Q4 2021.
  • 784 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.