AP
MRNA icon

Atwood & Palmer’s Moderna MRNA Stock Holding History

Atwood & Palmer’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
Q3 		– Sell
-100
Closed -$7K – 512
2026
Q2 		$7K Hold
100
– – ﹤0.01% 388
2026
Q1 		$5.08K Hold
100
– – ﹤0.01% 408
2025
Q4 		$2.95K Hold
100
– – ﹤0.01% 432
2025
Q3 		$2.58K Hold
100
– – ﹤0.01% 438
2025
Q2 		$2.76K Hold
100
– – ﹤0.01% 457
2025
Q1 		$2.83K Hold
100
– – ﹤0.01% 384
2024
Q4 		$4.16K Sell
100
-400
-80% -$19.1K ﹤0.01% 388
2024
Q3 		$33.4K Hold
500
– – ﹤0.01% 254
2024
Q2 		$59.4K Hold
500
– – ﹤0.01% 216
2024
Q1 		$53.3K Hold
500
– – ﹤0.01% 208
2023
Q4 		$49.7K Sell
500
-1
-0.2% -$84 ﹤0.01% 218
2023
Q3 		$51.7K Buy
501
+1
+0.2% +$112 ﹤0.01% 211
2023
Q2 		$60.8K Hold
500
– – 0.01% 213
2023
Q1 		$76.8K Sell
500
-1,000
-67% -$165K 0.01% 186
2022
Q4 		$269K Buy
1,500
+1,100
+275% +$180K 0.02% 132
2022
Q3 		$47K Hold
400
– – ﹤0.01% 203
2022
Q2 		$57K Hold
400
– – 0.01% 199
2022
Q1 		$69K Sell
400
-400
-50% -$67.3K 0.01% 202
2021
Q4 		$203K Sell
800
-50
-6% -$14.6K 0.02% 149
2021
Q3 		$327K Hold
850
– – 0.03% 127
2021
Q2 		$200K Hold
850
– – 0.02% 148
2021
Q1 		$111K Hold
850
– – 0.01% 174
2020
Q4 		$89K Buy
850
+50
+6% +$5.06K 0.01% 178
2020
Q3 		$57K Buy
+800
New +$55.8K 0.01% 182

Other funds holding MRNA

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Atwood & Palmer's MRNA Position: Q3 2026 in Review

Atwood & Palmer sold out of Moderna (MRNA) in Q3 2026, closing a stake of 100 shares — an estimated $7K sold.

Atwood & Palmer first reported a position in MRNA in Q3 2020 and held it in 24 quarters. The position peaked at $327K in Q3 2021. 30 funds tracked by Wall St. Rank hold MRNA as of Q3 2026.

  • Atwood & Palmer reported no remaining Moderna position as of Q3 2026 after selling out during the quarter.
  • Atwood & Palmer sold 100 Moderna shares in Q3 2026, an estimated $7K.
  • Atwood & Palmer first reported a position in Moderna in Q3 2020 and held it in 24 quarters.
  • Atwood & Palmer's Moderna position peaked at $327K in Q3 2021.
  • 30 funds tracked by Wall St. Rank held Moderna as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.