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Bartlett & Co Wealth Management’s Moderna MRNA Stock Holding History

Bartlett & Co 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 		$11.2K Buy
160
+53
+50% +$2.74K ﹤0.01% 979
2026
Q1 		$5.06K Buy
107
+3
+3% +$140 ﹤0.01% 1018
2025
Q4 		$3.07K Sell
104
-35
-25% -$951 ﹤0.01% 1087
2025
Q3 		$3.59K Buy
139
+104
+297% +$2.9K ﹤0.01% 1041
2025
Q2 		$966 Sell
35
-3
-8% -$79 ﹤0.01% 1148
2025
Q1 		$1.08K Buy
38
+3
+9% +$106 ﹤0.01% 1114
2024
Q4 		$1.46K Sell
35
-120
-77% -$5.74K ﹤0.01% 1059
2024
Q3 		$10.4K Sell
155
-75
-33% -$6.89K ﹤0.01% 907
2024
Q2 		$27.3K Hold
230
– – ﹤0.01% 770
2024
Q1 		$24.5K Sell
230
-80
-26% -$8.06K ﹤0.01% 794
2023
Q4 		$30.6K Sell
310
-70
-18% -$5.89K ﹤0.01% 789
2023
Q3 		$39.3K Sell
380
-50
-12% -$5.58K ﹤0.01% 707
2023
Q2 		$52.2K Buy
430
+50
+13% +$6.67K ﹤0.01% 658
2023
Q1 		$58.4K Sell
380
-50
-12% -$8.25K ﹤0.01% 548
2022
Q4 		$77.2K Buy
430
+150
+54% +$24.5K ﹤0.01% 507
2022
Q3 		$33.1K Buy
280
+20
+8% +$3.04K ﹤0.01% 630
2022
Q2 		$37.1K Sell
260
-50
-16% -$7.15K ﹤0.01% 620
2022
Q1 		$53.4K Buy
+310
New +$52.2K ﹤0.01% 576

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

Bartlett & Co Wealth Management's MRNA Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Moderna (MRNA) stake by 50% in Q2 2026, buying an estimated $2.74K and bringing the position to 160 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Bartlett & Co Wealth Management first reported a position in MRNA in Q1 2022 and has held it in 18 quarters since. The position peaked at $77.2K in Q4 2022. 782 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Bartlett & Co Wealth Management held 160 shares of Moderna worth $11.2K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 53 Moderna shares in Q2 2026, an estimated $2.74K.
  • Moderna made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #979 holding.
  • Bartlett & Co Wealth Management first reported a position in Moderna in Q1 2022 and has held it in 18 quarters since.
  • Bartlett & Co Wealth Management's Moderna position peaked at $77.2K in Q4 2022.
  • 782 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.