Bellevue Group’s Moderna MRNA Stock Holding History

Bellevue Group’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
2025 Q1	–	Sell	-150	Closed	-$110K	–	159
2024 Q4	$110K	Buy	+150	New	+$7.17K	﹤0.01%	152

Other funds holding MRNA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bellevue Group's MRNA Position: Q1 2026 in Review

Bellevue Group sold out of Moderna (MRNA) in Q1 2026, closing a stake of 7,711 shares — an estimated $227K sold.

Bellevue Group first reported a position in MRNA in Q2 2019 and held it in 27 quarters. The position peaked at $665M in Q3 2021. 722 funds tracked by Wall St. Rank hold MRNA as of Q1 2026.

Bellevue Group reported no remaining Moderna position as of Q1 2026 after selling out during the quarter.
Bellevue Group sold 7,711 Moderna shares in Q1 2026, an estimated $227K.
Bellevue Group first reported a position in Moderna in Q2 2019 and held it in 27 quarters.
Bellevue Group's Moderna position peaked at $665M in Q3 2021.
722 funds tracked by Wall St. Rank held Moderna as of Q1 2026.

Based on Bellevue Group's 13F filing for Q1 2026, filed 15 May 2026.