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Bernard Wealth Management’s Moderna MRNA Stock Holding History

Bernard 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
-50
Closed -$2.54K – 350
2026
Q1 		$2.54K Hold
50
– – ﹤0.01% 280
2025
Q4 		$1.48K Hold
50
– – ﹤0.01% 293
2025
Q3 		$1.29K Hold
50
– – ﹤0.01% 285
2025
Q2 		$1.38K Hold
50
– – ﹤0.01% 275
2025
Q1 		$1.42K Hold
50
– – ﹤0.01% 332
2024
Q4 		$2.08K Buy
+50
New +$2.39K ﹤0.01% 268

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

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

Bernard Wealth Management sold out of Moderna (MRNA) in Q2 2026, closing a stake of 50 shares — an estimated $2.54K sold.

Bernard Wealth Management first reported a position in MRNA in Q4 2024 and held it in 6 quarters. The position peaked at $2.54K in Q1 2026. 782 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Bernard Wealth Management reported no remaining Moderna position as of Q2 2026 after selling out during the quarter.
  • Bernard Wealth Management sold 50 Moderna shares in Q2 2026, an estimated $2.54K.
  • Bernard Wealth Management first reported a position in Moderna in Q4 2024 and held it in 6 quarters.
  • Bernard Wealth Management's Moderna position peaked at $2.54K in Q1 2026.
  • 782 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.