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Blue Trust Inc’s Moderna MRNA Stock Holding History

Blue Trust Inc’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 		$78.6K Sell
1,122
-165
-13% -$8.54K ﹤0.01% 1145
2026
Q1 		$65.4K Sell
1,287
-168
-12% -$7.84K ﹤0.01% 1217
2025
Q4 		$42.9K Sell
1,455
-54
-4% -$1.47K ﹤0.01% 1412
2025
Q3 		$39K Sell
1,509
-1,283
-46% -$35.8K ﹤0.01% 1493
2025
Q2 		$77K Buy
2,792
+1,112
+66% +$29.3K ﹤0.01% 1162
2025
Q1 		$47.6K Sell
1,680
-75
-4% -$2.66K ﹤0.01% 1388
2024
Q4 		$73K Buy
1,755
+1,024
+140% +$48.9K ﹤0.01% 1072
2024
Q3 		$86.8K Buy
731
+574
+366% +$52.7K ﹤0.01% 1293
2024
Q2 		$16.7K Buy
157
+77
+96% +$9.74K ﹤0.01% 1739
2024
Q1 		$8.52K Buy
80
+10
+14% +$1.01K ﹤0.01% 1491
2023
Q4 		$8K Sell
70
-38
-35% -$3.2K ﹤0.01% 1666
2023
Q3 		$13K Buy
108
+43
+66% +$4.8K ﹤0.01% 1327
2023
Q2 		$10K Sell
65
-655
-91% -$87.4K ﹤0.01% 1309
2023
Q1 		$129K Buy
720
+500
+227% +$82.5K ﹤0.01% 687
2022
Q4 		$26K Buy
220
+166
+307% +$27.1K ﹤0.01% 1193
2022
Q3 		$7K Sell
54
-15
-22% -$2.28K ﹤0.01% 1472
2022
Q2 		$12K Buy
+69
New +$9.86K ﹤0.01% 1147

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

Blue Trust Inc's MRNA Position: Q2 2026 in Review

Blue Trust Inc reduced its Moderna (MRNA) stake by 13% in Q2 2026, selling an estimated $8.54K and leaving 1,122 shares worth $78.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

Blue Trust Inc first reported a position in MRNA in Q2 2022 and has held it in 17 quarters since. The position peaked at $129K in Q1 2023. 777 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Blue Trust Inc held 1,122 shares of Moderna worth $78.6K as of Q2 2026.
  • Blue Trust Inc sold 165 Moderna shares in Q2 2026, an estimated $8.54K.
  • Moderna made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1145 holding.
  • Blue Trust Inc first reported a position in Moderna in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Moderna position peaked at $129K in Q1 2023.
  • 777 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.