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BOK Financial Private Wealth’s Moderna MRNA Stock Holding History

BOK Financial Private Wealth’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 		$3.57K Buy
+51
New +$2.64K ﹤0.01% 539
2025
Q1 		– Sell
-20
Closed -$832 – 601
2024
Q4 		$832 Hold
20
– – ﹤0.01% 525
2024
Q3 		$1.34K Hold
20
– – ﹤0.01% 488
2024
Q2 		$2.38K Hold
20
– – ﹤0.01% 426
2024
Q1 		$2.13K Hold
20
– – ﹤0.01% 424
2023
Q4 		$1.99K Buy
+20
New +$1.68K ﹤0.01% 466
2022
Q2 		– Sell
-1,253
Closed -$216K – 421
2022
Q1 		$216K Buy
1,253
+138
+12% +$23.2K 0.02% 289
2021
Q4 		$283K Sell
1,115
-62
-5% -$18.1K 0.02% 238
2021
Q3 		$453K Buy
+1,177
New +$434K 0.04% 156

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 $3.38T AUM 44.17% 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

BOK Financial Private Wealth's MRNA Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Moderna (MRNA) in Q2 2026: 51 shares worth $3.57K. The stake represents ﹤0.01% of the portfolio and ranks #539 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in MRNA as recently as Q4 2024.

BOK Financial Private Wealth first reported a position in MRNA in Q3 2021 and has held it in 9 quarters since. The position peaked at $453K in Q3 2021. 784 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • BOK Financial Private Wealth held 51 shares of Moderna worth $3.57K as of Q2 2026.
  • Moderna was a new BOK Financial Private Wealth position in Q2 2026.
  • Moderna made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #539 holding.
  • BOK Financial Private Wealth first reported a position in Moderna in Q3 2021 and has held it in 9 quarters since.
  • BOK Financial Private Wealth's Moderna position peaked at $453K in Q3 2021.
  • 784 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.