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Cornerstone Planning Group’s Moderna MRNA Stock Holding History

Cornerstone Planning 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
2026
Q2 		$4.82K Sell
83
-44
-35% -$2.28K ﹤0.01% 1095
2026
Q1 		$5.93K Buy
127
+106
+505% +$4.95K ﹤0.01% 1046
2025
Q4 		$951 Sell
21
-16
-43% -$435 ﹤0.01% 1361
2025
Q3 		$1.04K Hold
37
– – ﹤0.01% 1295
2025
Q2 		$1.02K Buy
37
+14
+61% +$369 ﹤0.01% 1107
2025
Q1 		$610 Buy
+23
New +$816 ﹤0.01% 1244
2024
Q4 		– Sell
-8
Closed -$442 – 1462
2024
Q3 		$442 Sell
8
-10
-56% -$918 ﹤0.01% 1113
2024
Q2 		$1.51K Sell
18
-1
-5% -$127 ﹤0.01% 847
2024
Q1 		$2.38K Buy
19
+8
+73% +$806 ﹤0.01% 631
2023
Q4 		$1.09K Hold
11
– – ﹤0.01% 704
2023
Q3 		$1.14K Buy
11
+1
+10% +$112 ﹤0.01% 765
2023
Q2 		$1.22K Buy
+10
New +$1.33K ﹤0.01% 1301
2022
Q4 		$3.81K Buy
+20
New +$3.27K ﹤0.01% 1015

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

Cornerstone Planning Group's MRNA Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Moderna (MRNA) stake by 35% in Q2 2026, selling an estimated $2.28K and leaving 83 shares worth $4.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Cornerstone Planning Group first reported a position in MRNA in Q4 2022 and has held it in 13 quarters since. The position peaked at $5.93K in Q1 2026. 782 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Cornerstone Planning Group held 83 shares of Moderna worth $4.82K as of Q2 2026.
  • Cornerstone Planning Group sold 44 Moderna shares in Q2 2026, an estimated $2.28K.
  • Moderna made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1095 holding.
  • Cornerstone Planning Group first reported a position in Moderna in Q4 2022 and has held it in 13 quarters since.
  • Cornerstone Planning Group's Moderna position peaked at $5.93K in Q1 2026.
  • 782 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.