Cornerstone Planning Group
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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
Q3 		– Sell
-83
Closed -$4.82K – 1104
2026
Q2 		$4.82K Sell
83
-44
-35% -$2.28K ﹤0.01% 1095
2026
Q1 		$5.93K Buy
127
+106
+505% +$4.94K ﹤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

Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Beau Ventures, LLc
Beau Ventures, LLc Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
LAI
Legal Advantage Investments Los Altos Hills, California $468M AUM 7.83% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Cornerstone Planning Group's MRNA Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Moderna (MRNA) in Q3 2026, closing a stake of 83 shares — an estimated $4.82K sold.

Cornerstone Planning Group first reported a position in MRNA in Q4 2022 and held it in 13 quarters. The position peaked at $5.93K in Q1 2026. 221 funds tracked by Wall St. Rank hold MRNA as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Moderna position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 83 Moderna shares in Q3 2026, an estimated $4.82K.
  • Cornerstone Planning Group first reported a position in Moderna in Q4 2022 and held it in 13 quarters.
  • Cornerstone Planning Group's Moderna position peaked at $5.93K in Q1 2026.
  • 221 funds tracked by Wall St. Rank held Moderna as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.