CPG
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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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return