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Cornerstone Wealth Management’s Moderna MRNA Stock Holding History

Cornerstone Wealth Management’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
-3,793
Closed -$266K – 770
2026
Q2 		$266K Buy
+3,793
New +$196K 0.01% 643
2024
Q2 		– Sell
-2,537
Closed -$270K – 563
2024
Q1 		$270K Sell
2,537
-280
-10% -$28.2K 0.02% 447
2023
Q4 		$280K Buy
2,817
+4
+0.1% +$336 0.02% 424
2023
Q3 		$291K Sell
2,813
-149
-5% -$16.6K 0.03% 424
2023
Q2 		$360K Sell
2,962
-599
-17% -$79.9K 0.03% 365
2023
Q1 		$547K Buy
+3,561
New +$587K 0.05% 273
2022
Q3 		$346K Hold
2,923
– – 0.04% 321
2022
Q2 		$418K Buy
2,923
+73
+3% +$10.4K 0.05% 296
2022
Q1 		$491K Sell
2,850
-465
-14% -$78.3K 0.05% 276
2021
Q4 		$841K Sell
3,315
-150
-4% -$43.9K 0.08% 204
2021
Q3 		$1.33M Buy
3,465
+950
+38% +$350K 0.14% 148
2021
Q2 		$591K Sell
2,515
-111
-4% -$19.8K 0.06% 260
2021
Q1 		$344K Buy
+2,626
New +$381K 0.04% 333

Other funds holding MRNA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Beau Ventures
Beau Ventures Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return

Cornerstone Wealth Management's MRNA Position: Q3 2026 in Review

Cornerstone Wealth Management sold out of Moderna (MRNA) in Q3 2026, closing a stake of 3,793 shares — an estimated $266K sold.

Cornerstone Wealth Management first reported a position in MRNA in Q1 2021 and held it in 13 quarters. The position peaked at $1.33M in Q3 2021. 633 funds tracked by Wall St. Rank hold MRNA as of Q3 2026.

  • Cornerstone Wealth Management reported no remaining Moderna position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Wealth Management sold 3,793 Moderna shares in Q3 2026, an estimated $266K.
  • Cornerstone Wealth Management first reported a position in Moderna in Q1 2021 and held it in 13 quarters.
  • Cornerstone Wealth Management's Moderna position peaked at $1.33M in Q3 2021.
  • 633 funds tracked by Wall St. Rank held Moderna as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.