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 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

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

LAI

Legal Advantage Investments Los Altos Hills, California $285M AUM 18.63% 1-Year Est. Return

Cornerstone Wealth Management's MRNA Position: Q2 2026 in Review

Cornerstone Wealth Management opened a new position in Moderna (MRNA) in Q2 2026: 3,793 shares worth $266K. The stake represents 0.01% of the portfolio and ranks #643 among its holdings. This is a return to the name: Cornerstone Wealth Management previously reported a position in MRNA as recently as Q1 2024.

Cornerstone Wealth Management first reported a position in MRNA in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.33M in Q3 2021. 154 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

Cornerstone Wealth Management held 3,793 shares of Moderna worth $266K as of Q2 2026.
Moderna was a new Cornerstone Wealth Management position in Q2 2026.
Moderna made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #643 holding.
Cornerstone Wealth Management first reported a position in Moderna in Q1 2021 and has held it in 13 quarters since.
Cornerstone Wealth Management's Moderna position peaked at $1.33M in Q3 2021.
154 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.