Creative Planning’s Moderna MRNA Stock Holding History

Creative Planning’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	$515K	Sell	4,000 -6,000	-60%	-$647K	﹤0.01%	3264
2026 Q2	$196K	Hold	10,000	–	–	﹤0.01%	3883
2026 Q1	$96.6K	Hold	10,000	–	–	﹤0.01%	3912
2025 Q4	$18.1K	Buy	+10,000	New	+$272K	﹤0.01%	3853
2023 Q3	–	Sell	-100	Closed	-$1.35K	–	2985
2023 Q2	$1.35K	Buy	+100	New	+$13.3K	﹤0.01%	2608
2022 Q4	–	Sell	-400	Closed	-$13K	–	2565
2022 Q3	$13K	Buy	+400	New	+$60.7K	﹤0.01%	2209
2021 Q2	–	Sell	-200	Closed	-$1K	–	2389
2021 Q1	$1K	Buy	+200	New	+$29K	﹤0.01%	2591
2020 Q4	–	Sell	-1,000	Closed	-$4K	–	2421
2020 Q3	$4K	Buy	1,000 +400	+67%	+$27.9K	﹤0.01%	2055
2020 Q2	$2K	Buy	+600	New	+$32.9K	﹤0.01%	1955

Other funds holding MRNA

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Beau Ventures Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return

Creative Planning's MRNA Position: Q3 2026 in Review

Creative Planning increased its Moderna (MRNA) stake by 24% in Q3 2026, buying an estimated $2.3M and bringing the position to 111,987 shares worth $21.6M. The position accounts for 0.01% of the portfolio, ranked #508.

Creative Planning first reported a position in MRNA in Q1 2020 and has held it in 27 quarters since. 573 funds tracked by Wall St. Rank hold MRNA as of Q3 2026.

Creative Planning held 111,987 shares of Moderna worth $21.6M as of Q3 2026.
Creative Planning bought 21,317 Moderna shares in Q3 2026, an estimated $2.3M.
Moderna made up 0.01% of Creative Planning's portfolio in Q3 2026, its #508 holding.
Creative Planning first reported a position in Moderna in Q1 2020 and has held it in 27 quarters since.
573 funds tracked by Wall St. Rank held Moderna as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.