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
2023 Q2	–	Sell	-10,800	Closed	-$1.3K	–	2755
2023 Q1	$1.3K	Buy	+10,800	New	+$1.78M	﹤0.01%	2533
2022 Q4	–	Sell	-14,800	Closed	-$26K	–	2566
2022 Q3	$26K	Hold	14,800	–	–	﹤0.01%	2169
2022 Q2	$36K	Buy	+14,800	New	+$2.12M	﹤0.01%	2090
2021 Q1	–	Sell	-5,600	Closed	-$175K	–	2680
2020 Q4	$175K	Buy	+5,600	New	+$567K	﹤0.01%	1945

Other funds holding MRNA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's MRNA Position: Q1 2026 in Review

Creative Planning increased its Moderna (MRNA) stake by 8.2% in Q1 2026, buying an estimated $307K and bringing the position to 86,909 shares worth $4.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

Creative Planning first reported a position in MRNA in Q1 2020 and has held it in 25 quarters since. The position peaked at $13.4M in Q3 2021. 722 funds tracked by Wall St. Rank hold MRNA as of Q1 2026.

Creative Planning held 86,909 shares of Moderna worth $4.41M as of Q1 2026.
Creative Planning bought 6,587 Moderna shares in Q1 2026, an estimated $307K.
Moderna made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1304 holding.
Creative Planning first reported a position in Moderna in Q1 2020 and has held it in 25 quarters since.
Creative Planning's Moderna position peaked at $13.4M in Q3 2021.
722 funds tracked by Wall St. Rank held Moderna as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.