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Crestwood Advisors Group’s Moderna MRNA Stock Holding History

Crestwood Advisors 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
Q2 		$323K Buy
4,608
+220
+5% +$11.4K ﹤0.01% 658
2026
Q1 		$223K Buy
+4,388
New +$205K ﹤0.01% 697
2022
Q1 		– Sell
-1,513
Closed -$384K – 302
2021
Q4 		$384K Buy
1,513
+59
+4% +$17.3K 0.01% 226
2021
Q3 		$560K Buy
1,454
+154
+12% +$56.8K 0.02% 191
2021
Q2 		$305K Buy
+1,300
New +$232K 0.01% 229

Other funds holding MRNA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return

Crestwood Advisors Group's MRNA Position: Q2 2026 in Review

Crestwood Advisors Group increased its Moderna (MRNA) stake by 5% in Q2 2026, buying an estimated $11.4K and bringing the position to 4,608 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Crestwood Advisors Group first reported a position in MRNA in Q2 2021 and has held it in 5 quarters since. The position peaked at $560K in Q3 2021. 777 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Crestwood Advisors Group held 4,608 shares of Moderna worth $323K as of Q2 2026.
  • Crestwood Advisors Group bought 220 Moderna shares in Q2 2026, an estimated $11.4K.
  • Moderna made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #658 holding.
  • Crestwood Advisors Group first reported a position in Moderna in Q2 2021 and has held it in 5 quarters since.
  • Crestwood Advisors Group's Moderna position peaked at $560K in Q3 2021.
  • 777 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.