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Crewe Advisors’s Moderna MRNA Stock Holding History

Crewe Advisors’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 		$51K Buy
728
+2
+0.3% +$103 ﹤0.01% 431
2026
Q1 		$36.9K Hold
726
– – ﹤0.01% 406
2025
Q4 		$21.4K Hold
726
– – ﹤0.01% 476
2025
Q3 		$18.8K Sell
726
-13
-2% -$363 ﹤0.01% 509
2025
Q2 		$20.4K Sell
739
-675
-48% -$17.8K ﹤0.01% 363
2025
Q1 		$40.1K Hold
1,414
– – 0.01% 287
2024
Q4 		$58.8K Sell
1,414
-46
-3% -$2.2K 0.01% 266
2024
Q3 		$97.6K Hold
1,460
– – 0.01% 232
2024
Q2 		$173K Sell
1,460
-104
-7% -$13.2K 0.02% 187
2024
Q1 		$167K Buy
+1,564
New +$158K 0.02% 193
2023
Q4 		– Sell
-676
Closed -$69.8K – 596
2023
Q3 		$69.8K Sell
676
-1
-0.1% -$112 0.01% 120
2023
Q2 		$82.3K Sell
677
-15
-2% -$2K 0.01% 220
2023
Q1 		$106K Sell
692
-29
-4% -$4.78K 0.02% 221
2022
Q4 		$130K Sell
721
-107
-13% -$17.5K 0.02% 196
2022
Q3 		$98K Buy
828
+53
+7% +$8.04K 0.02% 227
2022
Q2 		$111K Buy
775
+100
+15% +$14.3K 0.02% 196
2022
Q1 		$116K Hold
675
– – 0.02% 163
2021
Q4 		$171K Hold
675
– – 0.03% 95
2021
Q3 		$260K Hold
675
– – 0.06% 57
2021
Q2 		$159K Hold
675
– – 0.04% 85
2021
Q1 		$88K Hold
675
– – 0.02% 114
2020
Q4 		$71K Buy
+675
New +$68.3K 0.03% 112

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

Crewe Advisors's MRNA Position: Q2 2026 in Review

Crewe Advisors increased its Moderna (MRNA) stake by 0.28% in Q2 2026, buying an estimated $103 and bringing the position to 728 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Crewe Advisors first reported a position in MRNA in Q4 2020 and has held it in 22 quarters since. The position peaked at $260K in Q3 2021. 783 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Crewe Advisors held 728 shares of Moderna worth $51K as of Q2 2026.
  • Crewe Advisors bought 2 Moderna shares in Q2 2026, an estimated $103.
  • Moderna made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #431 holding.
  • Crewe Advisors first reported a position in Moderna in Q4 2020 and has held it in 22 quarters since.
  • Crewe Advisors's Moderna position peaked at $260K in Q3 2021.
  • 783 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.