Curio Wealth’s Moderna MRNA Stock Holding History

Curio Wealth’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	–	Sell	-46	Closed	-$2.34K	–	736
2026 Q1	$2.34K	Buy	46 +2	+5%	+$93	﹤0.01%	308
2025 Q4	$1.44K	Buy	+44	New	+$1.2K	﹤0.01%	357
2025 Q3	–	Sell	-8	Closed	-$221	–	335
2025 Q2	$221	Buy	8 +7	+700%	+$184	﹤0.01%	329
2025 Q1	$333	Buy	+1	New	+$35	﹤0.01%	357

Other funds holding MRNA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return

Curio Wealth's MRNA Position: Q2 2026 in Review

Curio Wealth sold out of Moderna (MRNA) in Q2 2026, closing a stake of 46 shares — an estimated $2.34K sold.

Curio Wealth first reported a position in MRNA in Q1 2025 and held it in 4 quarters. The position peaked at $2.34K in Q1 2026. 784 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

Curio Wealth reported no remaining Moderna position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 46 Moderna shares in Q2 2026, an estimated $2.34K.
Curio Wealth first reported a position in Moderna in Q1 2025 and held it in 4 quarters.
Curio Wealth's Moderna position peaked at $2.34K in Q1 2026.
784 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.