CX Institutional’s Moderna MRNA Stock Holding History

CX Institutional’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	$1.67M	Sell	8,675 -45	-0.5%	-$4.85K	0.05%	277
2026 Q2	$611K	Buy	8,720 +817	+10%	+$42.3K	0.02%	417
2026 Q1	$401K	Sell	7,903 -218	-3%	-$10.2K	0.01%	516
2025 Q4	$239K	Buy	8,121 +1,000	+14%	+$27.2K	0.01%	648
2025 Q3	$184K	Buy	7,121 +6,088	+589%	+$170K	0.01%	715
2025 Q2	$29K	Buy	1,033 +949	+1,130%	+$25K	﹤0.01%	924
2025 Q1	$2K	Buy	+84	New	+$2.98K	﹤0.01%	1144
2024 Q3	–	Sell	-4,437	Closed	-$527K	–	587
2024 Q2	$527K	Buy	4,437 +1,471	+50%	+$186K	0.02%	364
2024 Q1	$316K	Buy	2,966 +591	+25%	+$59.6K	0.02%	442
2023 Q4	$236K	Buy	+2,375	New	+$200K	0.01%	458
2023 Q2	–	Sell	-2,234	Closed	-$352K	–	526
2023 Q1	$352K	Buy	2,234 +997	+81%	+$164K	0.02%	392
2022 Q4	$222K	Buy	+1,237	New	+$202K	0.01%	481
2022 Q3	–	Sell	-61	Closed	-$9K	–	889
2022 Q2	$9K	Buy	+61	New	+$8.72K	﹤0.01%	965
2021 Q4	–	Sell	-13	Closed	-$5K	–	711
2021 Q3	$5K	Buy	+13	New	+$4.79K	﹤0.01%	866

Other funds holding MRNA

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

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

LAI

Legal Advantage Investments Los Altos Hills, California $468M AUM 7.83% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

CX Institutional's MRNA Position: Q3 2026 in Review

CX Institutional reduced its Moderna (MRNA) stake by 0.52% in Q3 2026, selling an estimated $4.85K and leaving 8,675 shares worth $1.67M. The position accounts for 0.05% of the portfolio, ranked #277.

CX Institutional first reported a position in MRNA in Q3 2021 and has held it in 14 quarters since. 198 funds tracked by Wall St. Rank hold MRNA as of Q3 2026.

CX Institutional held 8,675 shares of Moderna worth $1.67M as of Q3 2026.
CX Institutional sold 45 Moderna shares in Q3 2026, an estimated $4.85K.
Moderna made up 0.05% of CX Institutional's portfolio in Q3 2026, its #277 holding.
CX Institutional first reported a position in Moderna in Q3 2021 and has held it in 14 quarters since.
198 funds tracked by Wall St. Rank held Moderna as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.