DWM
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Dogwood Wealth Management’s Moderna MRNA Stock Holding History

Dogwood Wealth Management’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 		$3.57K Buy
51
+36
+240% +$1.86K ﹤0.01% 566
2026
Q1 		$762 Buy
+15
New +$700 ﹤0.01% 781
2024
Q3 		– Hold
0
– – – 412
2024
Q2 		– Hold
0
– – – 398
2024
Q1 		– Hold
0
– – – 394
2023
Q4 		– Hold
0
– – – 395

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 $3.38T AUM 44.17% 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

Dogwood Wealth Management's MRNA Position: Q2 2026 in Review

Dogwood Wealth Management increased its Moderna (MRNA) stake by 240% in Q2 2026, buying an estimated $1.86K and bringing the position to 51 shares worth $3.57K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Dogwood Wealth Management first reported a position in MRNA in Q1 2026 and has held it in 2 quarters since. 784 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Dogwood Wealth Management held 51 shares of Moderna worth $3.57K as of Q2 2026.
  • Dogwood Wealth Management bought 36 Moderna shares in Q2 2026, an estimated $1.86K.
  • Moderna made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #566 holding.
  • Dogwood Wealth Management first reported a position in Moderna in Q1 2026 and has held it in 2 quarters since.
  • 784 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.