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Douglas Lane & Associates’s Moderna MRNA Stock Holding History

Douglas Lane & Associates’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 		$224M Sell
1,160,945
-182,534
-14% -$19.7M 3% 3
2026
Q2 		$94.1M Buy
1,343,479
+31,999
+2% +$1.66M 1.28% 18
2026
Q1 		$66.6M Buy
1,311,480
+20,015
+2% +$934K 0.96% 38
2025
Q4 		$38.1M Buy
1,291,465
+163,031
+14% +$4.43M 0.52% 81
2025
Q3 		$29.1M Buy
1,128,434
+198,269
+21% +$5.53M 0.41% 91
2025
Q2 		$25.7M Buy
930,165
+56,648
+6% +$1.49M 0.37% 92
2025
Q1 		$24.8M Buy
873,517
+99,713
+13% +$3.54M 0.36% 94
2024
Q4 		$32.2M Buy
773,804
+298,715
+63% +$14.3M 0.45% 89
2024
Q3 		$31.8M Buy
475,089
+70,889
+18% +$6.51M 0.44% 88
2024
Q2 		$48M Buy
404,200
+11,161
+3% +$1.41M 0.68% 57
2024
Q1 		$41.9M Buy
393,039
+56,901
+17% +$5.74M 0.59% 67
2023
Q4 		$33.4M Sell
336,138
-19,039
-5% -$1.6M 0.52% 76
2023
Q3 		$36.7M Buy
355,177
+94,810
+36% +$10.6M 0.62% 63
2023
Q2 		$31.6M Buy
260,367
+54,034
+26% +$7.21M 0.51% 72
2023
Q1 		$31.7M Buy
206,333
+18,408
+10% +$3.04M 0.53% 70
2022
Q4 		$33.8M Buy
187,925
+45,432
+32% +$7.43M 0.56% 61
2022
Q3 		$16.9M Buy
142,493
+29,131
+26% +$4.42M 0.31% 94
2022
Q2 		$16.2M Buy
113,362
+41,081
+57% +$5.87M 0.28% 97
2022
Q1 		$12.5M Buy
72,281
+48,917
+209% +$8.24M 0.18% 110
2021
Q4 		$5.93M Buy
23,364
+6,407
+38% +$1.87M 0.08% 115
2021
Q3 		$6.53M Buy
16,957
+6,421
+61% +$2.37M 0.09% 113
2021
Q2 		$2.48M Buy
+10,536
New +$1.88M 0.03% 129

Other funds holding MRNA

BVL
Beau Ventures, LLc Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
LAI
Legal Advantage Investments Los Altos Hills, California $468M AUM 7.83% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
NIM
Nicollet Investment Management Minneapolis, Minnesota $336M AUM 22.24% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Douglas Lane & Associates's MRNA Position: Q3 2026 in Review

Douglas Lane & Associates reduced its Moderna (MRNA) stake by 14% in Q3 2026, selling an estimated $19.7M and leaving 1,160,945 shares worth $224M. The position accounts for 3% of the portfolio, ranked #3.

Douglas Lane & Associates first reported a position in MRNA in Q2 2021 and has held it in 22 quarters since. 62 funds tracked by Wall St. Rank hold MRNA as of Q3 2026.

  • Douglas Lane & Associates held 1,160,945 shares of Moderna worth $224M as of Q3 2026.
  • Douglas Lane & Associates sold 182,534 Moderna shares in Q3 2026, an estimated $19.7M.
  • Moderna made up 3% of Douglas Lane & Associates's portfolio in Q3 2026, its #3 holding.
  • Douglas Lane & Associates first reported a position in Moderna in Q2 2021 and has held it in 22 quarters since.
  • 62 funds tracked by Wall St. Rank held Moderna as of Q3 2026.

Based on Douglas Lane & Associates's 13F filing for Q3 2026, filed 9 Oct 2026.