DWS
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Dynamic Wealth Strategies’s Moderna MRNA Stock Holding History

Dynamic Wealth Strategies’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 		$2.8K Hold
40
– – ﹤0.01% 278
2026
Q1 		$2.03K Hold
40
– – ﹤0.01% 270
2025
Q4 		$1.18K Hold
40
– – ﹤0.01% 244
2025
Q3 		$1.03K Hold
40
– – ﹤0.01% 237
2025
Q2 		$1.1K Hold
40
– – ﹤0.01% 229
2025
Q1 		$1.13K Buy
+40
New +$1.42K ﹤0.01% 229
2024
Q4 		– Sell
-40
Closed -$3K – 172
2024
Q3 		$3K Hold
40
– – ﹤0.01% 219
2024
Q2 		$5K Hold
40
– – ﹤0.01% 224
2024
Q1 		$4K Hold
40
– – ﹤0.01% 230
2023
Q4 		$3.98K Buy
+40
New +$3.36K ﹤0.01% 230

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

Dynamic Wealth Strategies's MRNA Position: Q2 2026 in Review

Dynamic Wealth Strategies held its Moderna (MRNA) position steady in Q2 2026 at 40 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Dynamic Wealth Strategies first reported a position in MRNA in Q4 2023 and has held it in 10 quarters since. The position peaked at $5K in Q2 2024. 782 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Dynamic Wealth Strategies held 40 shares of Moderna worth $2.8K as of Q2 2026.
  • Dynamic Wealth Strategies left its Moderna share count unchanged in Q2 2026.
  • Moderna made up ﹤0.01% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #278 holding.
  • Dynamic Wealth Strategies first reported a position in Moderna in Q4 2023 and has held it in 10 quarters since.
  • Dynamic Wealth Strategies's Moderna position peaked at $5K in Q2 2024.
  • 782 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.