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Elevated Private Wealth’s Moderna MRNA Stock Holding History

Elevated Private 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 		$1.75M Buy
+25,040
New +$1.3M 1.66% 19
2025
Q4 		$1.05M Buy
+35,467
New +$964K 1.08% 43

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

Elevated Private Wealth's MRNA Position: Q2 2026 in Review

Elevated Private Wealth opened a new position in Moderna (MRNA) in Q2 2026: 25,040 shares worth $1.75M. The stake represents 1.66% of the portfolio and ranks #19 among its holdings. This is a return to the name: Elevated Private Wealth previously reported a position in MRNA as recently as Q4 2025.

Elevated Private Wealth first reported a position in MRNA in Q4 2025 and has held it in 2 quarters since. 780 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Elevated Private Wealth held 25,040 shares of Moderna worth $1.75M as of Q2 2026.
  • Moderna was a new Elevated Private Wealth position in Q2 2026.
  • Moderna made up 1.66% of Elevated Private Wealth's portfolio in Q2 2026, its #19 holding.
  • Elevated Private Wealth first reported a position in Moderna in Q4 2025 and has held it in 2 quarters since.
  • 780 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Elevated Private Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.