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Elevation Wealth Partners’s Moderna MRNA Stock Holding History

Elevation Wealth Partners’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 		$7.56K Sell
108
-7
-6% -$362 ﹤0.01% 901
2026
Q1 		$5.84K Buy
115
+41
+55% +$1.91K ﹤0.01% 666
2025
Q4 		$2.18K Buy
74
+44
+147% +$1.2K ﹤0.01% 777
2025
Q3 		$775 Buy
+30
New +$837 ﹤0.01% 768

Other funds holding MRNA

BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Elevation Wealth Partners's MRNA Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Moderna (MRNA) stake by 6.1% in Q2 2026, selling an estimated $362 and leaving 108 shares worth $7.56K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Elevation Wealth Partners first reported a position in MRNA in Q3 2025 and has held it in 4 quarters since. 247 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Elevation Wealth Partners held 108 shares of Moderna worth $7.56K as of Q2 2026.
  • Elevation Wealth Partners sold 7 Moderna shares in Q2 2026, an estimated $362.
  • Moderna made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #901 holding.
  • Elevation Wealth Partners first reported a position in Moderna in Q3 2025 and has held it in 4 quarters since.
  • 247 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.