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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
Q3 		$21.8K Buy
113
+5
+5% +$539 0.01% 653
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Elevation Wealth Partners's MRNA Position: Q3 2026 in Review

Elevation Wealth Partners increased its Moderna (MRNA) stake by 4.6% in Q3 2026, buying an estimated $539 and bringing the position to 113 shares worth $21.8K. The position accounts for 0.01% of the portfolio, ranked #653.

Elevation Wealth Partners first reported a position in MRNA in Q3 2025 and has held it in 5 quarters since. 31 funds tracked by Wall St. Rank hold MRNA as of Q3 2026.

  • Elevation Wealth Partners held 113 shares of Moderna worth $21.8K as of Q3 2026.
  • Elevation Wealth Partners bought 5 Moderna shares in Q3 2026, an estimated $539.
  • Moderna made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #653 holding.
  • Elevation Wealth Partners first reported a position in Moderna in Q3 2025 and has held it in 5 quarters since.
  • 31 funds tracked by Wall St. Rank held Moderna as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.