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Evelyn Partners Investment Management Services’s Moderna MRNA Stock Holding History

Evelyn Partners Investment Management Services’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
Q1 		$15.4K Hold
304
– – ﹤0.01% 239
2025
Q4 		$8.96K Hold
304
– – ﹤0.01% 237
2025
Q3 		$7.85K Hold
304
– – ﹤0.01% 241
2025
Q2 		$8.39K Hold
304
– – ﹤0.01% 228
2025
Q1 		$8.62K Hold
304
– – ﹤0.01% 227
2024
Q4 		$12.6K Buy
+304
New +$14.5K ﹤0.01% 223

Other funds holding MRNA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evelyn Partners Investment Management Services's MRNA Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its Moderna (MRNA) position steady in Q1 2026 at 304 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Evelyn Partners Investment Management Services first reported a position in MRNA in Q4 2024 and has held it in 6 quarters since. 723 funds tracked by Wall St. Rank hold MRNA as of Q1 2026.

  • Evelyn Partners Investment Management Services held 304 shares of Moderna worth $15.4K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its Moderna share count unchanged in Q1 2026.
  • Moderna made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #239 holding.
  • Evelyn Partners Investment Management Services first reported a position in Moderna in Q4 2024 and has held it in 6 quarters since.
  • 723 funds tracked by Wall St. Rank held Moderna as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.