EPW
MRNA icon

Evolve Private Wealth’s Moderna MRNA Stock Holding History

Evolve 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 		$263K Buy
+3,753
New +$194K 0.02% 794

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

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

Evolve Private Wealth opened a new position in Moderna (MRNA) in Q2 2026: 3,753 shares worth $263K. The stake represents 0.02% of the portfolio and ranks #794 among its holdings.

777 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Evolve Private Wealth held 3,753 shares of Moderna worth $263K as of Q2 2026.
  • Moderna was a new Evolve Private Wealth position in Q2 2026.
  • Moderna made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #794 holding.
  • 777 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.