Focus Partners Wealth
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Focus Partners Wealth’s Moderna MRNA Stock Holding History

Focus Partners 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
Q1 		$389K Sell
7,667
-5,843
-43% -$273K ﹤0.01% 2044
2025
Q4 		$395K Buy
13,510
+1,304
+11% +$35.4K ﹤0.01% 2060
2025
Q3 		$315K Sell
12,206
-8,131
-40% -$227K ﹤0.01% 1817
2025
Q2 		$561K Sell
20,337
-3,210
-14% -$84.5K ﹤0.01% 1385
2025
Q1 		$668K Buy
23,547
+7,937
+51% +$282K ﹤0.01% 1214
2024
Q4 		$649K Sell
15,610
-7,652
-33% -$366K ﹤0.01% 1220
2024
Q3 		$1.55M Sell
23,262
-3,752
-14% -$344K 0.01% 832
2024
Q2 		$3.21M Sell
27,014
-4,828
-15% -$611K 0.01% 574
2024
Q1 		$3.39M Buy
31,842
+18,642
+141% +$1.88M 0.03% 399
2023
Q4 		$1.31M Buy
+13,200
New +$1.11M 0.02% 408

Other funds holding MRNA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $2.9T AUM 29.55% 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

Focus Partners Wealth's MRNA Position: Q1 2026 in Review

Focus Partners Wealth reduced its Moderna (MRNA) stake by 43% in Q1 2026, selling an estimated $273K and leaving 7,667 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #2044.

Focus Partners Wealth first reported a position in MRNA in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.39M in Q1 2024. 722 funds tracked by Wall St. Rank hold MRNA as of Q1 2026.

  • Focus Partners Wealth held 7,667 shares of Moderna worth $389K as of Q1 2026.
  • Focus Partners Wealth sold 5,843 Moderna shares in Q1 2026, an estimated $273K.
  • Moderna made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2044 holding.
  • Focus Partners Wealth first reported a position in Moderna in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Moderna position peaked at $3.39M in Q1 2024.
  • 722 funds tracked by Wall St. Rank held Moderna as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.