Focus Partners Wealth
MRNA icon

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
Q2 		$1.01M Buy
14,472
+6,805
+89% +$352K ﹤0.01% 1647
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 $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 $3.38T AUM 44.17% 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

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

Focus Partners Wealth increased its Moderna (MRNA) stake by 89% in Q2 2026, buying an estimated $352K and bringing the position to 14,472 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1647.

Focus Partners Wealth first reported a position in MRNA in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.39M in Q1 2024. 784 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Focus Partners Wealth held 14,472 shares of Moderna worth $1.01M as of Q2 2026.
  • Focus Partners Wealth bought 6,805 Moderna shares in Q2 2026, an estimated $352K.
  • Moderna made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1647 holding.
  • Focus Partners Wealth first reported a position in Moderna in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Moderna position peaked at $3.39M in Q1 2024.
  • 784 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

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