Global Retirement Partners’s Moderna MRNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$189K Buy
+2,702
New +$140K ﹤0.01% 1617
2025
Q4
$85.3K Buy
2,893
+17
+0.6% +$462 ﹤0.01% 2007
2025
Q3
$74.3K Buy
2,876
+1,107
+63% +$30.9K ﹤0.01% 1679
2025
Q2
$48.8K Buy
+1,769
New +$46.6K ﹤0.01% 1785
2024
Q4
$97K Sell
2,334
-292
-11% -$14K ﹤0.01% 1284
2024
Q3
$175K Sell
2,626
-1,684
-39% -$155K 0.01% 968
2024
Q2
$512K Sell
4,310
-1,845
-30% -$233K 0.02% 607
2024
Q1
$656K Buy
6,155
+2,971
+93% +$299K 0.02% 463
2023
Q4
$325K Buy
3,184
+327
+11% +$27.5K 0.01% 586
2023
Q3
$298K Buy
2,857
+90
+3% +$10K 0.02% 550
2023
Q2
$336K Sell
2,767
-2
-0.1% -$267 0.02% 535
2023
Q1
$360K Buy
2,769
+80
+3% +$13.2K 0.02% 501
2022
Q4
$483K Buy
2,689
+559
+26% +$91.4K 0.03% 377
2022
Q3
$320K Buy
2,130
+213
+11% +$32.3K 0.02% 448
2022
Q2
$274K Sell
1,917
-13
-0.7% -$1.86K 0.02% 491
2022
Q1
$255K Buy
+1,930
New +$325K 0.02% 502
2021
Q4
Sell
-865
Closed -$333K 1209
2021
Q3
$333K Buy
865
+565
+188% +$208K 0.03% 372
2021
Q2
$70K Buy
300
+21
+8% +$3.75K 0.01% 740
2021
Q1
$37K Sell
279
-116
-29% -$16.8K ﹤0.01% 898
2020
Q4
$41K Sell
395
-82
-17% -$8.3K 0.01% 797
2020
Q3
$34K Buy
477
+60
+14% +$4.18K 0.01% 743
2020
Q2
$27K Sell
417
-723
-63% -$39.6K ﹤0.01% 808
2020
Q1
$34K Buy
+1,140
New +$26.2K 0.01% 659
2019
Q3
Sell
-850
Closed -$12K 1658
2019
Q2
$12K Hold
850
﹤0.01% 1063
2019
Q1
$17K Buy
+850
New +$15.8K ﹤0.01% 884

Other funds holding MRNA

Global Retirement Partners's MRNA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Moderna (MRNA) in Q2 2026: 2,702 shares worth $189K. The stake represents ﹤0.01% of the portfolio and ranks #1617 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in MRNA as recently as Q4 2025.

Global Retirement Partners first reported a position in MRNA in Q1 2019 and has held it in 25 quarters since. The position peaked at $656K in Q1 2024. 782 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Global Retirement Partners held 2,702 shares of Moderna worth $189K as of Q2 2026.
  • Moderna was a new Global Retirement Partners position in Q2 2026.
  • Moderna made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1617 holding.
  • Global Retirement Partners first reported a position in Moderna in Q1 2019 and has held it in 25 quarters since.
  • Global Retirement Partners's Moderna position peaked at $656K in Q1 2024.
  • 782 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.