GSWM
MRNA icon

Golden State Wealth Management’s Moderna MRNA Stock Holding History

Golden State Wealth Management’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 		$142K Buy
2,025
+2,000
+8,000% +$103K 0.01% 487
2026
Q1 		$1.27K Sell
25
-28
-53% -$1.31K ﹤0.01% 1410
2025
Q4 		$1.56K Hold
53
– – ﹤0.01% 1432
2025
Q3 		$1.37K Hold
53
– – ﹤0.01% 1459
2025
Q2 		$1.46K Sell
53
-30
-36% -$790 ﹤0.01% 1393
2025
Q1 		$2.35K Sell
83
-63
-43% -$2.24K ﹤0.01% 1291
2024
Q4 		$6.07K Buy
+146
New +$6.98K ﹤0.01% 1078
2020
Q2 		– Sell
-3,000
Closed -$90K – 634
2020
Q1 		$90K Buy
+3,000
New +$69K 0.04% 264

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

Golden State Wealth Management's MRNA Position: Q2 2026 in Review

Golden State Wealth Management increased its Moderna (MRNA) stake by 8,000% in Q2 2026, buying an estimated $103K and bringing the position to 2,025 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #487.

Golden State Wealth Management first reported a position in MRNA in Q1 2020 and has held it in 8 quarters since. 777 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Golden State Wealth Management held 2,025 shares of Moderna worth $142K as of Q2 2026.
  • Golden State Wealth Management bought 2,000 Moderna shares in Q2 2026, an estimated $103K.
  • Moderna made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #487 holding.
  • Golden State Wealth Management first reported a position in Moderna in Q1 2020 and has held it in 8 quarters since.
  • 777 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.