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Hamilton Wealth’s Moderna MRNA Stock Holding History

Hamilton 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 		$5.55M Sell
79,310
-1,418
-2% -$73.4K 1.02% 28
2026
Q1 		$4.1M Sell
80,728
-24,338
-23% -$1.14M 0.8% 32
2025
Q4 		$2.53M Buy
+105,066
New +$2.85M 0.48% 40
2024
Q3 		– Sell
-34,027
Closed -$4.04M – 121
2024
Q2 		$4.04M Sell
34,027
-267
-0.8% -$33.8K 1.09% 29
2024
Q1 		$3.65M Sell
34,294
-37,907
-53% -$3.82M 1.14% 26
2023
Q4 		$7.18M Buy
72,201
+57,339
+386% +$4.82M 2.26% 14
2023
Q3 		$1.54M Buy
+14,862
New +$1.66M 0.55% 35
2023
Q2 		– Sell
-11,107
Closed -$1.71M – 101
2023
Q1 		$1.71M Buy
11,107
+755
+7% +$125K 0.6% 34
2022
Q4 		$1.86M Buy
+10,352
New +$1.69M 0.76% 33

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

Hamilton Wealth's MRNA Position: Q2 2026 in Review

Hamilton Wealth reduced its Moderna (MRNA) stake by 1.8% in Q2 2026, selling an estimated $73.4K and leaving 79,310 shares worth $5.55M. The position accounts for 1.02% of the portfolio, ranked #28.

Hamilton Wealth first reported a position in MRNA in Q4 2022 and has held it in 9 quarters since. The position peaked at $7.18M in Q4 2023. 783 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Hamilton Wealth held 79,310 shares of Moderna worth $5.55M as of Q2 2026.
  • Hamilton Wealth sold 1,418 Moderna shares in Q2 2026, an estimated $73.4K.
  • Moderna made up 1.02% of Hamilton Wealth's portfolio in Q2 2026, its #28 holding.
  • Hamilton Wealth first reported a position in Moderna in Q4 2022 and has held it in 9 quarters since.
  • Hamilton Wealth's Moderna position peaked at $7.18M in Q4 2023.
  • 783 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Hamilton Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.