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HB Wealth Management’s Moderna MRNA Stock Holding History

HB 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 		$782K Sell
11,169
-1,030
-8% -$53.3K ﹤0.01% 863
2026
Q1 		$620K Buy
12,199
+4,350
+55% +$203K ﹤0.01% 872
2025
Q4 		$231K Sell
7,849
-3,084
-28% -$83.8K ﹤0.01% 1273
2025
Q3 		$282K Buy
10,933
+3,652
+50% +$102K ﹤0.01% 1103
2025
Q2 		$201K Sell
7,281
-662
-8% -$17.4K ﹤0.01% 1106
2025
Q1 		$225K Buy
+7,943
New +$282K ﹤0.01% 1097
2024
Q3 		– Sell
-4,824
Closed -$573K – 999
2024
Q2 		$573K Buy
4,824
+974
+25% +$123K 0.01% 504
2024
Q1 		$410K Buy
3,850
+919
+31% +$92.6K 0.01% 557
2023
Q4 		$291K Sell
2,931
-261
-8% -$22K ﹤0.01% 626
2023
Q3 		$330K Buy
3,192
+1,052
+49% +$117K 0.01% 541
2023
Q2 		$260K Sell
2,140
-30
-1% -$4K ﹤0.01% 590
2023
Q1 		$333K Sell
2,170
-125
-5% -$20.6K 0.01% 506
2022
Q4 		$412K Buy
+2,295
New +$375K 0.01% 439
2022
Q3 		– Sell
-1,582
Closed -$226K – 601
2022
Q2 		$226K Buy
1,582
+246
+18% +$35.2K ﹤0.01% 514
2022
Q1 		$230K Buy
+1,336
New +$225K ﹤0.01% 530

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

HB Wealth Management's MRNA Position: Q2 2026 in Review

HB Wealth Management reduced its Moderna (MRNA) stake by 8.4% in Q2 2026, selling an estimated $53.3K and leaving 11,169 shares worth $782K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

HB Wealth Management first reported a position in MRNA in Q1 2022 and has held it in 15 quarters since. 777 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • HB Wealth Management held 11,169 shares of Moderna worth $782K as of Q2 2026.
  • HB Wealth Management sold 1,030 Moderna shares in Q2 2026, an estimated $53.3K.
  • Moderna made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #863 holding.
  • HB Wealth Management first reported a position in Moderna in Q1 2022 and has held it in 15 quarters since.
  • 777 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.