HighTower Advisors’s Moderna MRNA Stock Holding History

HighTower Advisors’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
2025 Q2	–	Sell	-100	Closed	-$4	–	3902
2025 Q1	$4	Sell	100 -100	-50%	-$3.55K	﹤0.01%	3720
2024 Q4	$595	Buy	+200	New	+$9.56K	﹤0.01%	3725
2024 Q3	–	Sell	-1,600	Closed	-$50.7K	–	3885
2024 Q2	$50.7K	Sell	1,600 -200	-11%	-$25.3K	﹤0.01%	3307
2024 Q1	$23.2K	Buy	+1,800	New	+$181K	﹤0.01%	3339
2023 Q2	–	Sell	-100	Closed	-$4.19K	–	3589
2023 Q1	$4.19K	Buy	+100	New	+$16.5K	﹤0.01%	3242
2022 Q3	–	Sell	-100	Closed	-$1K	–	3301
2022 Q2	$1K	Buy	100 +96	+2,400%	+$13.7K	﹤0.01%	3193
2022 Q1	$22K	Buy	+4	New	+$673	﹤0.01%	3156
2021 Q3	–	Sell	-500	Closed	-$9K	–	3340
2021 Q2	$9K	Buy	+500	New	+$89.4K	﹤0.01%	3005
2020 Q4	–	Sell	-300	Closed	-$6K	–	2746
2020 Q3	$6K	Sell	300 -300	-50%	-$20.9K	﹤0.01%	2453
2020 Q2	$2K	Buy	600 +200	+50%	+$11K	﹤0.01%	2382
2020 Q1	$2K	Buy	+400	New	+$9.2K	﹤0.01%	2179

Other funds holding MRNA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors's MRNA Position: Q1 2026 in Review

HighTower Advisors increased its Moderna (MRNA) stake by 33% in Q1 2026, buying an estimated $303K and bringing the position to 26,175 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2001.

HighTower Advisors first reported a position in MRNA in Q1 2020 and has held it in 25 quarters since. The position peaked at $19.4M in Q3 2021. 722 funds tracked by Wall St. Rank hold MRNA as of Q1 2026.

HighTower Advisors held 26,175 shares of Moderna worth $1.33M as of Q1 2026.
HighTower Advisors bought 6,502 Moderna shares in Q1 2026, an estimated $303K.
Moderna made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2001 holding.
HighTower Advisors first reported a position in Moderna in Q1 2020 and has held it in 25 quarters since.
HighTower Advisors's Moderna position peaked at $19.4M in Q3 2021.
722 funds tracked by Wall St. Rank held Moderna as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.