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 Q4	–	Sell	-54,000	Closed	-$35.7K	–	3855
2025 Q3	$35.7K	Buy	+54,000	New	+$1.51M	﹤0.01%	3632
2024 Q4	–	Sell	-42,500	Closed	-$223K	–	3979
2024 Q3	$223K	Buy	+42,500	New	+$3.9M	﹤0.01%	3061
2024 Q1	–	Sell	-1,300	Closed	-$18.3K	–	3870
2023 Q4	$18.3K	Buy	1,300 +1,293	+18,471%	+$109K	﹤0.01%	3404
2023 Q3	$18K	Sell	7 -1	-13%	-$112	﹤0.01%	3341
2023 Q2	$14.1K	Sell	8 -192	-96%	-$25.6K	﹤0.01%	3277
2023 Q1	$2.07K	Buy	200 +197	+6,567%	+$32.5K	﹤0.01%	3288
2022 Q4	$5.97K	Buy	+3	New	+$491	﹤0.01%	3206
2022 Q3	–	Sell	-200	Closed	-$1K	–	3302
2022 Q2	$1K	Buy	+200	New	+$28.6K	﹤0.01%	3194
2022 Q1	–	Sell	-9	Closed	-$115K	–	3575
2021 Q4	$115K	Sell	9 -791	-99%	-$231K	﹤0.01%	2899
2021 Q3	$39K	Buy	+800	New	+$295K	﹤0.01%	2955
2021 Q1	–	Sell	-2	Closed	-$5K	–	3189
2020 Q4	$5K	Buy	+2	New	+$202	﹤0.01%	2538

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.