InceptionR’s Moderna MRNA Stock Holding History

InceptionR’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 Q1	–	Sell	-18,641	Closed	-$550K	–	805
2025 Q4	$550K	Buy	18,641 +9,542	+105%	+$259K	0.15%	249
2025 Q3	$235K	Buy	+9,099	New	+$254K	0.06%	555
2023 Q2	–	Sell	-3,362	Closed	-$516K	–	558
2023 Q1	$516K	Buy	+3,362	New	+$555K	0.17%	238

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

InceptionR's MRNA Position: Q1 2026 in Review

InceptionR sold out of Moderna (MRNA) in Q1 2026, closing a stake of 18,641 shares — an estimated $550K sold.

InceptionR first reported a position in MRNA in Q1 2023 and held it in 3 quarters. The position peaked at $550K in Q4 2025. 722 funds tracked by Wall St. Rank hold MRNA as of Q1 2026.

InceptionR reported no remaining Moderna position as of Q1 2026 after selling out during the quarter.
InceptionR sold 18,641 Moderna shares in Q1 2026, an estimated $550K.
InceptionR first reported a position in Moderna in Q1 2023 and held it in 3 quarters.
InceptionR's Moderna position peaked at $550K in Q4 2025.
722 funds tracked by Wall St. Rank held Moderna as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.