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Intentional Wealth Strategies’s Moderna MRNA Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-50
Closed -$2.54K – 584
2026
Q1 		$2.54K Buy
+50
New +$2.33K ﹤0.01% 618

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

Intentional Wealth Strategies's MRNA Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Moderna (MRNA) in Q2 2026, closing a stake of 50 shares — an estimated $2.54K sold.

Intentional Wealth Strategies first reported a position in MRNA in Q1 2026 and held it in 1 quarter. The position peaked at $2.54K in Q1 2026. 775 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Moderna position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 50 Moderna shares in Q2 2026, an estimated $2.54K.
  • Intentional Wealth Strategies first reported a position in Moderna in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Moderna position peaked at $2.54K in Q1 2026.
  • 775 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.