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JPL Wealth Management’s Moderna MRNA Stock Holding History

JPL 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 		$701 Buy
10
+5
+100% +$259 ﹤0.01% 1358
2026
Q1 		$254 Buy
+5
New +$233 ﹤0.01% 1389
2025
Q4 		– Sell
-5
Closed -$130 – 737
2025
Q3 		$130 Buy
+5
New +$139 ﹤0.01% 1162

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

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

JPL Wealth Management increased its Moderna (MRNA) stake by 100% in Q2 2026, buying an estimated $259 and bringing the position to 10 shares worth $701. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

JPL Wealth Management first reported a position in MRNA in Q3 2025 and has held it in 3 quarters since. 782 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • JPL Wealth Management held 10 shares of Moderna worth $701 as of Q2 2026.
  • JPL Wealth Management bought 5 Moderna shares in Q2 2026, an estimated $259.
  • Moderna made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1358 holding.
  • JPL Wealth Management first reported a position in Moderna in Q3 2025 and has held it in 3 quarters since.
  • 782 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.