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Lake Hills Wealth Management’s Moderna MRNA Stock Holding History

Lake Hills 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 		$976K Buy
13,936
+4,590
+49% +$237K 0.44% 39
2026
Q1 		$475K Buy
+9,346
New +$436K 0.27% 36

Other funds holding MRNA

BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return

Lake Hills Wealth Management's MRNA Position: Q2 2026 in Review

Lake Hills Wealth Management increased its Moderna (MRNA) stake by 49% in Q2 2026, buying an estimated $237K and bringing the position to 13,936 shares worth $976K. The position accounts for 0.44% of the portfolio, ranked #39.

Lake Hills Wealth Management first reported a position in MRNA in Q1 2026 and has held it in 2 quarters since. 259 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Lake Hills Wealth Management held 13,936 shares of Moderna worth $976K as of Q2 2026.
  • Lake Hills Wealth Management bought 4,590 Moderna shares in Q2 2026, an estimated $237K.
  • Moderna made up 0.44% of Lake Hills Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Lake Hills Wealth Management first reported a position in Moderna in Q1 2026 and has held it in 2 quarters since.
  • 259 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.