Modera Wealth Management’s Ginkgo Bioworks DNA Stock Holding History

Modera Wealth Management’s Portfolio DNA Stock Details DNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$216K	Hold	21,828	–	–	﹤0.01%	619
2026 Q1	$134K	Hold	21,828	–	–	﹤0.01%	618
2025 Q4	$181K	Hold	21,828	–	–	﹤0.01%	627
2025 Q3	$318K	Hold	21,828	–	–	﹤0.01%	532
2025 Q2	$246K	Buy	+21,828	New	+$169K	﹤0.01%	578
2024 Q3	–	Sell	-450	Closed	-$6.02K	–	611
2024 Q2	$6.02K	Sell	450 -1,238	-73%	-$36.9K	﹤0.01%	573
2024 Q1	$78.3K	Hold	1,688	–	–	﹤0.01%	564
2023 Q4	$114K	Hold	1,688	–	–	﹤0.01%	510
2023 Q3	$122K	Buy	+1,688	New	+$135K	﹤0.01%	528

Other funds holding DNA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ACG

Anchorage Capital Group New York $450M AUM 41.75% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

Modera Wealth Management's DNA Position: Q2 2026 in Review

Modera Wealth Management held its Ginkgo Bioworks (DNA) position steady in Q2 2026 at 21,828 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Modera Wealth Management first reported a position in DNA in Q3 2023 and has held it in 9 quarters since. The position peaked at $318K in Q3 2025. 184 funds tracked by Wall St. Rank hold DNA as of Q2 2026.

Modera Wealth Management held 21,828 shares of Ginkgo Bioworks worth $216K as of Q2 2026.
Modera Wealth Management left its Ginkgo Bioworks share count unchanged in Q2 2026.
Ginkgo Bioworks made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #619 holding.
Modera Wealth Management first reported a position in Ginkgo Bioworks in Q3 2023 and has held it in 9 quarters since.
Modera Wealth Management's Ginkgo Bioworks position peaked at $318K in Q3 2025.
184 funds tracked by Wall St. Rank held Ginkgo Bioworks as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.