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 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 $5.72T AUM 30.48% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ACG

Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.18B AUM 27.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Modera Wealth Management's DNA Position: Q1 2026 in Review

Modera Wealth Management held its Ginkgo Bioworks (DNA) position steady in Q1 2026 at 21,828 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Modera Wealth Management first reported a position in DNA in Q3 2023 and has held it in 8 quarters since. The position peaked at $318K in Q3 2025. 174 funds tracked by Wall St. Rank hold DNA as of Q1 2026.

Modera Wealth Management held 21,828 shares of Ginkgo Bioworks worth $134K as of Q1 2026.
Modera Wealth Management left its Ginkgo Bioworks share count unchanged in Q1 2026.
Ginkgo Bioworks made up ﹤0.01% of Modera Wealth Management's portfolio in Q1 2026, its #618 holding.
Modera Wealth Management first reported a position in Ginkgo Bioworks in Q3 2023 and has held it in 8 quarters since.
Modera Wealth Management's Ginkgo Bioworks position peaked at $318K in Q3 2025.
174 funds tracked by Wall St. Rank held Ginkgo Bioworks as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.