Next Level Wealth Planning’s Moderna MRNA Stock Holding History

Next Level Wealth Planning’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 Q3	$33.5K	Buy	+174	New	+$18.8K	0.01%	215

Other funds holding MRNA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Beau Ventures Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Next Level Wealth Planning's MRNA Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Moderna (MRNA) in Q3 2026: 174 shares worth $33.5K. The stake represents 0.01% of the portfolio and ranks #215 among its holdings.

530 funds tracked by Wall St. Rank hold MRNA as of Q3 2026.

Next Level Wealth Planning held 174 shares of Moderna worth $33.5K as of Q3 2026.
Moderna was a new Next Level Wealth Planning position in Q3 2026.
Moderna made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #215 holding.
530 funds tracked by Wall St. Rank held Moderna as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.