PWM
MRNA icon

Parkworth Wealth Management’s Moderna MRNA Stock Holding History

Parkworth 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
2025
Q2 		$13.8K Hold
500
– – 0.01% 139
2025
Q1 		$14.2K Buy
+500
New +$17.7K 0.01% 124

Other funds holding MRNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Parkworth Wealth Management's MRNA Position: Q2 2025 in Review

Parkworth Wealth Management held its Moderna (MRNA) position steady in Q2 2025 at 500 shares worth $13.8K. The position accounts for 0.01% of the portfolio, ranked #139.

Parkworth Wealth Management first reported a position in MRNA in Q1 2025 and has held it in 2 quarters since. The position peaked at $14.2K in Q1 2025. 674 funds tracked by Wall St. Rank hold MRNA as of Q2 2025.

  • Parkworth Wealth Management held 500 shares of Moderna worth $13.8K as of Q2 2025.
  • Parkworth Wealth Management left its Moderna share count unchanged in Q2 2025.
  • Moderna made up 0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #139 holding.
  • Parkworth Wealth Management first reported a position in Moderna in Q1 2025 and has held it in 2 quarters since.
  • Parkworth Wealth Management's Moderna position peaked at $14.2K in Q1 2025.
  • 674 funds tracked by Wall St. Rank held Moderna as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.