PDS Planning’s Moderna MRNA Stock Holding History

PDS 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	$405K	Buy	+2,104	New	+$227K	0.02%	350

Other funds holding MRNA

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

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

PDS Planning's MRNA Position: Q3 2026 in Review

PDS Planning opened a new position in Moderna (MRNA) in Q3 2026: 2,104 shares worth $405K. The stake represents 0.02% of the portfolio and ranks #350 among its holdings.

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

PDS Planning held 2,104 shares of Moderna worth $405K as of Q3 2026.
Moderna was a new PDS Planning position in Q3 2026.
Moderna made up 0.02% of PDS Planning's portfolio in Q3 2026, its #350 holding.
578 funds tracked by Wall St. Rank held Moderna as of Q3 2026.

Based on PDS Planning's 13F filing for Q3 2026, filed 3 Nov 2026.