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Perfromance Wealth Partners’s Moderna MRNA Stock Holding History

Perfromance Wealth Partners’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
Q2 		$214K Buy
+3,062
New +$158K 0.01% 219
2024
Q3 		– Sell
-2,000
Closed -$238K – 201
2024
Q2 		$238K Buy
+2,000
New +$253K 0.01% 139
2023
Q2 		– Sell
-1,509
Closed -$232K – 189
2023
Q1 		$232K Sell
1,509
-1,101
-42% -$182K 0.01% 161
2022
Q4 		$469K Buy
2,610
+400
+18% +$65.4K 0.03% 106
2022
Q3 		$261K Sell
2,210
-700
-24% -$106K 0.02% 131
2022
Q2 		$416K Hold
2,910
– – 0.02% 107
2022
Q1 		$501K Buy
2,910
+1,200
+70% +$202K 0.02% 108
2021
Q4 		$434K Buy
+1,710
New +$500K 0.02% 123

Other funds holding MRNA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return

Perfromance Wealth Partners's MRNA Position: Q2 2026 in Review

Perfromance Wealth Partners opened a new position in Moderna (MRNA) in Q2 2026: 3,062 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #219 among its holdings. This is a return to the name: Perfromance Wealth Partners previously reported a position in MRNA as recently as Q2 2024.

Perfromance Wealth Partners first reported a position in MRNA in Q4 2021 and has held it in 8 quarters since. The position peaked at $501K in Q1 2022. 782 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Perfromance Wealth Partners held 3,062 shares of Moderna worth $214K as of Q2 2026.
  • Moderna was a new Perfromance Wealth Partners position in Q2 2026.
  • Moderna made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #219 holding.
  • Perfromance Wealth Partners first reported a position in Moderna in Q4 2021 and has held it in 8 quarters since.
  • Perfromance Wealth Partners's Moderna position peaked at $501K in Q1 2022.
  • 782 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.