Pinnacle Associates’s Moderna MRNA Stock Holding History

Pinnacle Associates’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	$429K	Buy	+2,228	New	+$240K	﹤0.01%	719
2023 Q4	–	Sell	-2,880	Closed	-$297K	–	837
2023 Q3	$297K	Sell	2,880 -105	-4%	-$11.7K	0.01%	677
2023 Q2	$363K	Buy	2,985 +346	+13%	+$46.2K	0.01%	633
2023 Q1	$405K	Sell	2,639 -111	-4%	-$18.3K	0.01%	562
2022 Q4	$494K	Sell	2,750 -307	-10%	-$50.2K	0.01%	503
2022 Q3	$361K	Buy	3,057 +552	+22%	+$83.8K	0.01%	561
2022 Q2	$358K	Sell	2,505 -258	-9%	-$36.9K	0.01%	573
2022 Q1	$476K	Buy	2,763 +230	+9%	+$38.7K	0.01%	574
2021 Q4	$643K	Buy	2,533 +682	+37%	+$199K	0.01%	518
2021 Q3	$712K	Buy	1,851 +120	+7%	+$44.3K	0.01%	501
2021 Q2	$407K	Buy	+1,731	New	+$309K	0.01%	585

Other funds holding MRNA

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Pinnacle Associates's MRNA Position: Q3 2026 in Review

Pinnacle Associates opened a new position in Moderna (MRNA) in Q3 2026: 2,228 shares worth $429K. The stake represents ﹤0.01% of the portfolio and ranks #719 among its holdings. This is a return to the name: Pinnacle Associates previously reported a position in MRNA as recently as Q3 2023.

Pinnacle Associates first reported a position in MRNA in Q2 2021 and has held it in 11 quarters since. The position peaked at $712K in Q3 2021. 633 funds tracked by Wall St. Rank hold MRNA as of Q3 2026.

Pinnacle Associates held 2,228 shares of Moderna worth $429K as of Q3 2026.
Moderna was a new Pinnacle Associates position in Q3 2026.
Moderna made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #719 holding.
Pinnacle Associates first reported a position in Moderna in Q2 2021 and has held it in 11 quarters since.
Pinnacle Associates's Moderna position peaked at $712K in Q3 2021.
633 funds tracked by Wall St. Rank held Moderna as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.