Pinnacle Wealth Planning Services’s Moderna MRNA Stock Holding History

Pinnacle Wealth Planning Services’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 Q1	$159K	Buy	3,126 +118	+4%	+$5.5K	0.02%	564
2025 Q4	$88.7K	Buy	+3,008	New	+$81.7K	0.01%	845
2024 Q3	–	Sell	-1,825	Closed	-$217K	–	548
2024 Q2	$217K	Buy	+1,825	New	+$231K	0.03%	396
2023 Q2	–	Sell	-1,740	Closed	-$267K	–	492
2023 Q1	$267K	Sell	1,740 -233	-12%	-$38.4K	0.04%	296
2022 Q4	$354K	Buy	+1,973	New	+$323K	0.06%	232
2022 Q3	–	Sell	-1,556	Closed	-$222K	–	431
2022 Q2	$222K	Buy	+1,556	New	+$222K	0.04%	315
2022 Q1	–	Sell	-1,017	Closed	-$259K	–	466
2021 Q4	$259K	Buy	1,017 +185	+22%	+$54.1K	0.05%	289
2021 Q3	$320K	Buy	+832	New	+$307K	0.07%	230
2021 Q1	–	Sell	-581	Closed	-$61K	–	1329
2020 Q4	$61K	Buy	+581	New	+$58.8K	0.01%	701

Other funds holding MRNA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Wealth Planning Services's MRNA Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Moderna (MRNA) stake by 3.9% in Q1 2026, buying an estimated $5.5K and bringing the position to 3,126 shares worth $159K. The position accounts for 0.02% of the portfolio, ranked #564.

Pinnacle Wealth Planning Services first reported a position in MRNA in Q4 2020 and has held it in 9 quarters since. The position peaked at $354K in Q4 2022. 722 funds tracked by Wall St. Rank hold MRNA as of Q1 2026.

Pinnacle Wealth Planning Services held 3,126 shares of Moderna worth $159K as of Q1 2026.
Pinnacle Wealth Planning Services bought 118 Moderna shares in Q1 2026, an estimated $5.5K.
Moderna made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #564 holding.
Pinnacle Wealth Planning Services first reported a position in Moderna in Q4 2020 and has held it in 9 quarters since.
Pinnacle Wealth Planning Services's Moderna position peaked at $354K in Q4 2022.
722 funds tracked by Wall St. Rank held Moderna as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.