Pinnacle Wealth Planning Services
MRNA icon

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
Q3 		$547K Sell
2,839
-296
-9% -$31.9K 0.05% 218
2026
Q2 		$220K Buy
3,135
+9
+0.3% +$466 0.02% 483
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
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $2.62B AUM 125.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Pinnacle Wealth Planning Services's MRNA Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Moderna (MRNA) stake by 9.4% in Q3 2026, selling an estimated $31.9K and leaving 2,839 shares worth $547K. The position accounts for 0.05% of the portfolio, ranked #218.

Pinnacle Wealth Planning Services first reported a position in MRNA in Q4 2020 and has held it in 11 quarters since. 858 funds tracked by Wall St. Rank hold MRNA as of Q3 2026.

  • Pinnacle Wealth Planning Services held 2,839 shares of Moderna worth $547K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 296 Moderna shares in Q3 2026, an estimated $31.9K.
  • Moderna made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #218 holding.
  • Pinnacle Wealth Planning Services first reported a position in Moderna in Q4 2020 and has held it in 11 quarters since.
  • 858 funds tracked by Wall St. Rank held Moderna as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.