PWPS
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
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 $2.3T 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

Pinnacle Wealth Planning Services's MRNA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Moderna (MRNA) stake by 0.29% in Q2 2026, buying an estimated $466 and bringing the position to 3,135 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #483.

Pinnacle Wealth Planning Services first reported a position in MRNA in Q4 2020 and has held it in 10 quarters since. The position peaked at $354K in Q4 2022. 782 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,135 shares of Moderna worth $220K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 9 Moderna shares in Q2 2026, an estimated $466.
  • Moderna made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #483 holding.
  • Pinnacle Wealth Planning Services first reported a position in Moderna in Q4 2020 and has held it in 10 quarters since.
  • Pinnacle Wealth Planning Services's Moderna position peaked at $354K in Q4 2022.
  • 782 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.