Premier Path Wealth Partners
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Premier Path Wealth Partners’s Moderna MRNA Stock Holding History

Premier Path 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
Q3 		– Sell
-3,231
Closed -$226K – 404
2026
Q2 		$226K Buy
+3,231
New +$167K 0.03% 385
2024
Q3 		– Sell
-2,380
Closed -$283K – 378
2024
Q2 		$283K Buy
+2,380
New +$301K 0.05% 304

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Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Beau Ventures
Beau Ventures Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Lingotto Investment Management
Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return

Premier Path Wealth Partners's MRNA Position: Q3 2026 in Review

Premier Path Wealth Partners sold out of Moderna (MRNA) in Q3 2026, closing a stake of 3,231 shares — an estimated $226K sold.

Premier Path Wealth Partners first reported a position in MRNA in Q2 2024 and held it in 2 quarters. The position peaked at $283K in Q2 2024. 573 funds tracked by Wall St. Rank hold MRNA as of Q3 2026.

  • Premier Path Wealth Partners reported no remaining Moderna position as of Q3 2026 after selling out during the quarter.
  • Premier Path Wealth Partners sold 3,231 Moderna shares in Q3 2026, an estimated $226K.
  • Premier Path Wealth Partners first reported a position in Moderna in Q2 2024 and held it in 2 quarters.
  • Premier Path Wealth Partners's Moderna position peaked at $283K in Q2 2024.
  • 573 funds tracked by Wall St. Rank held Moderna as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.