PWMG
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Prestige Wealth Management Group’s Moderna MRNA Stock Holding History

Prestige Wealth Management Group’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 		$9.6K Hold
137
– – ﹤0.01% 451
2026
Q1 		$6.96K Hold
137
– – ﹤0.01% 486
2025
Q4 		$4.04K Buy
137
+6
+5% +$163 ﹤0.01% 626
2025
Q3 		$3.38K Buy
131
+114
+671% +$3.18K ﹤0.01% 636
2025
Q2 		$470 Sell
17
-47
-73% -$1.24K ﹤0.01% 938
2025
Q1 		$1.81K Buy
64
+54
+540% +$1.92K ﹤0.01% 759
2024
Q4 		$416 Sell
10
-31
-76% -$1.48K ﹤0.01% 988
2024
Q3 		$2.74K Buy
41
+24
+141% +$2.2K ﹤0.01% 716
2024
Q2 		$2.02K Sell
17
-19
-53% -$2.4K ﹤0.01% 714
2024
Q1 		$3.84K Buy
36
+19
+112% +$1.92K ﹤0.01% 629
2023
Q4 		$1.69K Buy
17
+4
+31% +$336 ﹤0.01% 781
2023
Q3 		$1.34K Sell
13
-14
-52% -$1.56K ﹤0.01% 824
2023
Q2 		$3.28K Buy
27
+8
+42% +$1.07K ﹤0.01% 682
2023
Q1 		$2.92K Sell
19
-23
-55% -$3.79K ﹤0.01% 679
2022
Q4 		$7.54K Buy
42
+9
+27% +$1.47K ﹤0.01% 526
2022
Q3 		$4K Sell
33
-111
-77% -$16.8K ﹤0.01% 602
2022
Q2 		$20K Buy
144
+106
+279% +$15.2K 0.01% 333
2022
Q1 		$7K Buy
38
+20
+111% +$3.37K ﹤0.01% 542
2021
Q4 		$5K Sell
18
-86
-83% -$25.1K ﹤0.01% 646
2021
Q3 		$40K Buy
104
+57
+121% +$21K 0.01% 278
2021
Q2 		$11K Buy
+47
New +$8.4K ﹤0.01% 461
2021
Q1 		– Sell
-400
Closed -$42K – 1005
2020
Q4 		$42K Hold
400
– – 0.01% 266
2020
Q3 		$28K Buy
400
+200
+100% +$13.9K 0.01% 313
2020
Q2 		$13K Buy
+200
New +$11K ﹤0.01% 391

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

Prestige Wealth Management Group's MRNA Position: Q2 2026 in Review

Prestige Wealth Management Group held its Moderna (MRNA) position steady in Q2 2026 at 137 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Prestige Wealth Management Group first reported a position in MRNA in Q2 2020 and has held it in 24 quarters since. The position peaked at $42K in Q4 2020. 782 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Prestige Wealth Management Group held 137 shares of Moderna worth $9.6K as of Q2 2026.
  • Prestige Wealth Management Group left its Moderna share count unchanged in Q2 2026.
  • Moderna made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #451 holding.
  • Prestige Wealth Management Group first reported a position in Moderna in Q2 2020 and has held it in 24 quarters since.
  • Prestige Wealth Management Group's Moderna position peaked at $42K in Q4 2020.
  • 782 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.