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Private Wealth Management Group’s Moderna MRNA Stock Holding History

Private 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 		$15.1K Buy
216
+92
+74% +$4.76K ﹤0.01% 463
2026
Q1 		$6.3K Hold
124
– – ﹤0.01% 682
2025
Q4 		$3.66K Sell
124
-148
-54% -$4.02K ﹤0.01% 894
2025
Q3 		$7.03K Buy
272
+47
+21% +$1.31K ﹤0.01% 651
2025
Q2 		$6.21K Buy
225
+28
+14% +$737 ﹤0.01% 665
2025
Q1 		$5.58K Buy
197
+44
+29% +$1.56K ﹤0.01% 677
2024
Q4 		$6.36K Buy
153
+53
+53% +$2.53K ﹤0.01% 644
2024
Q3 		$6.68K Sell
100
-145
-59% -$13.3K ﹤0.01% 606
2024
Q2 		$29.1K Buy
245
+137
+127% +$17.3K 0.01% 221
2024
Q1 		$11.5K Buy
108
+54
+100% +$5.44K 0.01% 372
2023
Q4 		$5.37K Buy
+54
New +$4.54K ﹤0.01% 606

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

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

Private Wealth Management Group increased its Moderna (MRNA) stake by 74% in Q2 2026, buying an estimated $4.76K and bringing the position to 216 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Private Wealth Management Group first reported a position in MRNA in Q4 2023 and has held it in 11 quarters since. The position peaked at $29.1K in Q2 2024. 782 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Private Wealth Management Group held 216 shares of Moderna worth $15.1K as of Q2 2026.
  • Private Wealth Management Group bought 92 Moderna shares in Q2 2026, an estimated $4.76K.
  • Moderna made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #463 holding.
  • Private Wealth Management Group first reported a position in Moderna in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Moderna position peaked at $29.1K in Q2 2024.
  • 782 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.