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Retirement Wealth Solutions’s Moderna MRNA Stock Holding History

Retirement Wealth Solutions’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 		$4.97K Buy
71
+7
+11% +$362 ﹤0.01% 340
2026
Q1 		$3.25K Buy
64
+20
+45% +$933 ﹤0.01% 396
2025
Q4 		$1.3K Buy
44
+6
+16% +$163 ﹤0.01% 536
2025
Q3 		$982 Buy
+38
New +$1.06K ﹤0.01% 565

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

Retirement Wealth Solutions's MRNA Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Moderna (MRNA) stake by 11% in Q2 2026, buying an estimated $362 and bringing the position to 71 shares worth $4.97K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Retirement Wealth Solutions first reported a position in MRNA in Q3 2025 and has held it in 4 quarters since. 782 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Retirement Wealth Solutions held 71 shares of Moderna worth $4.97K as of Q2 2026.
  • Retirement Wealth Solutions bought 7 Moderna shares in Q2 2026, an estimated $362.
  • Moderna made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #340 holding.
  • Retirement Wealth Solutions first reported a position in Moderna in Q3 2025 and has held it in 4 quarters since.
  • 782 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.