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Ritholtz Wealth Management’s Moderna MRNA Stock Holding History

Ritholtz Wealth Management’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 		$240K Buy
+3,426
New +$177K ﹤0.01% 1159
2023
Q4 		– Sell
-2,122
Closed -$219K – 779
2023
Q3 		$219K Buy
2,122
+452
+27% +$50.4K 0.01% 634
2023
Q2 		$203K Buy
1,670
+145
+10% +$19.3K 0.01% 619
2023
Q1 		$234K Sell
1,525
-713
-32% -$118K 0.01% 578
2022
Q4 		$402K Sell
2,238
-1,069
-32% -$175K 0.02% 404
2022
Q3 		$391K Buy
+3,307
New +$502K 0.02% 464
2022
Q2 		– Sell
-1,350
Closed -$233K – 580
2022
Q1 		$233K Buy
1,350
+15
+1% +$2.52K 0.02% 471
2021
Q4 		$339K Sell
1,335
-61
-4% -$17.8K 0.02% 385
2021
Q3 		$537K Buy
+1,396
New +$515K 0.04% 255

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

Ritholtz Wealth Management's MRNA Position: Q2 2026 in Review

Ritholtz Wealth Management opened a new position in Moderna (MRNA) in Q2 2026: 3,426 shares worth $240K. The stake represents ﹤0.01% of the portfolio and ranks #1159 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in MRNA as recently as Q3 2023.

Ritholtz Wealth Management first reported a position in MRNA in Q3 2021 and has held it in 9 quarters since. The position peaked at $537K in Q3 2021. 782 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Ritholtz Wealth Management held 3,426 shares of Moderna worth $240K as of Q2 2026.
  • Moderna was a new Ritholtz Wealth Management position in Q2 2026.
  • Moderna made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1159 holding.
  • Ritholtz Wealth Management first reported a position in Moderna in Q3 2021 and has held it in 9 quarters since.
  • Ritholtz Wealth Management's Moderna position peaked at $537K in Q3 2021.
  • 782 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.