Robertson Stephens Wealth Management’s Moderna MRNA Stock Holding History

Robertson Stephens 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	$1.03M	Sell	14,682 -173	-1%	-$8.95K	0.03%	308
2026 Q1	$755K	Sell	14,855 -3,073	-17%	-$143K	0.02%	342
2025 Q4	$529K	Buy	+17,928	New	+$487K	0.01%	417
2023 Q2	–	Sell	-1,870	Closed	-$287K	–	442
2023 Q1	$287K	Buy	1,870 +250	+15%	+$41.2K	0.02%	373
2022 Q4	$291K	Buy	+1,620	New	+$265K	0.03%	335
2022 Q3	–	Sell	-1,669	Closed	-$238K	–	384
2022 Q2	$238K	Buy	1,669 +24	+1%	+$3.43K	0.02%	328
2022 Q1	$283K	Hold	1,645	–	–	0.02%	323
2021 Q4	$417K	Buy	1,645 +183	+13%	+$53.5K	0.04%	280
2021 Q3	$562K	Buy	1,462 +342	+31%	+$126K	0.06%	191
2021 Q2	$263K	Buy	+1,120	New	+$200K	0.03%	282

Other funds holding MRNA

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

LSA

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

TFCP

Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return

Robertson Stephens Wealth Management's MRNA Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Moderna (MRNA) stake by 1.2% in Q2 2026, selling an estimated $8.95K and leaving 14,682 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #308.

Robertson Stephens Wealth Management first reported a position in MRNA in Q2 2021 and has held it in 10 quarters since. 283 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

Robertson Stephens Wealth Management held 14,682 shares of Moderna worth $1.03M as of Q2 2026.
Robertson Stephens Wealth Management sold 173 Moderna shares in Q2 2026, an estimated $8.95K.
Moderna made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #308 holding.
Robertson Stephens Wealth Management first reported a position in Moderna in Q2 2021 and has held it in 10 quarters since.
283 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.