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Rothschild Investment LLC’s Moderna MRNA Stock Holding History

Rothschild Investment LLC’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 		$564K Buy
8,058
+7,286
+944% +$377K 0.02% 565
2026
Q1 		$39.2K Buy
772
+385
+99% +$18K ﹤0.01% 1196
2025
Q4 		$11.4K Sell
387
-234
-38% -$6.36K ﹤0.01% 1520
2025
Q3 		$16K Sell
621
-299
-33% -$8.34K ﹤0.01% 1294
2025
Q2 		$25.4K Buy
920
+446
+94% +$11.7K ﹤0.01% 966
2025
Q1 		$13.4K Sell
474
-107
-18% -$3.8K ﹤0.01% 1101
2024
Q4 		$24.2K Buy
581
+199
+52% +$9.51K ﹤0.01% 953
2024
Q3 		$25.5K Sell
382
-278
-42% -$25.5K ﹤0.01% 942
2024
Q2 		$78.4K Buy
660
+222
+51% +$28.1K 0.01% 674
2024
Q1 		$46.7K Buy
438
+65
+17% +$6.55K ﹤0.01% 742
2023
Q4 		$37.1K Buy
+373
New +$31.4K ﹤0.01% 720
2022
Q1 		– Sell
-830
Closed -$211K – 531
2021
Q4 		$211K Buy
+830
New +$243K 0.02% 469
2021
Q2 		– Sell
-5,675
Closed -$743K – 494
2021
Q1 		$743K Buy
+5,675
New +$822K 0.06% 252

Other funds holding MRNA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Rothschild Investment LLC's MRNA Position: Q2 2026 in Review

Rothschild Investment LLC increased its Moderna (MRNA) stake by 944% in Q2 2026, buying an estimated $377K and bringing the position to 8,058 shares worth $564K. The position accounts for 0.02% of the portfolio, ranked #565.

Rothschild Investment LLC first reported a position in MRNA in Q1 2021 and has held it in 13 quarters since. The position peaked at $743K in Q1 2021. 364 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Rothschild Investment LLC held 8,058 shares of Moderna worth $564K as of Q2 2026.
  • Rothschild Investment LLC bought 7,286 Moderna shares in Q2 2026, an estimated $377K.
  • Moderna made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #565 holding.
  • Rothschild Investment LLC first reported a position in Moderna in Q1 2021 and has held it in 13 quarters since.
  • Rothschild Investment LLC's Moderna position peaked at $743K in Q1 2021.
  • 364 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.