SHP Wealth Management’s Moderna MRNA Stock Holding History

SHP 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 Q1	$6.31K	Sell	124 -40	-24%	-$1.87K	﹤0.01%	1014
2025 Q4	$4.84K	Buy	+164	New	+$4.46K	﹤0.01%	990

Other funds holding MRNA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SHP Wealth Management's MRNA Position: Q1 2026 in Review

SHP Wealth Management reduced its Moderna (MRNA) stake by 24% in Q1 2026, selling an estimated $1.87K and leaving 124 shares worth $6.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

SHP Wealth Management first reported a position in MRNA in Q4 2025 and has held it in 2 quarters since. 723 funds tracked by Wall St. Rank hold MRNA as of Q1 2026.

SHP Wealth Management held 124 shares of Moderna worth $6.31K as of Q1 2026.
SHP Wealth Management sold 40 Moderna shares in Q1 2026, an estimated $1.87K.
Moderna made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1014 holding.
SHP Wealth Management first reported a position in Moderna in Q4 2025 and has held it in 2 quarters since.
723 funds tracked by Wall St. Rank held Moderna as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.