SWM
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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
Q2 		$7.92K Sell
113
-11
-9% -$569 ﹤0.01% 1045
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
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 $3.38T AUM 44.17% 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

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

SHP Wealth Management reduced its Moderna (MRNA) stake by 8.9% in Q2 2026, selling an estimated $569 and leaving 113 shares worth $7.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

SHP Wealth Management first reported a position in MRNA in Q4 2025 and has held it in 3 quarters since. 784 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • SHP Wealth Management held 113 shares of Moderna worth $7.92K as of Q2 2026.
  • SHP Wealth Management sold 11 Moderna shares in Q2 2026, an estimated $569.
  • Moderna made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1045 holding.
  • SHP Wealth Management first reported a position in Moderna in Q4 2025 and has held it in 3 quarters since.
  • 784 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.