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Spire Wealth Management’s Moderna MRNA Stock Holding History

Spire 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 		$68.9K Buy
984
+59
+6% +$3.05K ﹤0.01% 1083
2026
Q1 		$47K Buy
925
+462
+100% +$21.6K ﹤0.01% 1184
2025
Q4 		$13.7K Buy
463
+26
+6% +$706 ﹤0.01% 1619
2025
Q3 		$11.3K Sell
437
-9,202
-95% -$257K ﹤0.01% 1708
2025
Q2 		$266K Buy
9,639
+4,222
+78% +$111K 0.01% 686
2025
Q1 		$154K Sell
5,417
-17,807
-77% -$632K ﹤0.01% 887
2024
Q4 		$966K Buy
23,224
+22,192
+2,150% +$1.06M 0.03% 402
2024
Q3 		$69K Sell
1,032
-20
-2% -$1.84K ﹤0.01% 1039
2024
Q2 		$125K Sell
1,052
-256
-20% -$32.4K ﹤0.01% 837
2024
Q1 		$139K Buy
1,308
+197
+18% +$19.9K ﹤0.01% 894
2023
Q4 		$111K Sell
1,111
-1,269
-53% -$107K ﹤0.01% 966
2023
Q3 		$246K Buy
2,380
+314
+15% +$35K 0.01% 649
2023
Q2 		$251K Sell
2,066
-225
-10% -$30K 0.01% 659
2023
Q1 		$352K Sell
2,291
-296
-11% -$48.8K 0.01% 579
2022
Q4 		$465K Sell
2,587
-163
-6% -$26.7K 0.03% 369
2022
Q3 		$325K Sell
2,750
-236
-8% -$35.8K 0.02% 421
2022
Q2 		$427K Buy
2,986
+1,687
+130% +$241K 0.02% 520
2022
Q1 		$224K Sell
1,299
-636
-33% -$107K 0.01% 841
2021
Q4 		$491K Sell
1,935
-2,635
-58% -$770K 0.01% 708
2021
Q3 		$1.77M Buy
4,570
+1,636
+56% +$603K 0.05% 308
2021
Q2 		$749K Buy
2,934
+1,045
+55% +$187K 0.02% 496
2021
Q1 		$239K Buy
+1,889
New +$274K 0.01% 983

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

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

Spire Wealth Management increased its Moderna (MRNA) stake by 6.4% in Q2 2026, buying an estimated $3.05K and bringing the position to 984 shares worth $68.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

Spire Wealth Management first reported a position in MRNA in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.77M in Q3 2021. 782 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Spire Wealth Management held 984 shares of Moderna worth $68.9K as of Q2 2026.
  • Spire Wealth Management bought 59 Moderna shares in Q2 2026, an estimated $3.05K.
  • Moderna made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1083 holding.
  • Spire Wealth Management first reported a position in Moderna in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Moderna position peaked at $1.77M in Q3 2021.
  • 782 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.