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SteelPeak Wealth’s Moderna MRNA Stock Holding History

SteelPeak Wealth’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 		$229K Buy
+3,270
New +$169K 0.01% 584
2024
Q4 		– Sell
-2,961
Closed -$198K – 606
2024
Q3 		$198K Buy
2,961
+204
+7% +$18.7K 0.01% 456
2024
Q2 		$327K Sell
2,757
-81
-3% -$10.3K 0.02% 367
2024
Q1 		$302K Sell
2,838
-50
-2% -$5.04K 0.02% 362
2023
Q4 		$287K Sell
2,888
-323
-10% -$27.2K 0.02% 341
2023
Q3 		$332K Sell
3,211
-2,295
-42% -$256K 0.02% 316
2023
Q2 		$669K Sell
5,506
-41
-0.7% -$5.47K 0.04% 214
2023
Q1 		$852K Sell
5,547
-860
-13% -$142K 0.06% 176
2022
Q4 		$1.15M Sell
6,407
-5,493
-46% -$898K 0.08% 161
2022
Q3 		$1.41M Sell
11,900
-11,398
-49% -$1.73M 0.1% 141
2022
Q2 		$3.33M Buy
23,298
+1,970
+9% +$282K 0.24% 80
2022
Q1 		$3.67M Sell
21,328
-10,402
-33% -$1.75M 0.21% 85
2021
Q4 		$8.06M Buy
31,730
+9,413
+42% +$2.75M 0.46% 52
2021
Q3 		$8.59M Buy
22,317
+18,643
+507% +$6.88M 0.57% 49
2021
Q2 		$863K Sell
3,674
-4,765
-56% -$852K 0.06% 191
2021
Q1 		$1.1M Sell
8,439
-925
-10% -$134K 0.09% 147
2020
Q4 		$978K Buy
+9,364
New +$947K 0.09% 157

Other funds holding MRNA

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LAI
Legal Advantage Investments Los Altos Hills, California $285M AUM 18.63% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

SteelPeak Wealth's MRNA Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in Moderna (MRNA) in Q2 2026: 3,270 shares worth $229K. The stake represents 0.01% of the portfolio and ranks #584 among its holdings. This is a return to the name: SteelPeak Wealth previously reported a position in MRNA as recently as Q3 2024.

SteelPeak Wealth first reported a position in MRNA in Q4 2020 and has held it in 17 quarters since. The position peaked at $8.59M in Q3 2021. 111 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • SteelPeak Wealth held 3,270 shares of Moderna worth $229K as of Q2 2026.
  • Moderna was a new SteelPeak Wealth position in Q2 2026.
  • Moderna made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #584 holding.
  • SteelPeak Wealth first reported a position in Moderna in Q4 2020 and has held it in 17 quarters since.
  • SteelPeak Wealth's Moderna position peaked at $8.59M in Q3 2021.
  • 111 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.