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Strategic Wealth Partners’s Moderna MRNA Stock Holding History

Strategic Wealth Partners’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 		$6.09K Sell
87
-50
-36% -$2.59K ﹤0.01% 1017
2026
Q1 		$6.96K Hold
137
– – ﹤0.01% 972
2025
Q4 		$4.04K Sell
137
-29
-17% -$788 ﹤0.01% 1096
2025
Q3 		$4.29K Sell
166
-191
-54% -$5.33K ﹤0.01% 1066
2025
Q2 		$9.85K Buy
+357
New +$9.4K ﹤0.01% 790

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

Strategic Wealth Partners's MRNA Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Moderna (MRNA) stake by 36% in Q2 2026, selling an estimated $2.59K and leaving 87 shares worth $6.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

Strategic Wealth Partners first reported a position in MRNA in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.85K in Q2 2025. 775 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Strategic Wealth Partners held 87 shares of Moderna worth $6.09K as of Q2 2026.
  • Strategic Wealth Partners sold 50 Moderna shares in Q2 2026, an estimated $2.59K.
  • Moderna made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1017 holding.
  • Strategic Wealth Partners first reported a position in Moderna in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Moderna position peaked at $9.85K in Q2 2025.
  • 775 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.