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Summit Securities Group’s Moderna MRNA Stock Holding History

Summit Securities Group’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
2024
Q1 		– Sell
-15,200
Closed -$1.51M – 745
2023
Q4 		$1.51M Buy
+15,200
New +$1.28M 0.14% 108
2021
Q3 		– Sell
-10
Closed -$235K – 821
2021
Q2 		$235K Buy
+10
New +$1.79K 0.02% 612

Other funds holding MRNA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Securities Group's MRNA Position: Q1 2026 in Review

Summit Securities Group increased its Moderna (MRNA) stake by 215% in Q1 2026, buying an estimated $51.7K and bringing the position to 1,626 shares worth $82.6K. The position accounts for 0.01% of the portfolio, ranked #311.

Summit Securities Group first reported a position in MRNA in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.27M in Q4 2020. 722 funds tracked by Wall St. Rank hold MRNA as of Q1 2026.

  • Summit Securities Group held 1,626 shares of Moderna worth $82.6K as of Q1 2026.
  • Summit Securities Group bought 1,109 Moderna shares in Q1 2026, an estimated $51.7K.
  • Moderna made up 0.01% of Summit Securities Group's portfolio in Q1 2026, its #311 holding.
  • Summit Securities Group first reported a position in Moderna in Q4 2020 and has held it in 11 quarters since.
  • Summit Securities Group's Moderna position peaked at $1.27M in Q4 2020.
  • 722 funds tracked by Wall St. Rank held Moderna as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.