Summitry LLC’s Moderna MRNA Stock Holding History

Summitry LLC’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	$522K	Sell	7,460 -645	-8%	-$33.4K	0.02%	151
2026 Q1	$412K	Buy	+8,105	New	+$378K	0.01%	157

Other funds holding MRNA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return

Summitry LLC's MRNA Position: Q2 2026 in Review

Summitry LLC reduced its Moderna (MRNA) stake by 8% in Q2 2026, selling an estimated $33.4K and leaving 7,460 shares worth $522K. The position accounts for 0.02% of the portfolio, ranked #151.

Summitry LLC first reported a position in MRNA in Q1 2026 and has held it in 2 quarters since. 777 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

Summitry LLC held 7,460 shares of Moderna worth $522K as of Q2 2026.
Summitry LLC sold 645 Moderna shares in Q2 2026, an estimated $33.4K.
Moderna made up 0.02% of Summitry LLC's portfolio in Q2 2026, its #151 holding.
Summitry LLC first reported a position in Moderna in Q1 2026 and has held it in 2 quarters since.
777 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.