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True Wealth Design’s Moderna MRNA Stock Holding History

True Wealth Design’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 		$3.5K Buy
+50
New +$2.59K ﹤0.01% 1473
2025
Q4 		– Sell
-9
Closed -$233 – 2730
2025
Q3 		$233 Sell
9
-57
-86% -$1.59K ﹤0.01% 2268
2025
Q2 		$1.82K Buy
66
+20
+43% +$527 ﹤0.01% 1219
2025
Q1 		$1.3K Buy
46
+41
+820% +$1.46K ﹤0.01% 1166
2024
Q4 		$208 Sell
5
-5
-50% -$239 ﹤0.01% 1220
2024
Q3 		$669 Buy
10
+1
+11% +$92 ﹤0.01% 1046
2024
Q2 		$1.07K Buy
9
+1
+13% +$127 ﹤0.01% 498
2024
Q1 		$853 Buy
8
+3
+60% +$302 ﹤0.01% 501
2023
Q4 		$498 Hold
5
– – ﹤0.01% 473
2023
Q3 		$517 Hold
5
– – ﹤0.01% 423
2023
Q2 		$608 Sell
5
-20
-80% -$2.67K ﹤0.01% 395
2023
Q1 		$3.84K Buy
25
+1
+4% +$165 ﹤0.01% 288
2022
Q4 		$4.31K Buy
+24
New +$3.92K ﹤0.01% 258

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

True Wealth Design's MRNA Position: Q2 2026 in Review

True Wealth Design opened a new position in Moderna (MRNA) in Q2 2026: 50 shares worth $3.5K. The stake represents ﹤0.01% of the portfolio and ranks #1473 among its holdings. This is a return to the name: True Wealth Design previously reported a position in MRNA as recently as Q3 2025.

True Wealth Design first reported a position in MRNA in Q4 2022 and has held it in 13 quarters since. The position peaked at $4.31K in Q4 2022. 780 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • True Wealth Design held 50 shares of Moderna worth $3.5K as of Q2 2026.
  • Moderna was a new True Wealth Design position in Q2 2026.
  • Moderna made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1473 holding.
  • True Wealth Design first reported a position in Moderna in Q4 2022 and has held it in 13 quarters since.
  • True Wealth Design's Moderna position peaked at $4.31K in Q4 2022.
  • 780 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.