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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
Q3 		$10K Buy
52
+2
+4% +$216 ﹤0.01% 1069
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

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BVL
Beau Ventures, LLc Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
LAI
Legal Advantage Investments Los Altos Hills, California $468M AUM 7.83% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
NIM
Nicollet Investment Management Minneapolis, Minnesota $336M AUM 22.24% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

True Wealth Design's MRNA Position: Q3 2026 in Review

True Wealth Design increased its Moderna (MRNA) stake by 4% in Q3 2026, buying an estimated $216 and bringing the position to 52 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

True Wealth Design first reported a position in MRNA in Q4 2022 and has held it in 14 quarters since. 92 funds tracked by Wall St. Rank hold MRNA as of Q3 2026.

  • True Wealth Design held 52 shares of Moderna worth $10K as of Q3 2026.
  • True Wealth Design bought 2 Moderna shares in Q3 2026, an estimated $216.
  • Moderna made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1069 holding.
  • True Wealth Design first reported a position in Moderna in Q4 2022 and has held it in 14 quarters since.
  • 92 funds tracked by Wall St. Rank held Moderna as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.