Turtle Creek Wealth Advisors’s Moderna MRNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$203K Buy
+2,899
New +$150K 0.01% 448
2024
Q1
Sell
-46
Closed -$4.58K 577
2023
Q4
$4.58K Buy
+46
New +$3.87K ﹤0.01% 664

Other funds holding MRNA

Turtle Creek Wealth Advisors's MRNA Position: Q2 2026 in Review

Turtle Creek Wealth Advisors opened a new position in Moderna (MRNA) in Q2 2026: 2,899 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #448 among its holdings. This is a return to the name: Turtle Creek Wealth Advisors previously reported a position in MRNA as recently as Q4 2023.

Turtle Creek Wealth Advisors first reported a position in MRNA in Q4 2023 and has held it in 2 quarters since. 783 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Turtle Creek Wealth Advisors held 2,899 shares of Moderna worth $203K as of Q2 2026.
  • Moderna was a new Turtle Creek Wealth Advisors position in Q2 2026.
  • Moderna made up 0.01% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #448 holding.
  • Turtle Creek Wealth Advisors first reported a position in Moderna in Q4 2023 and has held it in 2 quarters since.
  • 783 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.