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Twin Peaks Wealth Advisors’s Moderna MRNA Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-201
Closed -$10.2K – 1443
2026
Q1 		$10.2K Buy
+201
New +$9.38K ﹤0.01% 1054
2025
Q3 		– Sell
-361
Closed -$9.26K – 1368
2025
Q2 		$9.26K Buy
+361
New +$9.51K ﹤0.01% 982

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

Twin Peaks Wealth Advisors's MRNA Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Moderna (MRNA) in Q2 2026, closing a stake of 201 shares — an estimated $10.2K sold.

Twin Peaks Wealth Advisors first reported a position in MRNA in Q2 2025 and held it in 2 quarters. The position peaked at $10.2K in Q1 2026. 775 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Moderna position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 201 Moderna shares in Q2 2026, an estimated $10.2K.
  • Twin Peaks Wealth Advisors first reported a position in Moderna in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Moderna position peaked at $10.2K in Q1 2026.
  • 775 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.