Wealthspire Advisors (New York)’s Moderna MRNA Stock Holding History

Wealthspire Advisors (New York)’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	$277K	Buy	+3,953	New	+$205K	﹤0.01%	1017
2025 Q4	–	Sell	-311	Closed	-$8.02K	–	2176
2025 Q3	$8.02K	Buy	+311	New	+$8.68K	﹤0.01%	2131
2024 Q3	–	Sell	-2,605	Closed	-$309K	–	766
2024 Q2	$309K	Sell	2,605 -120	-4%	-$15.2K	﹤0.01%	533
2024 Q1	$290K	Sell	2,725 -303	-10%	-$30.5K	﹤0.01%	527
2023 Q4	$301K	Sell	3,028 -261	-8%	-$22K	﹤0.01%	526
2023 Q3	$340K	Buy	3,289 +1,546	+89%	+$172K	0.01%	463
2023 Q2	$212K	Buy	1,743 +429	+33%	+$57.2K	﹤0.01%	518
2023 Q1	$202K	Sell	1,314 -496	-27%	-$81.8K	﹤0.01%	505
2022 Q4	$325K	Buy	+1,810	New	+$296K	0.01%	442
2022 Q2	–	Sell	-1,175	Closed	-$202K	–	511
2022 Q1	$202K	Buy	+1,175	New	+$198K	﹤0.01%	415
2021 Q4	–	Sell	-578	Closed	-$222K	–	594
2021 Q3	$222K	Buy	+578	New	+$213K	﹤0.01%	527
2021 Q2	–	Sell	-2,870	Closed	-$376K	–	554
2021 Q1	$376K	Buy	+2,870	New	+$416K	0.01%	480

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s MRNA Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Moderna (MRNA) in Q2 2026: 3,953 shares worth $277K. The stake represents ﹤0.01% of the portfolio and ranks #1017 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in MRNA as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in MRNA in Q1 2021 and has held it in 12 quarters since. The position peaked at $376K in Q1 2021. 784 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

Wealthspire Advisors (New York) held 3,953 shares of Moderna worth $277K as of Q2 2026.
Moderna was a new Wealthspire Advisors (New York) position in Q2 2026.
Moderna made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1017 holding.
Wealthspire Advisors (New York) first reported a position in Moderna in Q1 2021 and has held it in 12 quarters since.
Wealthspire Advisors (New York)'s Moderna position peaked at $376K in Q1 2021.
784 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.