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Wedmont Private Capital’s Moderna MRNA Stock Holding History

Wedmont Private Capital’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 		$1.17M Buy
5,938
+2,116
+55% +$228K 0.03% 343
2026
Q2 		$261K Sell
3,822
-727
-16% -$37.6K 0.01% 801
2026
Q1 		$237K Buy
+4,549
New +$212K 0.01% 748
2024
Q3 		– Sell
-3,075
Closed -$373K – 685
2024
Q2 		$373K Buy
3,075
+1,003
+48% +$127K 0.02% 422
2024
Q1 		$231K Buy
+2,072
New +$209K 0.02% 524
2023
Q2 		– Sell
-2,087
Closed -$334K – 513
2023
Q1 		$334K Sell
2,087
-1,428
-41% -$236K 0.04% 309
2022
Q4 		$634K Buy
+3,515
New +$575K 0.09% 162
2022
Q3 		– Sell
-2,110
Closed -$301K – 394
2022
Q2 		$301K Sell
2,110
-1,237
-37% -$177K 0.06% 234
2022
Q1 		$577K Buy
3,347
+1,276
+62% +$215K 0.13% 126
2021
Q4 		$435K Buy
+2,071
New +$606K 0.13% 123

Other funds holding MRNA

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wedmont Private Capital's MRNA Position: Q3 2026 in Review

Wedmont Private Capital increased its Moderna (MRNA) stake by 55% in Q3 2026, buying an estimated $228K and bringing the position to 5,938 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #343.

Wedmont Private Capital first reported a position in MRNA in Q4 2021 and has held it in 10 quarters since. 32 funds tracked by Wall St. Rank hold MRNA as of Q3 2026.

  • Wedmont Private Capital held 5,938 shares of Moderna worth $1.17M as of Q3 2026.
  • Wedmont Private Capital bought 2,116 Moderna shares in Q3 2026, an estimated $228K.
  • Moderna made up 0.03% of Wedmont Private Capital's portfolio in Q3 2026, its #343 holding.
  • Wedmont Private Capital first reported a position in Moderna in Q4 2021 and has held it in 10 quarters since.
  • 32 funds tracked by Wall St. Rank held Moderna as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.