WWM
MRNA icon

Westwood Wealth Management’s Moderna MRNA Stock Holding History

Westwood Wealth Management’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 		$3.72M Buy
+53,140
New +$2.75M 1.08% 19
2023
Q3 		– Sell
-1,900
Closed -$231K – 43
2023
Q2 		$231K Hold
1,900
– – 0.16% 41
2023
Q1 		$292K Hold
1,900
– – 0.26% 40
2022
Q4 		$341K Buy
1,900
+150
+9% +$24.5K 0.41% 34
2022
Q3 		$207K Sell
1,750
-400
-19% -$60.7K 0.19% 42
2022
Q2 		$307K Hold
2,150
– – 0.35% 33
2022
Q1 		$370K Sell
2,150
-4,250
-66% -$716K 0.14% 43
2021
Q4 		$1.63M Buy
+6,400
New +$1.87M 0.69% 24

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 $3.38T AUM 44.17% 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

Westwood Wealth Management's MRNA Position: Q2 2026 in Review

Westwood Wealth Management opened a new position in Moderna (MRNA) in Q2 2026: 53,140 shares worth $3.72M. The stake represents 1.08% of the portfolio and ranks #19 among its holdings. This is a return to the name: Westwood Wealth Management previously reported a position in MRNA as recently as Q2 2023.

Westwood Wealth Management first reported a position in MRNA in Q4 2021 and has held it in 8 quarters since. 783 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Westwood Wealth Management held 53,140 shares of Moderna worth $3.72M as of Q2 2026.
  • Moderna was a new Westwood Wealth Management position in Q2 2026.
  • Moderna made up 1.08% of Westwood Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Westwood Wealth Management first reported a position in Moderna in Q4 2021 and has held it in 8 quarters since.
  • 783 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Westwood Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.