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Whipplewood Advisors’s Moderna MRNA Stock Holding History

Whipplewood 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
Q1 		– Sell
-4
Closed -$118 – 1087
2025
Q4 		$118 Buy
+4
New +$109 ﹤0.01% 500
2025
Q3 		– Sell
-4
Closed -$110 – 846
2025
Q2 		$110 Sell
4
-38
-90% -$1K ﹤0.01% 1194
2025
Q1 		$113 Buy
42
+38
+950% +$1.35K ﹤0.01% 1201
2024
Q4 		$166 Buy
+4
New +$191 ﹤0.01% 1169

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Whipplewood Advisors's MRNA Position: Q1 2026 in Review

Whipplewood Advisors sold out of Moderna (MRNA) in Q1 2026, closing a stake of 4 shares — an estimated $118 sold.

Whipplewood Advisors first reported a position in MRNA in Q4 2024 and held it in 4 quarters. The position peaked at $166 in Q4 2024. 723 funds tracked by Wall St. Rank hold MRNA as of Q1 2026.

  • Whipplewood Advisors reported no remaining Moderna position as of Q1 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 4 Moderna shares in Q1 2026, an estimated $118.
  • Whipplewood Advisors first reported a position in Moderna in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Moderna position peaked at $166 in Q4 2024.
  • 723 funds tracked by Wall St. Rank held Moderna as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.