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Whittier Trust’s Moderna MRNA Stock Holding History

Whittier Trust’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 		$81.8K Hold
1,000
– – ﹤0.01% 789
2026
Q1 		$48.8K Hold
1,000
– – ﹤0.01% 843
2025
Q4 		$35.7K Hold
1,000
– – ﹤0.01% 935
2025
Q3 		$28.5K Hold
1,000
– – ﹤0.01% 952
2025
Q2 		$27.6K Buy
+1,000
New +$26.3K ﹤0.01% 1058
2023
Q4 		– Sell
-13
Closed -$1.34K – 1610
2023
Q3 		$1.34K Buy
+13
New +$1.45K ﹤0.01% 1499
2023
Q2 		– Sell
-70
Closed -$10.8K – 1598
2023
Q1 		$10.8K Hold
70
– – ﹤0.01% 1292
2022
Q4 		$12.6K Hold
70
– – ﹤0.01% 1249
2022
Q3 		$8K Sell
70
-20
-22% -$3.04K ﹤0.01% 1377
2022
Q2 		$13K Buy
90
+20
+29% +$2.86K ﹤0.01% 1269
2022
Q1 		$12K Sell
70
-1,388
-95% -$234K ﹤0.01% 1300
2021
Q4 		$370K Buy
1,458
+400
+38% +$117K 0.01% 547
2021
Q3 		$407K Buy
1,058
+600
+131% +$221K 0.01% 496
2021
Q2 		$108K Hold
458
– – ﹤0.01% 782
2021
Q1 		$60K Buy
+458
New +$66.4K ﹤0.01% 888
2020
Q3 		– Sell
-2,226
Closed -$143K – 1475
2020
Q2 		$143K Buy
+2,226
New +$122K ﹤0.01% 608

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

Whittier Trust's MRNA Position: Q2 2026 in Review

Whittier Trust held its Moderna (MRNA) position steady in Q2 2026 at 1,000 shares worth $81.8K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Whittier Trust first reported a position in MRNA in Q2 2020 and has held it in 16 quarters since. The position peaked at $407K in Q3 2021. 777 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Whittier Trust held 1,000 shares of Moderna worth $81.8K as of Q2 2026.
  • Whittier Trust left its Moderna share count unchanged in Q2 2026.
  • Moderna made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #789 holding.
  • Whittier Trust first reported a position in Moderna in Q2 2020 and has held it in 16 quarters since.
  • Whittier Trust's Moderna position peaked at $407K in Q3 2021.
  • 777 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.