Winch Advisory Services’s Moderna MRNA Stock Holding History

Winch Advisory Services’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	$490	Hold	7	–	–	﹤0.01%	521
2026 Q1	$356	Hold	7	–	–	﹤0.01%	485
2025 Q4	$206	Hold	7	–	–	﹤0.01%	486
2025 Q3	$181	Hold	7	–	–	﹤0.01%	490
2025 Q2	$193	Hold	7	–	–	﹤0.01%	481
2025 Q1	$198	Hold	7	–	–	﹤0.01%	477
2024 Q4	$291	Hold	7	–	–	﹤0.01%	522
2024 Q3	$468	Hold	7	–	–	﹤0.01%	425
2024 Q2	$831	Hold	7	–	–	﹤0.01%	405
2024 Q1	$746	Hold	7	–	–	﹤0.01%	402
2023 Q4	$696	Hold	7	–	–	﹤0.01%	398
2023 Q3	$1K	Sell	7 -125	-95%	-$13.9K	﹤0.01%	399
2023 Q2	$16K	Hold	132	–	–	0.01%	212
2023 Q1	$20K	Hold	132	–	–	0.01%	191
2022 Q4	$24K	Hold	132	–	–	0.01%	175
2022 Q3	$16K	Hold	132	–	–	0.01%	186
2022 Q2	$19K	Sell	132 -95	-42%	-$13.6K	0.01%	181
2022 Q1	$39K	Hold	227	–	–	0.01%	148
2021 Q4	$58K	Hold	227	–	–	0.02%	127
2021 Q3	$87K	Buy	227 +95	+72%	+$35K	0.03%	97
2021 Q2	$31K	Buy	132 +125	+1,786%	+$22.3K	0.01%	158
2021 Q1	$1K	Hold	7	–	–	﹤0.01%	427
2020 Q4	$1K	Buy	+7	New	+$708	﹤0.01%	408

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 $3.37T AUM 44.26% 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

Winch Advisory Services's MRNA Position: Q2 2026 in Review

Winch Advisory Services held its Moderna (MRNA) position steady in Q2 2026 at 7 shares worth $490. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Winch Advisory Services first reported a position in MRNA in Q4 2020 and has held it in 23 quarters since. The position peaked at $87K in Q3 2021. 782 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

Winch Advisory Services held 7 shares of Moderna worth $490 as of Q2 2026.
Winch Advisory Services left its Moderna share count unchanged in Q2 2026.
Moderna made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #521 holding.
Winch Advisory Services first reported a position in Moderna in Q4 2020 and has held it in 23 quarters since.
Winch Advisory Services's Moderna position peaked at $87K in Q3 2021.
782 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.