Winnow Wealth’s Moderna MRNA Stock Holding History

Winnow Wealth’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	-16	Closed	-$480	–	393
2025 Q4	$480	Buy	+16	New	+$435	﹤0.01%	497
2025 Q2	–	Sell	-10	Closed	-$256	–	491
2025 Q1	$256	Buy	10 +4	+67%	+$142	﹤0.01%	589
2024 Q4	$250	Buy	+6	New	+$287	﹤0.01%	553

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Winnow Wealth's MRNA Position: Q1 2026 in Review

Winnow Wealth sold out of Moderna (MRNA) in Q1 2026, closing a stake of 16 shares — an estimated $480 sold.

Winnow Wealth first reported a position in MRNA in Q4 2024 and held it in 3 quarters. The position peaked at $480 in Q4 2025. 725 funds tracked by Wall St. Rank hold MRNA as of Q1 2026.

Winnow Wealth reported no remaining Moderna position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 16 Moderna shares in Q1 2026, an estimated $480.
Winnow Wealth first reported a position in Moderna in Q4 2024 and held it in 3 quarters.
Winnow Wealth's Moderna position peaked at $480 in Q4 2025.
725 funds tracked by Wall St. Rank held Moderna as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.