Planning Strategies Inc.’s Moderna MRNA Stock Holding History

Planning Strategies Inc.’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	$560	Buy	+8	New	+$414	﹤0.01%	841

Other funds holding MRNA

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

LSA

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TFCP

Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Planning Strategies Inc.'s MRNA Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Moderna (MRNA) in Q2 2026: 8 shares worth $560. The stake represents ﹤0.01% of the portfolio and ranks #841 among its holdings.

243 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

Planning Strategies Inc. held 8 shares of Moderna worth $560 as of Q2 2026.
Moderna was a new Planning Strategies Inc. position in Q2 2026.
Moderna made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #841 holding.
243 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.