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BOLTON SECURITIES CORPORATION’s Moderna MRNA Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$148K Sell
766
-114
-13% -$12.3K 0.01% 997
2026
Q2 		$61.6K Sell
880
-20
-2% -$1.04K ﹤0.01% 1260
2026
Q1 		$45.7K Buy
+900
New +$42K ﹤0.01% 1248
2025
Q3 		$24.3K Buy
+940
New +$26.2K ﹤0.01% 1341
2025
Q1 		$13.9K Buy
+490
New +$17.4K ﹤0.01% 1361

Other funds holding MRNA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's MRNA Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Moderna (MRNA) stake by 13% in Q3 2026, selling an estimated $12.3K and leaving 766 shares worth $148K. The position accounts for 0.01% of the portfolio, ranked #997.

BOLTON SECURITIES CORPORATION first reported a position in MRNA in Q1 2025 and has held it in 5 quarters since. 702 funds tracked by Wall St. Rank hold MRNA as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 766 shares of Moderna worth $148K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 114 Moderna shares in Q3 2026, an estimated $12.3K.
  • Moderna made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #997 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Moderna in Q1 2025 and has held it in 5 quarters since.
  • 702 funds tracked by Wall St. Rank held Moderna as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.