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Creative Planning MRNA Position History
Moderna, Inc. • Healthcare
Quarters held
12
Latest value
$515K
Q3 2026
Peak value
$21.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.4M |
| Q3 2025 | $29K |
| Q4 2025 | $2.4M |
| Q4 2025 | $18K |
| Q1 2026 | $4.4M |
| Q1 2026 | $97K |
| Q2 2026 | $51K |
| Q2 2026 | $6.3M |
| Q2 2026 | $196K |
| Q3 2026 | $220K |
| Q3 2026 | $21.3M |
| Q3 2026 | $515K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $515K | 4.0K | — | — |
| Q3 2026 | $21.3M | 110.8K | — | — |
| Q3 2026 | $220K | 1.1K | — | — |
| Q2 2026 | $196K | 10.0K | — | — |
| Q2 2026 | $6.3M | 89.9K | — | — |
| Q2 2026 | $51K | 721 | — | — |
| Q1 2026 | $97K | 10.0K | — | — |
| Q1 2026 | $4.4M | 86.9K | — | — |
| Q4 2025 | $18K | 10.0K | — | — |
| Q4 2025 | $2.4M | 80.3K | — | — |
| Q3 2025 | $29K | 1.1K | — | — |
| Q3 2025 | $2.4M | 93.8K | — | — |
Other funds holding MRNA
$1.1B
$1.1B
$832.3M
$755M
$503.8M
$461.6M
$414.3M