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Crestwood Advisors Group, LLC

Position in MRNA — Moderna, Inc.

CIK 1426853 BOSTON, MA

Position in MRNA

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$322,698
+$99,788 QoQ
Shares Held
4,608
+5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#429
of 772 holders
Holding Since
Jun 2021
5 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in MRNA Over Time

Shares Held

Position Value (USD)

Position in Biotechnology

Healthcare · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $9,188,630 across 10 Biotechnology names. MRNA ranks #6 (3.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 MRNA
Moderna, Inc.
This page
4,608 $322,698

All Filings in MRNA

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5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $322,698 4,608
2026-03-31 $222,910 4,388
2021-12-31 $384,271 1,513
2021-09-30 $559,586 1,454
2021-06-30 $305,474 1,300