Belpointe Asset Management LLC

Position in MRNA — Moderna, Inc.

CIK 1721242 RENO, NV

Position in MRNA

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$1,729,333

+$1,487,073 QoQ

Shares Held

34,042

+314.4% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 100.ToString("F0")% None 0.ToString("F0")%

Healthcare · as of Mar 31, 2026

Belpointe Asset Management LLC holds $7,054,376 across 13 Biotechnology names. MRNA ranks #1 (24.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRNA	Moderna, Inc. This page	34,042	$1,729,333
2	REGN	Regeneron Pharmaceuticals, Inc.	2,213	$1,709,852
3	VRTX	Vertex Pharmaceuticals Inc / Ma	2,776	$1,239,595
4	HALO	Halozyme Therapeutics, Inc.	15,088	$975,137
5	SPRY	ARS Pharmaceuticals, Inc.	38,445	$308,713
6	GALT	Galectin Therapeutics Inc	106,139	$296,127
7	INCY	Incyte Corp	2,742	$258,077
8	KLRS	Kalaris Therapeutics, Inc.	40,000	$230,800

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,729,333	34,042	+314.4%	Shares	Other	2026-04-28
2025-12-31	$242,260	8,215	+0.1%	Shares	Other	2026-01-27
2025-09-30	$212,012	8,208	0.0%	Shares	Other	2025-11-03
2025-06-30	$226,458	8,208	+0.2%	Shares	Other	2025-07-22
2025-03-31	$232,271	8,193	+18.3%	Shares	Other	2025-05-20
2024-09-30	$462,931	6,927	+235.9%	Shares	Sole	2024-11-13
2024-06-30	$244,862	2,062	-88.4%	Shares	Sole	2024-08-02
2024-03-31	$1,902,309	17,852	+16.9%	Shares	Sole	2024-05-08
2023-12-31	$1,518,104	15,265	+101.4%	Shares	Sole	2024-02-13
2023-09-30	$782,938	7,580	+239.3%	Shares	Sole	2023-11-15
2023-06-30	$271,431	2,234	-91.7%	Shares	Sole	2023-08-15
2023-03-31	$4,135,448	26,927	-14.1%	Shares	Sole	2023-05-15
2022-12-31	$5,630,009	31,344	+65.8%	Shares	Sole	2023-02-08
2022-09-30	$2,236,107	18,910	+279.6%	Shares	Sole	2022-11-14
2022-06-30	$711,678	4,982	-9.3%	Shares	Sole	2022-08-02
2022-03-31	$946,051	5,492	+6.4%	Shares	Sole	2022-04-28
2021-12-31	$1,311,552	5,164	-15.0%	Shares	Sole	2022-02-15
2021-09-30	$2,336,869	6,072	-20.6%	Shares	Sole	2021-11-15
2021-06-30	$1,798,066	7,652	+46.2%	Shares	Sole	2021-08-09
2021-03-31	$685,392	5,234	-14.4%	Shares	Sole	2021-05-14
2020-12-31	$638,416	6,111	+5.1%	Shares	Sole	2021-02-16
2020-09-30	$411,552	5,817	-25.8%	Shares	Sole	2020-11-13
2020-06-30	$503,663	7,844	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.