Robertson Stephens Wealth Management, LLC
Position in MRNA — Moderna, Inc.
CIK 1767307
San Francisco, CA
Position in MRNA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,028,180
+$273,546 QoQ
Shares Held
14,682
-1.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#295
of 772 holders
Holding Since
Jun 2021
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MRNA Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $4,144,185 across 13 Biotechnology names. MRNA ranks #1 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRNA |
Moderna, Inc.
This page
|
14,682 | $1,028,180 | |
| 2 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
2,782 | $837,465 | |
| 3 | INCY |
Incyte Corp
|
6,672 | $756,337 | |
| 4 | CTMX |
CytomX Therapeutics, Inc.
|
96,000 | $360,000 | |
| 5 | CUE |
Cue Biopharma, Inc.
|
11,133 | $351,357 | |
| 6 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
420 | $208,626 | |
| 7 | RLMD |
Relmada Therapeutics, Inc.
|
25,000 | $173,000 | |
| 8 | ACHV |
Achieve Life Sciences, Inc.
|
25,000 | $163,250 |
All Filings in MRNA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,028,180 | 14,682 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $754,634 | 14,855 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $528,696 | 17,928 | Shares | Sole | 2026-02-02 | |
| 2023-03-31 | $287,194 | 1,870 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $290,984 | 1,620 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $238,416 | 1,669 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $283,367 | 1,645 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $417,797 | 1,645 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $562,665 | 1,462 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $263,177 | 1,120 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||