Position in MRNA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$214,431
-$23,069 QoQ
Shares Held
3,062
+53.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#493
of 772 holders
Holding Since
Dec 2021
8 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, 2026Performance Wealth Partners, LLC holds $1,013,669 across 2 Biotechnology names. MRNA ranks #2 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,609 | $799,238 | |
| 2 | MRNA |
Moderna, Inc.
This page
|
3,062 | $214,431 |
All Filings in MRNA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,431 | 3,062 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $237,500 | 2,000 | Shares | Sole | 2024-07-22 | |
| 2023-03-31 | $231,752 | 1,509 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $468,808 | 2,610 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $261,332 | 2,210 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $415,693 | 2,910 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $501,276 | 2,910 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $434,305 | 1,710 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||