Smallwood Wealth Investment Management, LLC
Position in MRNA — Moderna, Inc.
CIK 1921304
RED BANK, NJ
Position in MRNA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,871
+$789 QoQ
Shares Held
41
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#697
of 777 holders
Holding Since
Mar 2025
6 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, 2026Smallwood Wealth Investment Management, LLC holds $459,473 across 9 Biotechnology names. MRNA ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 8,000 | $251,440 | |||
| 2 | PTCT |
Ptc Therapeutics, Inc.
|
1,683 | $137,282 | |
| 3 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
121 | $60,104 | |
| 4 | AUPH |
Aurinia Pharmaceuticals Inc.
|
440 | $7,466 | |
| 5 | MRNA |
Moderna, Inc.
This page
|
41 | $2,871 | |
| 6 | CRSP |
CRISPR Therapeutics AG
|
3 | $163 | |
| 7 | CTXR |
Citius Pharmaceuticals, Inc.
|
120 | $72 | |
| 8 | MLTX |
MoonLake Immunotherapeutics
|
2 | $38 |
All Filings in MRNA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,871 | 41 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,082 | 41 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,209 | 41 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,059 | 41 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,131 | 41 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $1,162 | 41 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||