Mowery & Schoenfeld Wealth Management, LLC
Position in MRNA — Moderna, Inc.
CIK 2019946
LINCOLNSHIRE, IL
Position in MRNA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$49,021
+$13,461 QoQ
Shares Held
700
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#554
of 772 holders
Holding Since
Dec 2023
11 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $97,023 across 5 Biotechnology names. MRNA ranks #1 (50.5% of the industry book) .
All Filings in MRNA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,021 | 700 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $35,560 | 700 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $20,643 | 700 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $18,081 | 700 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $19,313 | 700 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $9,213 | 325 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $14,968 | 360 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $46,781 | 700 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $83,125 | 700 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $74,592 | 700 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $69,615 | 700 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||