Position in MRNA
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$5,080
-$4,075 QoQ
Shares Held
100
-27.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
17 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 Mar 31, 2026Caldwell Trust Co holds $97,798 across 7 Biotechnology names. MRNA ranks #3 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KRYS |
Krystal Biotech, Inc.
|
250 | $64,580 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
|
28 | $21,633 | |
| 3 | MRNA |
Moderna, Inc.
This page
|
100 | $5,080 | |
| 4 | CRSP |
CRISPR Therapeutics AG
|
100 | $4,757 | |
| 5 | BNTX |
BioNTech SE
|
10 | $888 | |
| 6 | TECX |
Tectonic Therapeutic, Inc.
|
20 | $618 | |
| 7 | GNLX |
GENELUX Corp
|
100 | $242 |
All Filings in MRNA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,080 | 100 | Shares | Sole | 2026-04-22 | |
| 2024-09-30 | $9,155 | 137 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $16,268 | 137 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $14,598 | 137 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $13,624 | 137 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $42,245 | 409 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $41,796 | 344 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $43,309 | 282 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $36,283 | 202 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $7,686 | 65 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $9,285 | 65 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $11,196 | 65 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $16,508 | 65 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $25,015 | 65 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $15,273 | 65 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $8,511 | 65 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $6,790 | 65 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||