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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

MRNA holding history

Moderna, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MRNA overviewAll 13F holders of MRNAFull Q2 2026 holdings

Shares (Q2 2026)
90,670
Value
$6.35M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MRNA by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202690,670$6.35M<0.1%+3,761+4.3%AddedHolders
Q1 202686,909$4.41M<0.1%+6,587+8.2%AddedHolders
Q4 202580,322$2.37M<0.1%−14,617−15.4%ReducedHolders
Q3 202594,939$2.45M<0.1%−12,654−11.8%ReducedHolders
Q2 2025107,593$2.97M<0.1%+17,519+19.4%AddedHolders
Q1 202590,074$2.55M<0.1%−1,304−1.4%ReducedHolders
Q4 202491,378$3.80M<0.1%+45,957+101.2%AddedHolders
Q3 202445,421$3.04M<0.1%−8,594−15.9%ReducedHolders
Q2 202454,015$6.41M<0.1%−2,944−5.2%ReducedHolders
Q1 202456,959$6.07M<0.1%+8,804+18.3%AddedHolders
Q4 202348,155$4.79M<0.1%−30,017−38.4%ReducedHolders
Q3 202378,172$8.07M<0.1%+39,072+99.9%AddedHolders
Q2 202339,100$4.75M<0.1%−5,275−11.9%ReducedHolders
Q1 202344,375$6.82M<0.1%−5,695−11.4%ReducedHolders
Q4 202250,070$8.99M<0.1%−5,816−10.4%ReducedHolders
Q3 202255,886$6.61M<0.1%−3,104−5.3%ReducedHolders
Q2 202258,990$8.43M<0.1%+8,103+15.9%AddedHolders
Q1 202250,887$8.77M<0.1%+16,104+46.3%AddedHolders
Q4 202134,783$8.83M<0.1%+73+0.2%AddedHolders
Q3 202134,710$13.4M<0.1%+18,593+115.4%AddedHolders
Q2 202116,117$3.79M<0.1%−35,923−69.0%ReducedHolders
Q1 202152,040$6.82M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.