Centricity Wealth Management »

Moderna shares owned by Centricity Wealth Management

Quarter-by-quarter ownership of Moderna (MRNA) shares owned by Centricity Wealth Management from 13F filings

Historical chart of Centricity Wealth Management investment in Moderna

Tip: Access up to 7 years of quarterly data

All positions including Moderna held by Centricity Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Moderna by Centricity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $3.9k 141 27.59
2025-03-31 $4.0k 141 28.35
2024-12-31 $5.9k 141 41.58

More positions owned by Centricity Wealth Management

Vanguard Index Fdss&p 500 Etf Etf (VOO)
Ishares Trmsci Eafe Etf Etf (EFA)
J P Morgan Exchange Traded Fultra Shrt Etf Etf (JPST)
Ishares Tribds Dec28 Etf Etf (IBDT)
Ishares Tribonds 27 Etf Etf (IBDS)
Ishares Trcore S&p500 Etf Etf (IVV)
Vanguard Admiral Fds Inc500 Grth Idx F Etf (VOOG)
Vanguard Admiral Fds Inc500 Val Idx Etf (VOOV)
Ishares Trcore Div Grwth Etf (DGRO)
Spdr Gold Tr Etf (GLD)
Ishares Tribonds Dec2026 Etf (IBDR)
Vanguard Index Fdstotal Stk Mkt Etf (VTI)
Spdr S&p 500 Etf Tr Etf (SPY)
Vanguard Specialized Fundsdiv App Etf Etf (VIG)
Ishares Trcore S&p Us Vlu Etf (IUSV)

View all positions for Centricity Wealth Management

Top funds holding Moderna

Vanguard Group
BlackRock
Baillie Gifford & Co
State Street Corporation
Susquehanna International
Citadel Advisors
FMR
D. E. Shaw & Co
UBS Group
Geode Capital Management
Jane Street
Squarepoint Ops
Invesco
Morgan Stanley
Theleme Partners

View all funds holding Moderna