Moderna shares owned by Creative Planning
Historical chart of Creative Planning investment in Moderna
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All positions including Moderna held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Moderna by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 95k | 25.83 |
| 2025-06-30 | $3.0M | 108k | 27.60 |
| 2025-03-31 | $2.6M | 90k | 28.35 |
| 2024-12-31 | $3.8M | 91k | 41.58 |
| 2024-09-30 | $3.0M | 45k | 66.83 |
| 2024-06-30 | $6.4M | 54k | 118.75 |
| 2024-03-31 | $6.1M | 57k | 106.56 |
| 2023-12-31 | $4.8M | 48k | 99.45 |
| 2023-09-30 | $8.1M | 78k | 103.29 |
| 2023-06-30 | $529k | 39k | 13.50 |
| 2023-03-31 | $8.5M | 55k | 153.58 |
| 2022-12-31 | $9.0M | 50k | 179.62 |
| 2022-09-30 | $8.4M | 71k | 118.26 |
| 2022-06-30 | $11M | 74k | 142.85 |
| 2022-03-31 | $8.8M | 51k | 172.24 |
| 2021-12-31 | $8.8M | 35k | 253.97 |
| 2021-09-30 | $13M | 35k | 384.85 |
| 2021-06-30 | $3.8M | 16k | 235.00 |
| 2021-03-31 | $6.8M | 52k | 130.96 |
| 2020-12-31 | $6.6M | 63k | 104.48 |
| 2020-09-30 | $3.4M | 49k | 70.75 |
| 2020-06-30 | $3.0M | 47k | 64.22 |
| 2020-03-31 | $1.4M | 48k | 29.94 |