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180 Wealth Advisors’s Moderna MRNA Stock Holding History

180 Wealth Advisors’s Portfolio MRNA Stock Details MRNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.5M Buy
35,750
+611
+2% +$31.6K 0.25% 102
2026
Q1 		$1.79M Buy
35,139
+1,121
+3% +$52.3K 0.2% 125
2025
Q4 		$1M Buy
34,018
+6,766
+25% +$184K 0.11% 178
2025
Q3 		$704K Buy
27,252
+3,324
+14% +$92.7K 0.09% 212
2025
Q2 		$660K Buy
23,928
+642
+3% +$16.9K 0.09% 207
2025
Q1 		$660K Buy
23,286
+4,729
+25% +$168K 0.11% 186
2024
Q4 		$772K Buy
18,557
+578
+3% +$27.6K 0.12% 156
2024
Q3 		$1.2M Buy
17,979
+3,111
+21% +$286K 0.19% 115
2024
Q2 		$1.83M Buy
14,868
+160
+1% +$20.2K 0.3% 85
2024
Q1 		$1.57M Buy
14,708
+675
+5% +$68K 0.28% 92
2023
Q4 		$1.58M Buy
14,033
+266
+2% +$22.4K 0.32% 86
2023
Q3 		$1.42M Buy
13,767
+770
+6% +$85.9K 0.32% 84
2023
Q2 		$1.58M Buy
12,997
+69
+0.5% +$9.21K 0.35% 80
2023
Q1 		$1.99M Buy
12,928
+49
+0.4% +$8.08K 0.46% 64
2022
Q4 		$2.49M Sell
12,879
-293
-2% -$47.9K 0.59% 46
2022
Q3 		$1.56M Sell
13,172
-361
-3% -$54.8K 0.43% 69
2022
Q2 		$2.03M Sell
13,533
-375
-3% -$53.6K 0.52% 56
2022
Q1 		$2.12M Buy
13,908
+890
+7% +$150K 0.46% 59
2021
Q4 		$2.08M Buy
13,018
+876
+7% +$256K 0.47% 61
2021
Q3 		$3.94M Sell
12,142
-224
-2% -$82.6K 0.87% 25
2021
Q2 		$5.65M Sell
12,366
-267
-2% -$47.7K 1.29% 9
2021
Q1 		$2.04M Buy
12,633
+2,962
+31% +$429K 0.51% 55
2020
Q4 		$1.21M Buy
+9,671
New +$978K 0.35% 81
2020
Q3 		– Sell
-2,500
Closed -$237K – 281
2020
Q2 		$237K Buy
+2,500
New +$137K 0.09% 210

Other funds holding MRNA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return

180 Wealth Advisors's MRNA Position: Q2 2026 in Review

180 Wealth Advisors increased its Moderna (MRNA) stake by 1.7% in Q2 2026, buying an estimated $31.6K and bringing the position to 35,750 shares worth $2.5M. The position accounts for 0.25% of the portfolio, ranked #102.

180 Wealth Advisors first reported a position in MRNA in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.65M in Q2 2021. 780 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • 180 Wealth Advisors held 35,750 shares of Moderna worth $2.5M as of Q2 2026.
  • 180 Wealth Advisors bought 611 Moderna shares in Q2 2026, an estimated $31.6K.
  • Moderna made up 0.25% of 180 Wealth Advisors's portfolio in Q2 2026, its #102 holding.
  • 180 Wealth Advisors first reported a position in Moderna in Q2 2020 and has held it in 24 quarters since.
  • 180 Wealth Advisors's Moderna position peaked at $5.65M in Q2 2021.
  • 780 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.