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Rothwell Investment Advisors, LLC’s Moderna MRNA Stock Holding History

Rothwell Investment Advisors, LLC’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
Q3 		$5.78K Buy
+30
New +$3.23K ﹤0.01% 884

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Beau Ventures
Beau Ventures Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return
Amundi
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Lingotto Investment Management
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Rothwell Investment Advisors, LLC's MRNA Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Moderna (MRNA) in Q3 2026: 30 shares worth $5.78K. The stake represents ﹤0.01% of the portfolio and ranks #884 among its holdings.

530 funds tracked by Wall St. Rank hold MRNA as of Q3 2026.

  • Rothwell Investment Advisors, LLC held 30 shares of Moderna worth $5.78K as of Q3 2026.
  • Moderna was a new Rothwell Investment Advisors, LLC position in Q3 2026.
  • Moderna made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #884 holding.
  • 530 funds tracked by Wall St. Rank held Moderna as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.