Arkadios Wealth Advisors’s Moderna MRNA Stock Holding History

Arkadios 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
2024 Q2	–	Sell	-2,500	Closed	-$266	–	894
2024 Q1	$266	Sell	2,500 -4,800	-66%	-$484K	﹤0.01%	727
2023 Q4	$726	Sell	7,300 -2,700	-27%	-$227K	﹤0.01%	732
2023 Q3	$1.03K	Buy	10,000 +5,000	+100%	+$558K	﹤0.01%	709
2023 Q2	$608	Hold	5,000	–	–	﹤0.01%	604
2023 Q1	$768	Buy	5,000 +2,500	+100%	+$412K	﹤0.01%	603
2022 Q4	$449	Sell	2,500 -2,500	-50%	-$409K	﹤0.01%	560
2022 Q3	$591K	Sell	5,000 -8,500	-63%	-$1.29M	0.09%	246
2022 Q2	$1.93M	Buy	13,500 +6,000	+80%	+$858K	0.29%	90
2022 Q1	$1.29M	Sell	7,500 -7,500	-50%	-$1.26M	0.17%	148
2021 Q4	$3.81M	Buy	+15,000	New	+$4.39M	0.5%	43

Other funds holding MRNA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arkadios Wealth Advisors's MRNA Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Moderna (MRNA) stake by 27% in Q1 2026, selling an estimated $303K and leaving 17,857 shares worth $907K. The position accounts for 0.01% of the portfolio, ranked #836.

Arkadios Wealth Advisors first reported a position in MRNA in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.54M in Q3 2021. 722 funds tracked by Wall St. Rank hold MRNA as of Q1 2026.

Arkadios Wealth Advisors held 17,857 shares of Moderna worth $907K as of Q1 2026.
Arkadios Wealth Advisors sold 6,489 Moderna shares in Q1 2026, an estimated $303K.
Moderna made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #836 holding.
Arkadios Wealth Advisors first reported a position in Moderna in Q1 2020 and has held it in 25 quarters since.
Arkadios Wealth Advisors's Moderna position peaked at $4.54M in Q3 2021.
722 funds tracked by Wall St. Rank held Moderna as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.