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 $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return

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

Arkadios Wealth Advisors reduced its Moderna (MRNA) stake by 16% in Q2 2026, selling an estimated $146K and leaving 15,033 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #782.

Arkadios Wealth Advisors first reported a position in MRNA in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.54M in Q3 2021. 787 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

Arkadios Wealth Advisors held 15,033 shares of Moderna worth $1.05M as of Q2 2026.
Arkadios Wealth Advisors sold 2,824 Moderna shares in Q2 2026, an estimated $146K.
Moderna made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #782 holding.
Arkadios Wealth Advisors first reported a position in Moderna in Q1 2020 and has held it in 26 quarters since.
Arkadios Wealth Advisors's Moderna position peaked at $4.54M in Q3 2021.
787 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.