Balance Wealth
MRNA icon

Balance Wealth’s Moderna MRNA Stock Holding History

Balance Wealth’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 		$830 Buy
+4
New +$431 ﹤0.01% 856

Other funds holding MRNA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $2.62B AUM 125.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Balance Wealth's MRNA Position: Q3 2026 in Review

Balance Wealth opened a new position in Moderna (MRNA) in Q3 2026: 4 shares worth $830. The stake represents ﹤0.01% of the portfolio and ranks #856 among its holdings.

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

  • Balance Wealth held 4 shares of Moderna worth $830 as of Q3 2026.
  • Moderna was a new Balance Wealth position in Q3 2026.
  • Moderna made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #856 holding.
  • 852 funds tracked by Wall St. Rank held Moderna as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.