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Barry Investment Advisors’s Moderna MRNA Stock Holding History

Barry Investment 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
Q3 		$625K Hold
3,248
– – 0.12% 52
2026
Q2 		$227K Buy
+3,248
New +$168K 0.05% 93

Other funds holding MRNA

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BVL
Beau Ventures, LLc Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
LAI
Legal Advantage Investments Los Altos Hills, California $468M AUM 7.83% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
NIM
Nicollet Investment Management Minneapolis, Minnesota $336M AUM 22.24% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Barry Investment Advisors's MRNA Position: Q3 2026 in Review

Barry Investment Advisors held its Moderna (MRNA) position steady in Q3 2026 at 3,248 shares worth $625K. The position accounts for 0.12% of the portfolio, ranked #52.

Barry Investment Advisors first reported a position in MRNA in Q2 2026 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold MRNA as of Q3 2026.

  • Barry Investment Advisors held 3,248 shares of Moderna worth $625K as of Q3 2026.
  • Barry Investment Advisors left its Moderna share count unchanged in Q3 2026.
  • Moderna made up 0.12% of Barry Investment Advisors's portfolio in Q3 2026, its #52 holding.
  • Barry Investment Advisors first reported a position in Moderna in Q2 2026 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held Moderna as of Q3 2026.

Based on Barry Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.