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Bell Investment Advisors’s Moderna MRNA Stock Holding History

Bell 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
Q2 		$5.25K Hold
75
– – ﹤0.01% 953
2026
Q1 		$3.81K Hold
75
– – ﹤0.01% 1086
2025
Q4 		$2.21K Buy
75
+7
+10% +$190 ﹤0.01% 1315
2025
Q3 		$1.76K Sell
68
-13
-16% -$363 ﹤0.01% 1376
2025
Q2 		$2.23K Buy
81
+61
+305% +$1.61K ﹤0.01% 1330
2025
Q1 		$567 Sell
20
-6
-23% -$213 ﹤0.01% 1714
2024
Q4 		$1.08K Sell
26
-46
-64% -$2.2K ﹤0.01% 1556
2024
Q3 		$4.81K Sell
72
-8
-10% -$734 ﹤0.01% 941
2024
Q2 		$9.5K Buy
80
+5
+7% +$633 ﹤0.01% 634
2024
Q1 		$7.99K Buy
75
+5
+7% +$504 ﹤0.01% 680
2023
Q4 		$6.96K Sell
70
-24
-26% -$2.02K ﹤0.01% 715
2023
Q3 		$9.71K Sell
94
-20
-18% -$2.23K ﹤0.01% 518
2023
Q2 		$13.9K Buy
114
+17
+18% +$2.27K ﹤0.01% 406
2023
Q1 		$14.9K Sell
97
-24
-20% -$3.96K ﹤0.01% 374
2022
Q4 		$21.7K Buy
121
+13
+12% +$2.13K 0.01% 287
2022
Q3 		$13K Buy
108
+28
+35% +$4.25K ﹤0.01% 349
2022
Q2 		$11K Buy
+80
New +$11.4K ﹤0.01% 405
2021
Q4 		$25K Sell
97
-23
-19% -$6.72K 0.01% 267
2021
Q3 		$46K Buy
+120
New +$44.3K 0.01% 154

Other funds holding MRNA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return

Bell Investment Advisors's MRNA Position: Q2 2026 in Review

Bell Investment Advisors held its Moderna (MRNA) position steady in Q2 2026 at 75 shares worth $5.25K. The position accounts for ﹤0.01% of the portfolio, ranked #953.

Bell Investment Advisors first reported a position in MRNA in Q3 2021 and has held it in 19 quarters since. The position peaked at $46K in Q3 2021. 784 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Bell Investment Advisors held 75 shares of Moderna worth $5.25K as of Q2 2026.
  • Bell Investment Advisors left its Moderna share count unchanged in Q2 2026.
  • Moderna made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #953 holding.
  • Bell Investment Advisors first reported a position in Moderna in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Moderna position peaked at $46K in Q3 2021.
  • 784 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.