Bellwether Advisors’s Moderna MRNA Stock Holding History

Bellwether 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	$1.43M	Buy	+7,424	New	+$800K	0.21%	87
2023 Q2	–	Sell	-16,820	Closed	-$2.58M	–	310
2023 Q1	$2.58M	Buy	16,820 +16,720	+16,720%	+$2.76M	0.71%	28
2022 Q4	$18K	Hold	100	–	–	0.01%	246
2022 Q3	$11K	Hold	100	–	–	﹤0.01%	256
2022 Q2	$14K	Sell	100 -10	-9%	-$1.43K	﹤0.01%	233
2022 Q1	$18K	Hold	110	–	–	0.01%	267
2021 Q4	$27K	Sell	110 -2,813	-96%	-$822K	0.01%	248
2021 Q3	$1.12M	Buy	2,923 +2,823	+2,823%	+$1.04M	0.37%	54
2021 Q2	$23K	Buy	+100	New	+$17.9K	0.01%	214

Other funds holding MRNA

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Beau Ventures Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return

Bellwether Advisors's MRNA Position: Q3 2026 in Review

Bellwether Advisors opened a new position in Moderna (MRNA) in Q3 2026: 7,424 shares worth $1.43M. The stake represents 0.21% of the portfolio and ranks #87 among its holdings. This is a return to the name: Bellwether Advisors previously reported a position in MRNA as recently as Q1 2023.

Bellwether Advisors first reported a position in MRNA in Q2 2021 and has held it in 9 quarters since. The position peaked at $2.58M in Q1 2023. 551 funds tracked by Wall St. Rank hold MRNA as of Q3 2026.

Bellwether Advisors held 7,424 shares of Moderna worth $1.43M as of Q3 2026.
Moderna was a new Bellwether Advisors position in Q3 2026.
Moderna made up 0.21% of Bellwether Advisors's portfolio in Q3 2026, its #87 holding.
Bellwether Advisors first reported a position in Moderna in Q2 2021 and has held it in 9 quarters since.
Bellwether Advisors's Moderna position peaked at $2.58M in Q1 2023.
551 funds tracked by Wall St. Rank held Moderna as of Q3 2026.

Based on Bellwether Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.