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Bruce G. Allen Investments’s Moderna MRNA Stock Holding History

Bruce G. Allen Investments’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 		$5.04K Sell
72
-4
-5% -$207 ﹤0.01% 573
2026
Q1 		$3.86K Buy
76
+4
+6% +$187 ﹤0.01% 607
2025
Q4 		$2.12K Sell
72
-39
-35% -$1.06K ﹤0.01% 692
2025
Q3 		$2.87K Sell
111
-20
-15% -$558 ﹤0.01% 644
2025
Q2 		$3.61K Sell
131
-9
-6% -$237 ﹤0.01% 615
2025
Q1 		$3.97K Sell
140
-54
-28% -$1.92K ﹤0.01% 598
2024
Q4 		$8.07K Buy
194
+187
+2,671% +$8.94K 0.01% 507
2024
Q3 		$468 Sell
7
-37
-84% -$3.4K ﹤0.01% 966
2024
Q2 		$5.22K Buy
44
+1
+2% +$127 ﹤0.01% 562
2024
Q1 		$4.58K Buy
43
+19
+79% +$1.92K ﹤0.01% 606
2023
Q4 		$2.39K Buy
+24
New +$2.02K ﹤0.01% 715

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

Bruce G. Allen Investments's MRNA Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Moderna (MRNA) stake by 5.3% in Q2 2026, selling an estimated $207 and leaving 72 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Bruce G. Allen Investments first reported a position in MRNA in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.07K in Q4 2024. 784 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Bruce G. Allen Investments held 72 shares of Moderna worth $5.04K as of Q2 2026.
  • Bruce G. Allen Investments sold 4 Moderna shares in Q2 2026, an estimated $207.
  • Moderna made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #573 holding.
  • Bruce G. Allen Investments first reported a position in Moderna in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Moderna position peaked at $8.07K in Q4 2024.
  • 784 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.