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Capital Advisors Ltd’s Moderna MRNA Stock Holding History

Capital Advisors Ltd’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 		$0 Sell
6
-2
-25% -$103 ﹤0.01% 1501
2026
Q1 		$0 Buy
8
+2
+33% +$93 ﹤0.01% 1512
2025
Q4 		$0 Sell
6
-15
-71% -$408 ﹤0.01% 1491
2025
Q3 		$1K Sell
21
-479
-96% -$13.4K ﹤0.01% 1239
2025
Q2 		$14K Sell
500
-173
-26% -$4.56K ﹤0.01% 710
2025
Q1 		$19K Buy
673
+166
+33% +$5.89K ﹤0.01% 620
2024
Q4 		$21K Buy
507
+7
+1% +$335 ﹤0.01% 610
2024
Q3 		$33K Sell
500
-72
-13% -$6.61K ﹤0.01% 527
2024
Q2 		$68K Buy
572
+16
+3% +$2.02K 0.01% 389
2024
Q1 		$59K Buy
556
+18
+3% +$1.81K 0.01% 418
2023
Q4 		$54K Buy
538
+16
+3% +$1.35K 0.01% 409
2023
Q3 		$54K Buy
522
+15
+3% +$1.67K 0.01% 397
2023
Q2 		$62K Sell
507
-39
-7% -$5.2K 0.01% 395
2023
Q1 		$84K Buy
546
+495
+971% +$81.7K 0.01% 328
2022
Q4 		$9K Buy
51
+17
+50% +$2.78K ﹤0.01% 575
2022
Q3 		$4K Buy
34
+3
+10% +$455 ﹤0.01% 689
2022
Q2 		$4K Sell
31
-21
-40% -$3K ﹤0.01% 598
2022
Q1 		$9K Buy
+52
New +$8.75K ﹤0.01% 538

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 $3.37T AUM 44.26% 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

Capital Advisors Ltd's MRNA Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Moderna (MRNA) stake by 25% in Q2 2026, selling an estimated $103 and leaving 6 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

Capital Advisors Ltd first reported a position in MRNA in Q1 2022 and has held it in 18 quarters since. The position peaked at $84K in Q1 2023. 782 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Capital Advisors Ltd held 6 shares of Moderna worth $0 as of Q2 2026.
  • Capital Advisors Ltd sold 2 Moderna shares in Q2 2026, an estimated $103.
  • Moderna made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1501 holding.
  • Capital Advisors Ltd first reported a position in Moderna in Q1 2022 and has held it in 18 quarters since.
  • Capital Advisors Ltd's Moderna position peaked at $84K in Q1 2023.
  • 782 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.