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Cassaday & Co Wealth Management’s Moderna MRNA Stock Holding History

Cassaday & Co Wealth Management’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 		$7.84K Buy
+112
New +$5.79K ﹤0.01% 902

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

Cassaday & Co Wealth Management's MRNA Position: Q2 2026 in Review

Cassaday & Co Wealth Management opened a new position in Moderna (MRNA) in Q2 2026: 112 shares worth $7.84K. The stake represents ﹤0.01% of the portfolio and ranks #902 among its holdings.

777 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Cassaday & Co Wealth Management held 112 shares of Moderna worth $7.84K as of Q2 2026.
  • Moderna was a new Cassaday & Co Wealth Management position in Q2 2026.
  • Moderna made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #902 holding.
  • 777 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.