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CBIZ Investment Advisory Services’s Moderna MRNA Stock Holding History

CBIZ Investment Advisory Services’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
Q1 		– Sell
-111
Closed -$3.27K – 624
2025
Q4 		$3.27K Hold
111
– – ﹤0.01% 579
2025
Q3 		$2.87K Sell
111
-1,100
-91% -$30.7K ﹤0.01% 532
2025
Q2 		$33.4K Buy
1,211
+38
+3% +$1K ﹤0.01% 174
2025
Q1 		$33.3K Buy
1,173
+48
+4% +$1.7K ﹤0.01% 154
2024
Q4 		$46.8K Buy
1,125
+1,100
+4,400% +$52.6K ﹤0.01% 115
2024
Q3 		$1.67K Buy
25
+14
+127% +$1.28K ﹤0.01% 355
2024
Q2 		$1.31K Buy
+11
New +$1.39K ﹤0.01% 350

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CBIZ Investment Advisory Services's MRNA Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Moderna (MRNA) in Q1 2026, closing a stake of 111 shares — an estimated $3.27K sold.

CBIZ Investment Advisory Services first reported a position in MRNA in Q2 2024 and held it in 7 quarters. The position peaked at $46.8K in Q4 2024. 726 funds tracked by Wall St. Rank hold MRNA as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Moderna position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 111 Moderna shares in Q1 2026, an estimated $3.27K.
  • CBIZ Investment Advisory Services first reported a position in Moderna in Q2 2024 and held it in 7 quarters.
  • CBIZ Investment Advisory Services's Moderna position peaked at $46.8K in Q4 2024.
  • 726 funds tracked by Wall St. Rank held Moderna as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.