CFFP
MRNA icon

Center for Financial Planning’s Moderna MRNA Stock Holding History

Center for Financial Planning’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 		$14.7K Hold
210
– – ﹤0.01% 457
2026
Q1 		$10.7K Hold
210
– – ﹤0.01% 489
2025
Q4 		$6.19K Hold
210
– – ﹤0.01% 538
2025
Q3 		$5.42K Hold
210
– – ﹤0.01% 541
2025
Q2 		$5.79K Hold
210
– – ﹤0.01% 509
2025
Q1 		$5.95K Sell
210
-778
-79% -$27.6K ﹤0.01% 521
2024
Q4 		$41.1K Hold
988
– – 0.01% 289
2024
Q3 		$66K Hold
988
– – 0.01% 222
2024
Q2 		$117K Hold
988
– – 0.02% 169
2024
Q1 		$105K Buy
988
+700
+243% +$70.6K 0.02% 178
2023
Q4 		$28.6K Hold
288
– – 0.01% 278
2023
Q3 		$29.7K Hold
288
– – 0.01% 264
2023
Q2 		$35K Hold
288
– – 0.01% 269
2023
Q1 		$44.2K Hold
288
– – 0.01% 228
2022
Q4 		$51.7K Hold
288
– – 0.01% 215
2022
Q3 		$34K Hold
288
– – 0.01% 244
2022
Q2 		$41K Hold
288
– – 0.01% 234
2022
Q1 		$50K Hold
288
– – 0.01% 229
2021
Q4 		$73K Hold
288
– – 0.01% 197
2021
Q3 		$111K Hold
288
– – 0.03% 154
2021
Q2 		$68K Sell
288
-211
-42% -$37.7K 0.02% 194
2021
Q1 		$65K Buy
499
+33
+7% +$4.78K 0.02% 195
2020
Q4 		$49K Buy
466
+178
+62% +$18K 0.01% 202
2020
Q3 		$20K Buy
288
+53
+23% +$3.69K 0.01% 261
2020
Q2 		$15K Buy
235
+190
+422% +$10.4K 0.01% 280
2020
Q1 		$1K Buy
+45
New +$1.03K ﹤0.01% 539

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

Center for Financial Planning's MRNA Position: Q2 2026 in Review

Center for Financial Planning held its Moderna (MRNA) position steady in Q2 2026 at 210 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Center for Financial Planning first reported a position in MRNA in Q1 2020 and has held it in 26 quarters since. The position peaked at $117K in Q2 2024. 784 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Center for Financial Planning held 210 shares of Moderna worth $14.7K as of Q2 2026.
  • Center for Financial Planning left its Moderna share count unchanged in Q2 2026.
  • Moderna made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #457 holding.
  • Center for Financial Planning first reported a position in Moderna in Q1 2020 and has held it in 26 quarters since.
  • Center for Financial Planning's Moderna position peaked at $117K in Q2 2024.
  • 784 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.