Cetera Investment Advisers
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Cetera Investment Advisers’s Moderna MRNA Stock Holding History

Cetera Investment Advisers’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 		$4.29M Sell
61,287
-20,019
-25% -$1.04M ﹤0.01% 1738
2026
Q1 		$4.13M Buy
81,306
+17,859
+28% +$833K ﹤0.01% 1652
2025
Q4 		$1.87M Sell
63,447
-9,224
-13% -$251K ﹤0.01% 2270
2025
Q3 		$1.88M Buy
72,671
+10,540
+17% +$294K ﹤0.01% 2230
2025
Q2 		$1.71M Buy
62,131
+12,916
+26% +$340K ﹤0.01% 1960
2025
Q1 		$1.4M Buy
49,215
+8,432
+21% +$299K ﹤0.01% 2003
2024
Q4 		$1.7M Buy
40,783
+3,121
+8% +$149K ﹤0.01% 1773
2024
Q3 		$2.52M Sell
37,662
-27,986
-43% -$2.57M 0.01% 1454
2024
Q2 		$7.8M Sell
65,648
-2,742
-4% -$347K 0.02% 779
2024
Q1 		$7.29M Buy
68,390
+58,394
+584% +$5.89M 0.02% 795
2023
Q4 		$994K Sell
9,996
-2,053
-17% -$173K 0.01% 1107
2023
Q3 		$1.24M Buy
12,049
+174
+1% +$19.4K 0.01% 955
2023
Q2 		$1.44M Buy
11,875
+340
+3% +$45.4K 0.01% 914
2023
Q1 		$1.77M Sell
11,535
-379
-3% -$62.5K 0.02% 792
2022
Q4 		$2.14M Buy
11,914
+6,947
+140% +$1.14M 0.02% 680
2022
Q3 		$587K Sell
4,967
-8,856
-64% -$1.34M 0.01% 925
2022
Q2 		$1.98M Sell
13,823
-2,349
-15% -$336K 0.03% 537
2022
Q1 		$2.79M Sell
16,172
-752
-4% -$127K 0.04% 450
2021
Q4 		$4.3M Sell
16,924
-129
-0.8% -$37.7K 0.06% 322
2021
Q3 		$6.56M Buy
17,053
+3,464
+25% +$1.28M 0.1% 213
2021
Q2 		$3.19M Sell
13,589
-5,476
-29% -$979K 0.05% 385
2021
Q1 		$2.5M Sell
19,065
-10,053
-35% -$1.46M 0.05% 373
2020
Q4 		$3.04M Buy
+29,118
New +$2.95M 0.06% 328
2020
Q2 		– Sell
-17,626
Closed -$528K – 626
2020
Q1 		$528K Buy
+17,626
New +$406K 0.06% 292

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

Cetera Investment Advisers's MRNA Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Moderna (MRNA) stake by 25% in Q2 2026, selling an estimated $1.04M and leaving 61,287 shares worth $4.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

Cetera Investment Advisers first reported a position in MRNA in Q1 2020 and has held it in 24 quarters since. The position peaked at $7.8M in Q2 2024. 783 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Cetera Investment Advisers held 61,287 shares of Moderna worth $4.29M as of Q2 2026.
  • Cetera Investment Advisers sold 20,019 Moderna shares in Q2 2026, an estimated $1.04M.
  • Moderna made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1738 holding.
  • Cetera Investment Advisers first reported a position in Moderna in Q1 2020 and has held it in 24 quarters since.
  • Cetera Investment Advisers's Moderna position peaked at $7.8M in Q2 2024.
  • 783 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.