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Chapman Financial Group’s Moderna MRNA Stock Holding History

Chapman Financial Group’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 		$351 Hold
5
– – ﹤0.01% 257
2026
Q1 		$254 Hold
5
– – ﹤0.01% 263
2025
Q4 		$148 Hold
5
– – ﹤0.01% 254
2025
Q3 		$130 Hold
5
– – ﹤0.01% 267
2025
Q2 		$138 Buy
+5
New +$132 ﹤0.01% 215
2024
Q4 		$208 Buy
+5
New +$239 ﹤0.01% 217

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

Chapman Financial Group's MRNA Position: Q2 2026 in Review

Chapman Financial Group held its Moderna (MRNA) position steady in Q2 2026 at 5 shares worth $351. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Chapman Financial Group first reported a position in MRNA in Q4 2024 and has held it in 6 quarters since. 782 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Chapman Financial Group held 5 shares of Moderna worth $351 as of Q2 2026.
  • Chapman Financial Group left its Moderna share count unchanged in Q2 2026.
  • Moderna made up ﹤0.01% of Chapman Financial Group's portfolio in Q2 2026, its #257 holding.
  • Chapman Financial Group first reported a position in Moderna in Q4 2024 and has held it in 6 quarters since.
  • 782 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.