CFM
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Compass Financial Management’s Moderna MRNA Stock Holding History

Compass Financial 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 		$3.64K Buy
+52
New +$2.69K ﹤0.01% 1245

Other funds holding MRNA

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Compass Financial Management's MRNA Position: Q2 2026 in Review

Compass Financial Management opened a new position in Moderna (MRNA) in Q2 2026: 52 shares worth $3.64K. The stake represents ﹤0.01% of the portfolio and ranks #1245 among its holdings.

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

  • Compass Financial Management held 52 shares of Moderna worth $3.64K as of Q2 2026.
  • Moderna was a new Compass Financial Management position in Q2 2026.
  • Moderna made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1245 holding.
  • 730 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.