Concurrent Investment Advisors’s Moderna MRNA Stock Holding History

Concurrent Investment Advisors’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	$635K	Buy	9,064 +3,019	+50%	+$156K	0.01%	1267
2026 Q1	$307K	Sell	6,045 -3,480	-37%	-$162K	﹤0.01%	1489
2025 Q4	$281K	Buy	9,525 +179	+2%	+$4.86K	﹤0.01%	1437
2025 Q3	$241K	Buy	9,346 +62	+0.7%	+$1.73K	﹤0.01%	1259
2025 Q2	$256K	Buy	+9,284	New	+$244K	0.01%	1141
2024 Q3	–	Sell	-2,413	Closed	-$287K	–	1125
2024 Q2	$287K	Buy	2,413 +177	+8%	+$22.4K	0.01%	751
2024 Q1	$238K	Buy	2,236 +71	+3%	+$7.16K	0.01%	743
2023 Q4	$215K	Buy	+2,165	New	+$182K	0.01%	749

Other funds holding MRNA

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

LSA

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Concurrent Investment Advisors's MRNA Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Moderna (MRNA) stake by 50% in Q2 2026, buying an estimated $156K and bringing the position to 9,064 shares worth $635K. The position accounts for 0.01% of the portfolio, ranked #1267.

Concurrent Investment Advisors first reported a position in MRNA in Q4 2023 and has held it in 8 quarters since. 202 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

Concurrent Investment Advisors held 9,064 shares of Moderna worth $635K as of Q2 2026.
Concurrent Investment Advisors bought 3,019 Moderna shares in Q2 2026, an estimated $156K.
Moderna made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1267 holding.
Concurrent Investment Advisors first reported a position in Moderna in Q4 2023 and has held it in 8 quarters since.
202 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.