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DHJJ Financial Advisors’s Moderna MRNA Stock Holding History

DHJJ Financial 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 		$71 Hold
1
– – ﹤0.01% 1061
2026
Q1 		$51 Hold
1
– – ﹤0.01% 1064
2025
Q4 		$30 Hold
1
– – ﹤0.01% 1030
2025
Q3 		$26 Hold
1
– – ﹤0.01% 997
2025
Q2 		$28 Hold
1
– – ﹤0.01% 964
2025
Q1 		$29 Hold
1
– – ﹤0.01% 920
2024
Q4 		$42 Hold
1
– – ﹤0.01% 884
2024
Q3 		$67 Hold
1
– – ﹤0.01% 856
2024
Q2 		$119 Hold
1
– – ﹤0.01% 780
2024
Q1 		$107 Hold
1
– – ﹤0.01% 772
2023
Q4 		$100 Hold
1
– – ﹤0.01% 766
2023
Q3 		$104 Buy
+1
New +$112 ﹤0.01% 759

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

DHJJ Financial Advisors's MRNA Position: Q2 2026 in Review

DHJJ Financial Advisors held its Moderna (MRNA) position steady in Q2 2026 at 1 share worth $71. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

DHJJ Financial Advisors first reported a position in MRNA in Q3 2023 and has held it in 12 quarters since. The position peaked at $119 in Q2 2024. 784 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • DHJJ Financial Advisors held 1 share of Moderna worth $71 as of Q2 2026.
  • DHJJ Financial Advisors left its Moderna share count unchanged in Q2 2026.
  • Moderna made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #1061 holding.
  • DHJJ Financial Advisors first reported a position in Moderna in Q3 2023 and has held it in 12 quarters since.
  • DHJJ Financial Advisors's Moderna position peaked at $119 in Q2 2024.
  • 784 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.