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EQ Wealth Advisors’s Moderna MRNA Stock Holding History

EQ Wealth 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
Q1 		– Sell
-69
Closed -$2.04K – 151
2025
Q4 		$2.04K Buy
+69
New +$1.88K ﹤0.01% 222
2025
Q3 		– Sell
-69
Closed -$1.9K – 145
2025
Q2 		$1.9K Hold
69
– – ﹤0.01% 198
2025
Q1 		$1.96K Buy
+69
New +$2.45K ﹤0.01% 211

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EQ Wealth Advisors's MRNA Position: Q1 2026 in Review

EQ Wealth Advisors sold out of Moderna (MRNA) in Q1 2026, closing a stake of 69 shares — an estimated $2.04K sold.

EQ Wealth Advisors first reported a position in MRNA in Q1 2025 and held it in 3 quarters. The position peaked at $2.04K in Q4 2025. 726 funds tracked by Wall St. Rank hold MRNA as of Q1 2026.

  • EQ Wealth Advisors reported no remaining Moderna position as of Q1 2026 after selling out during the quarter.
  • EQ Wealth Advisors sold 69 Moderna shares in Q1 2026, an estimated $2.04K.
  • EQ Wealth Advisors first reported a position in Moderna in Q1 2025 and held it in 3 quarters.
  • EQ Wealth Advisors's Moderna position peaked at $2.04K in Q4 2025.
  • 726 funds tracked by Wall St. Rank held Moderna as of Q1 2026.

Based on EQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.