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Everhart Financial Group’s Moderna MRNA Stock Holding History

Everhart 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
Q3 		$213K Buy
+1,107
New +$119K 0.01% 451
2024
Q3 		– Sell
-2,309
Closed -$274K – 326
2024
Q2 		$274K Buy
+2,309
New +$292K 0.07% 234

Other funds holding MRNA

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Everhart Financial Group's MRNA Position: Q3 2026 in Review

Everhart Financial Group opened a new position in Moderna (MRNA) in Q3 2026: 1,107 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #451 among its holdings. This is a return to the name: Everhart Financial Group previously reported a position in MRNA as recently as Q2 2024.

Everhart Financial Group first reported a position in MRNA in Q2 2024 and has held it in 2 quarters since. The position peaked at $274K in Q2 2024. 32 funds tracked by Wall St. Rank hold MRNA as of Q3 2026.

  • Everhart Financial Group held 1,107 shares of Moderna worth $213K as of Q3 2026.
  • Moderna was a new Everhart Financial Group position in Q3 2026.
  • Moderna made up 0.01% of Everhart Financial Group's portfolio in Q3 2026, its #451 holding.
  • Everhart Financial Group first reported a position in Moderna in Q2 2024 and has held it in 2 quarters since.
  • Everhart Financial Group's Moderna position peaked at $274K in Q2 2024.
  • 32 funds tracked by Wall St. Rank held Moderna as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.