EWA
MRNA icon

EverSource Wealth Advisors’s Moderna MRNA Stock Holding History

EverSource 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
Q2 		$41.3K Buy
590
+166
+39% +$8.59K ﹤0.01% 1898
2026
Q1 		$21.5K Buy
424
+80
+23% +$3.73K ﹤0.01% 2460
2025
Q4 		$10.1K Sell
344
-167
-33% -$4.54K ﹤0.01% 2790
2025
Q3 		$13.2K Sell
511
-830
-62% -$23.2K ﹤0.01% 2660
2025
Q2 		$37K Buy
1,341
+801
+148% +$21.1K ﹤0.01% 1817
2025
Q1 		$15.3K Buy
540
+365
+209% +$13K ﹤0.01% 1849
2024
Q4 		$7.28K Sell
175
-114
-39% -$5.45K ﹤0.01% 2161
2024
Q3 		$19.3K Sell
289
-425
-60% -$39K ﹤0.01% 1510
2024
Q2 		$85.1K Buy
714
+2
+0.3% +$253 0.01% 864
2024
Q1 		$78.5K Buy
712
+237
+50% +$23.9K 0.01% 802
2023
Q4 		$47.2K Buy
475
+116
+32% +$9.76K ﹤0.01% 923
2023
Q3 		$37.1K Sell
359
-39
-10% -$4.35K ﹤0.01% 924
2023
Q2 		$48.4K Buy
398
+35
+10% +$4.67K 0.01% 852
2023
Q1 		$55.8K Sell
363
-258
-42% -$42.6K 0.01% 756
2022
Q4 		$112K Buy
621
+293
+89% +$47.9K 0.02% 475
2022
Q3 		$39K Sell
328
-218
-40% -$33.1K 0.01% 700
2022
Q2 		$77K Buy
546
+482
+753% +$68.9K 0.02% 459
2022
Q1 		$11K Sell
64
-14
-18% -$2.36K ﹤0.01% 937
2021
Q4 		$20K Buy
+78
New +$22.8K 0.01% 685

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

EverSource Wealth Advisors's MRNA Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Moderna (MRNA) stake by 39% in Q2 2026, buying an estimated $8.59K and bringing the position to 590 shares worth $41.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1898.

EverSource Wealth Advisors first reported a position in MRNA in Q4 2021 and has held it in 19 quarters since. The position peaked at $112K in Q4 2022. 784 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • EverSource Wealth Advisors held 590 shares of Moderna worth $41.3K as of Q2 2026.
  • EverSource Wealth Advisors bought 166 Moderna shares in Q2 2026, an estimated $8.59K.
  • Moderna made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1898 holding.
  • EverSource Wealth Advisors first reported a position in Moderna in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Moderna position peaked at $112K in Q4 2022.
  • 784 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

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