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Financial Consulate’s Moderna MRNA Stock Holding History

Financial Consulate’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 		$23.8K Buy
340
+5
+1% +$259 ﹤0.01% 489
2026
Q1 		$17K Buy
335
+33
+11% +$1.54K ﹤0.01% 517
2025
Q4 		$8.91K Sell
302
-20
-6% -$543 ﹤0.01% 634
2025
Q3 		$8.32K Buy
+322
New +$8.98K ﹤0.01% 576

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 $3.37T AUM 44.26% 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

Financial Consulate's MRNA Position: Q2 2026 in Review

Financial Consulate increased its Moderna (MRNA) stake by 1.5% in Q2 2026, buying an estimated $259 and bringing the position to 340 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Financial Consulate first reported a position in MRNA in Q3 2025 and has held it in 4 quarters since. 782 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Financial Consulate held 340 shares of Moderna worth $23.8K as of Q2 2026.
  • Financial Consulate bought 5 Moderna shares in Q2 2026, an estimated $259.
  • Moderna made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #489 holding.
  • Financial Consulate first reported a position in Moderna in Q3 2025 and has held it in 4 quarters since.
  • 782 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.