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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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Consulate's MRNA Position: Q1 2026 in Review

Financial Consulate increased its Moderna (MRNA) stake by 11% in Q1 2026, buying an estimated $1.54K and bringing the position to 335 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Financial Consulate first reported a position in MRNA in Q3 2025 and has held it in 3 quarters since. 722 funds tracked by Wall St. Rank hold MRNA as of Q1 2026.

  • Financial Consulate held 335 shares of Moderna worth $17K as of Q1 2026.
  • Financial Consulate bought 33 Moderna shares in Q1 2026, an estimated $1.54K.
  • Moderna made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #517 holding.
  • Financial Consulate first reported a position in Moderna in Q3 2025 and has held it in 3 quarters since.
  • 722 funds tracked by Wall St. Rank held Moderna as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.