Financial Gravity Asset Management’s Moderna MRNA Stock Holding History

Financial Gravity Asset Management’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	$3.91M	Sell	77,066 -1,471	-2%	-$68.6K	0.7%	38
2025 Q4	$2.32M	Buy	78,537 +8,212	+12%	+$223K	0.45%	60
2025 Q3	$1.82M	Buy	+70,325	New	+$1.96M	0.36%	63
2025 Q1	$1.28M	Buy	+45,064	New	+$1.6M	0.28%	73
2024 Q2	$2.16M	Buy	18,191 +946	+5%	+$120K	0.54%	47
2024 Q1	$1.72M	Buy	17,245 +2	+0%	+$202	0.48%	52
2023 Q4	$1.71M	Buy	+17,243	New	+$1.45M	0.48%	52
2021 Q3	$1.53M	Sell	3,016 -4,385	-59%	-$1.62M	0.72%	27
2021 Q2	$1.97M	Buy	+7,401	New	+$1.32M	0.71%	28

Other funds holding MRNA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Gravity Asset Management's MRNA Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its Moderna (MRNA) stake by 1.9% in Q1 2026, selling an estimated $68.6K and leaving 77,066 shares worth $3.91M. The position accounts for 0.7% of the portfolio, ranked #38.

Financial Gravity Asset Management first reported a position in MRNA in Q2 2021 and has held it in 9 quarters since. 725 funds tracked by Wall St. Rank hold MRNA as of Q1 2026.

Financial Gravity Asset Management held 77,066 shares of Moderna worth $3.91M as of Q1 2026.
Financial Gravity Asset Management sold 1,471 Moderna shares in Q1 2026, an estimated $68.6K.
Moderna made up 0.7% of Financial Gravity Asset Management's portfolio in Q1 2026, its #38 holding.
Financial Gravity Asset Management first reported a position in Moderna in Q2 2021 and has held it in 9 quarters since.
725 funds tracked by Wall St. Rank held Moderna as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.