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Financial Gravity Companies’s Moderna MRNA Stock Holding History

Financial Gravity Companies’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
2025
Q2 		$1.79M Buy
+64,859
New +$1.71M 0.35% 67
2024
Q4 		$1.41M Buy
33,959
+13,447
+66% +$643K 0.32% 70
2024
Q3 		$1.37M Buy
+20,512
New +$1.88M 0.37% 56

Other funds holding MRNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Financial Gravity Companies's MRNA Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Moderna (MRNA) in Q2 2025: 64,859 shares worth $1.79M. The stake represents 0.35% of the portfolio and ranks #67 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MRNA as recently as Q4 2024.

Financial Gravity Companies first reported a position in MRNA in Q3 2024 and has held it in 3 quarters since. 674 funds tracked by Wall St. Rank hold MRNA as of Q2 2025.

  • Financial Gravity Companies held 64,859 shares of Moderna worth $1.79M as of Q2 2025.
  • Moderna was a new Financial Gravity Companies position in Q2 2025.
  • Moderna made up 0.35% of Financial Gravity Companies's portfolio in Q2 2025, its #67 holding.
  • Financial Gravity Companies first reported a position in Moderna in Q3 2024 and has held it in 3 quarters since.
  • 674 funds tracked by Wall St. Rank held Moderna as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.