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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
2026
Q2 		$5.33M Buy
+76,081
New +$3.94M 0.86% 32
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

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 Gravity Companies's MRNA Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Moderna (MRNA) in Q2 2026: 76,081 shares worth $5.33M. The stake represents 0.86% of the portfolio and ranks #32 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MRNA as recently as Q2 2025.

Financial Gravity Companies first reported a position in MRNA in Q3 2024 and has held it in 4 quarters since. 782 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Financial Gravity Companies held 76,081 shares of Moderna worth $5.33M as of Q2 2026.
  • Moderna was a new Financial Gravity Companies position in Q2 2026.
  • Moderna made up 0.86% of Financial Gravity Companies's portfolio in Q2 2026, its #32 holding.
  • Financial Gravity Companies first reported a position in Moderna in Q3 2024 and has held it in 4 quarters since.
  • 782 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.