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Financial Perspectives’s Moderna MRNA Stock Holding History

Financial Perspectives’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 		$16.1K Hold
230
– – ﹤0.01% 487
2026
Q1 		$11.7K Hold
230
– – ﹤0.01% 516
2025
Q4 		$6.78K Hold
230
– – ﹤0.01% 564
2025
Q3 		$5.94K Hold
230
– – ﹤0.01% 571
2025
Q2 		$6.35K Hold
230
– – ﹤0.01% 556
2025
Q1 		$6.52K Hold
230
– – ﹤0.01% 547
2024
Q4 		$9.56K Hold
230
– – ﹤0.01% 510
2024
Q3 		$15.4K Hold
230
– – 0.01% 424
2024
Q2 		$27.3K Hold
230
– – 0.01% 339
2024
Q1 		$24.5K Sell
230
-206
-47% -$20.8K 0.01% 353
2023
Q4 		$43.3K Hold
436
– – 0.02% 283
2023
Q3 		$45K Hold
436
– – 0.02% 268
2023
Q2 		$52.9K Hold
436
– – 0.02% 253
2023
Q1 		$66.9K Buy
436
+230
+112% +$37.9K 0.03% 232
2022
Q4 		$36.9K Hold
206
– – 0.02% 280
2022
Q3 		$24.3K Hold
206
– – 0.01% 319
2022
Q2 		$29.4K Hold
206
– – 0.02% 301
2022
Q1 		$35.4K Hold
206
– – 0.02% 296
2021
Q4 		$52.2K Sell
206
-50
-20% -$14.6K 0.02% 238
2021
Q3 		$98.4K Hold
256
– – 0.05% 176
2021
Q2 		$60.1K Sell
256
-26,670
-99% -$4.77M 0.03% 237
2021
Q1 		$206K Buy
26,926
+26,630
+8,997% +$3.86M 0.01% 400
2020
Q4 		$30.9K Sell
296
-100
-25% -$10.1K 0.02% 279
2020
Q3 		$28K Buy
396
+90
+29% +$6.28K 0.02% 252
2020
Q2 		$19.6K Sell
306
-59
-16% -$3.23K 0.01% 276
2020
Q1 		$10.9K Buy
+365
New +$8.4K 0.01% 314

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 Perspectives's MRNA Position: Q2 2026 in Review

Financial Perspectives held its Moderna (MRNA) position steady in Q2 2026 at 230 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Financial Perspectives first reported a position in MRNA in Q1 2020 and has held it in 26 quarters since. The position peaked at $206K in Q1 2021. 777 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Financial Perspectives held 230 shares of Moderna worth $16.1K as of Q2 2026.
  • Financial Perspectives left its Moderna share count unchanged in Q2 2026.
  • Moderna made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #487 holding.
  • Financial Perspectives first reported a position in Moderna in Q1 2020 and has held it in 26 quarters since.
  • Financial Perspectives's Moderna position peaked at $206K in Q1 2021.
  • 777 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.