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Flagship Wealth Advisors’s Moderna MRNA Stock Holding History

Flagship Wealth Advisors’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 		$4.42K Sell
160
-75
-32% -$3.5K ﹤0.01% 318
2025
Q4 		$6.93K Hold
235
– – ﹤0.01% 340
2025
Q3 		$6.07K Buy
235
+75
+47% +$2.09K ﹤0.01% 362
2025
Q2 		$4.41K Hold
160
– – ﹤0.01% 334
2025
Q1 		$4.54K Hold
160
– – ﹤0.01% 335
2024
Q4 		$6.65K Buy
+160
New +$7.65K ﹤0.01% 312

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

Flagship Wealth Advisors's MRNA Position: Q1 2026 in Review

Flagship Wealth Advisors reduced its Moderna (MRNA) stake by 32% in Q1 2026, selling an estimated $3.5K and leaving 160 shares worth $4.42K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Flagship Wealth Advisors first reported a position in MRNA in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.93K in Q4 2025. 722 funds tracked by Wall St. Rank hold MRNA as of Q1 2026.

  • Flagship Wealth Advisors held 160 shares of Moderna worth $4.42K as of Q1 2026.
  • Flagship Wealth Advisors sold 75 Moderna shares in Q1 2026, an estimated $3.5K.
  • Moderna made up ﹤0.01% of Flagship Wealth Advisors's portfolio in Q1 2026, its #318 holding.
  • Flagship Wealth Advisors first reported a position in Moderna in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's Moderna position peaked at $6.93K in Q4 2025.
  • 722 funds tracked by Wall St. Rank held Moderna as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.