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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
Q2 		$13K Buy
185
+25
+16% +$1.29K ﹤0.01% 387
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 $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

Flagship Wealth Advisors's MRNA Position: Q2 2026 in Review

Flagship Wealth Advisors increased its Moderna (MRNA) stake by 16% in Q2 2026, buying an estimated $1.29K and bringing the position to 185 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Flagship Wealth Advisors first reported a position in MRNA in Q4 2024 and has held it in 7 quarters since. 782 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Flagship Wealth Advisors held 185 shares of Moderna worth $13K as of Q2 2026.
  • Flagship Wealth Advisors bought 25 Moderna shares in Q2 2026, an estimated $1.29K.
  • Moderna made up ﹤0.01% of Flagship Wealth Advisors's portfolio in Q2 2026, its #387 holding.
  • Flagship Wealth Advisors first reported a position in Moderna in Q4 2024 and has held it in 7 quarters since.
  • 782 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.