BFC Planning, Inc.’s Moderna MRNA Stock Holding History

BFC Planning, Inc.’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 Q3	$3.87M	Buy	20,094 +17,332	+628%	+$1.87M	0.15%	137
2026 Q2	$193K	Sell	2,762 -147,665	-98%	-$7.64M	0.01%	944
2026 Q1	$7.64M	Buy	150,427 +141,490	+1,583%	+$6.6M	0.34%	53
2025 Q4	$264K	Buy	8,937 +8,219	+1,145%	+$223K	0.01%	763
2025 Q3	$18.5K	Sell	718 -143	-17%	-$3.99K	﹤0.01%	1612
2025 Q2	$23.8K	Sell	861 -135	-14%	-$3.56K	﹤0.01%	1420
2025 Q1	$28.2K	Buy	996 +50	+5%	+$1.77K	﹤0.01%	1324
2024 Q4	$39.3K	Sell	946 -233	-20%	-$11.1K	﹤0.01%	1209
2024 Q3	$78.8K	Buy	+1,179	New	+$108K	0.01%	963

Other funds holding MRNA

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Theleme Partners London, United Kingdom $2.62B AUM 125.04% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BFC Planning, Inc.'s MRNA Position: Q3 2026 in Review

BFC Planning, Inc. increased its Moderna (MRNA) stake by 628% in Q3 2026, buying an estimated $1.87M and bringing the position to 20,094 shares worth $3.87M. The position accounts for 0.15% of the portfolio, ranked #137.

BFC Planning, Inc. first reported a position in MRNA in Q3 2024 and has held it in 9 quarters since. The position peaked at $7.64M in Q1 2026. 858 funds tracked by Wall St. Rank hold MRNA as of Q3 2026.

BFC Planning, Inc. held 20,094 shares of Moderna worth $3.87M as of Q3 2026.
BFC Planning, Inc. bought 17,332 Moderna shares in Q3 2026, an estimated $1.87M.
Moderna made up 0.15% of BFC Planning, Inc.'s portfolio in Q3 2026, its #137 holding.
BFC Planning, Inc. first reported a position in Moderna in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s Moderna position peaked at $7.64M in Q1 2026.
858 funds tracked by Wall St. Rank held Moderna as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.