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Garton & Associates Financial Advisors’s Moderna MRNA Stock Holding History

Garton & Associates Financial 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 		– Sell
-4
Closed -$118 – 471
2025
Q4 		$118 Buy
+4
New +$109 ﹤0.01% 1161

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Garton & Associates Financial Advisors's MRNA Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Moderna (MRNA) in Q1 2026, closing a stake of 4 shares — an estimated $118 sold.

Garton & Associates Financial Advisors first reported a position in MRNA in Q4 2025 and held it in 1 quarter. The position peaked at $118 in Q4 2025. 723 funds tracked by Wall St. Rank hold MRNA as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Moderna position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 4 Moderna shares in Q1 2026, an estimated $118.
  • Garton & Associates Financial Advisors first reported a position in Moderna in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Moderna position peaked at $118 in Q4 2025.
  • 723 funds tracked by Wall St. Rank held Moderna as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.