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GoalVest Advisory’s Moderna MRNA Stock Holding History

GoalVest Advisory’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 		– Sell
-57
Closed -$2.9K – 541
2026
Q1 		$2.9K Sell
57
-118
-67% -$5.5K ﹤0.01% 418
2025
Q4 		$5.16K Buy
+175
New +$4.75K ﹤0.01% 474
2023
Q4 		– Sell
-123
Closed -$12.7K – 450
2023
Q3 		$12.7K Hold
123
– – 0.01% 251
2023
Q2 		$14.9K Hold
123
– – 0.01% 221
2023
Q1 		$18.9K Hold
123
– – 0.01% 162
2022
Q4 		$22.1K Buy
+123
New +$20.1K 0.01% 154

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

GoalVest Advisory's MRNA Position: Q2 2026 in Review

GoalVest Advisory sold out of Moderna (MRNA) in Q2 2026, closing a stake of 57 shares — an estimated $2.9K sold.

GoalVest Advisory first reported a position in MRNA in Q4 2022 and held it in 6 quarters. The position peaked at $22.1K in Q4 2022. 782 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • GoalVest Advisory reported no remaining Moderna position as of Q2 2026 after selling out during the quarter.
  • GoalVest Advisory sold 57 Moderna shares in Q2 2026, an estimated $2.9K.
  • GoalVest Advisory first reported a position in Moderna in Q4 2022 and held it in 6 quarters.
  • GoalVest Advisory's Moderna position peaked at $22.1K in Q4 2022.
  • 782 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.