Heritage Oak Wealth Advisors’s Moderna MRNA Stock Holding History

Heritage Oak 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	$428K	Buy	+6,113	New	+$316K	0.13%	62

Other funds holding MRNA

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

LSA

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Heritage Oak Wealth Advisors's MRNA Position: Q2 2026 in Review

Heritage Oak Wealth Advisors opened a new position in Moderna (MRNA) in Q2 2026: 6,113 shares worth $428K. The stake represents 0.13% of the portfolio and ranks #62 among its holdings.

202 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

Heritage Oak Wealth Advisors held 6,113 shares of Moderna worth $428K as of Q2 2026.
Moderna was a new Heritage Oak Wealth Advisors position in Q2 2026.
Moderna made up 0.13% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #62 holding.
202 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.