Heritage Wealth Advisors’s Moderna MRNA Stock Holding History

Heritage 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 Q1	$50.8K	Hold	1,000	–	–	﹤0.01%	324
2025 Q4	$29.5K	Hold	1,000	–	–	﹤0.01%	368
2025 Q3	$25.8K	Hold	1,000	–	–	﹤0.01%	355
2025 Q2	$27.6K	Hold	1,000	–	–	﹤0.01%	341
2025 Q1	$28.4K	Hold	1,000	–	–	﹤0.01%	343
2024 Q4	$41.6K	Hold	1,000	–	–	﹤0.01%	326
2024 Q3	$66.8K	Hold	1,000	–	–	﹤0.01%	304
2024 Q2	$119K	Hold	1,000	–	–	0.01%	240
2024 Q1	$107K	Hold	1,000	–	–	﹤0.01%	258
2023 Q4	$99.5K	Hold	1,000	–	–	﹤0.01%	268
2023 Q3	$103K	Hold	1,000	–	–	0.01%	245
2023 Q2	$122K	Hold	1,000	–	–	0.01%	240
2023 Q1	$154K	Hold	1,000	–	–	0.01%	225
2022 Q4	$180K	Hold	1,000	–	–	0.01%	219
2022 Q3	$118K	Sell	1,000 -2	-0.2%	-$303	0.01%	243
2022 Q2	$143K	Hold	1,002	–	–	0.01%	231
2022 Q1	$173K	Hold	1,002	–	–	0.01%	208
2021 Q4	$254K	Hold	1,002	–	–	0.01%	181
2021 Q3	$386K	Hold	1,002	–	–	0.02%	149
2021 Q2	$235K	Hold	1,002	–	–	0.01%	188
2021 Q1	$131K	Hold	1,002	–	–	0.01%	234
2020 Q4	$105K	Hold	1,002	–	–	0.01%	254
2020 Q3	$70.9K	Buy	1,002 +2	+0.2%	+$139	0.01%	241
2020 Q2	$64.2K	Hold	1,000	–	–	0.01%	241
2020 Q1	$29.9K	Buy	+1,000	New	+$23K	0.01%	282

Other funds holding MRNA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Advisors's MRNA Position: Q1 2026 in Review

Heritage Wealth Advisors held its Moderna (MRNA) position steady in Q1 2026 at 1,000 shares worth $50.8K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Heritage Wealth Advisors first reported a position in MRNA in Q1 2020 and has held it in 25 quarters since. The position peaked at $386K in Q3 2021. 722 funds tracked by Wall St. Rank hold MRNA as of Q1 2026.

Heritage Wealth Advisors held 1,000 shares of Moderna worth $50.8K as of Q1 2026.
Heritage Wealth Advisors left its Moderna share count unchanged in Q1 2026.
Moderna made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #324 holding.
Heritage Wealth Advisors first reported a position in Moderna in Q1 2020 and has held it in 25 quarters since.
Heritage Wealth Advisors's Moderna position peaked at $386K in Q3 2021.
722 funds tracked by Wall St. Rank held Moderna as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.