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 Q2	–	Sell	-1,000	Closed	-$50.8K	–	720
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 $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return

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

Heritage Wealth Advisors sold out of Moderna (MRNA) in Q2 2026, closing a stake of 1,000 shares — an estimated $50.8K sold.

Heritage Wealth Advisors first reported a position in MRNA in Q1 2020 and held it in 25 quarters. The position peaked at $386K in Q3 2021. 782 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

Heritage Wealth Advisors reported no remaining Moderna position as of Q2 2026 after selling out during the quarter.
Heritage Wealth Advisors sold 1,000 Moderna shares in Q2 2026, an estimated $50.8K.
Heritage Wealth Advisors first reported a position in Moderna in Q1 2020 and held it in 25 quarters.
Heritage Wealth Advisors's Moderna position peaked at $386K in Q3 2021.
782 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.