HHM Wealth Advisors’s Moderna MRNA Stock Holding History

HHM 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	$14K	Hold	200	–	–	﹤0.01%	582
2026 Q1	$10.2K	Hold	200	–	–	﹤0.01%	643
2025 Q4	$5.9K	Hold	200	–	–	﹤0.01%	690
2025 Q3	$5.17K	Hold	200	–	–	﹤0.01%	719
2025 Q2	$5.52K	Hold	200	–	–	﹤0.01%	682
2025 Q1	$5.67K	Hold	200	–	–	﹤0.01%	661
2024 Q4	$8.32K	Hold	200	–	–	﹤0.01%	617
2024 Q3	$13.4K	Hold	200	–	–	﹤0.01%	521
2024 Q2	$23.8K	Hold	200	–	–	﹤0.01%	430
2024 Q1	$21.3K	Hold	200	–	–	﹤0.01%	401
2023 Q4	$19.9K	Hold	200	–	–	﹤0.01%	411
2023 Q3	$20.7K	Hold	200	–	–	﹤0.01%	396
2023 Q2	$24.3K	Hold	200	–	–	﹤0.01%	394
2023 Q1	$30.7K	Sell	200 -20	-9%	-$3.3K	0.01%	348
2022 Q4	$39.5K	Hold	220	–	–	0.01%	271
2022 Q3	$26K	Hold	220	–	–	0.01%	319
2022 Q2	$31K	Buy	220 +20	+10%	+$2.86K	0.01%	349
2022 Q1	$34K	Hold	200	–	–	0.01%	361
2021 Q4	$51K	Hold	200	–	–	0.01%	307
2021 Q3	$77K	Sell	200 -25	-11%	-$9.22K	0.02%	243
2021 Q2	$53K	Sell	225 -25	-10%	-$4.47K	0.01%	290
2021 Q1	$33K	Hold	250	–	–	0.01%	329
2020 Q4	$26K	Hold	250	–	–	0.01%	327
2020 Q3	$18K	Hold	250	–	–	0.01%	325
2020 Q2	$16K	Buy	+250	New	+$13.7K	0.01%	330

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 $3.38T AUM 44.17% 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

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

HHM Wealth Advisors held its Moderna (MRNA) position steady in Q2 2026 at 200 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

HHM Wealth Advisors first reported a position in MRNA in Q2 2020 and has held it in 25 quarters since. The position peaked at $77K in Q3 2021. 784 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

HHM Wealth Advisors held 200 shares of Moderna worth $14K as of Q2 2026.
HHM Wealth Advisors left its Moderna share count unchanged in Q2 2026.
Moderna made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #582 holding.
HHM Wealth Advisors first reported a position in Moderna in Q2 2020 and has held it in 25 quarters since.
HHM Wealth Advisors's Moderna position peaked at $77K in Q3 2021.
784 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

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