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J.P. Marvel Investment Advisors’s Moderna MRNA Stock Holding History

J.P. Marvel Investment 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 		$3.19M Buy
45,535
+1,200
+3% +$62.1K 0.37% 41
2026
Q1 		$2.25M Buy
44,335
+4,840
+12% +$226K 0.32% 44
2025
Q4 		$1.16M Sell
39,495
-9,200
-19% -$250K 0.16% 49
2025
Q3 		$1.26M Sell
48,695
-245
-0.5% -$6.83K 0.18% 51
2025
Q2 		$1.35M Buy
48,940
+2,998
+7% +$78.9K 0.22% 50
2025
Q1 		$1.3M Hold
45,942
– – 0.23% 50
2024
Q4 		$1.91M Sell
45,942
-80
-0.2% -$3.82K 0.32% 48
2024
Q3 		$3.08M Sell
46,022
-90
-0.2% -$8.26K 0.5% 43
2024
Q2 		$5.48M Hold
46,112
– – 0.9% 28
2024
Q1 		$4.91M Buy
46,112
+75
+0.2% +$7.56K 0.85% 34
2023
Q4 		$4.58M Sell
46,037
-75
-0.2% -$6.31K 0.91% 31
2023
Q3 		$4.76M Hold
46,112
– – 1.03% 29
2023
Q2 		$5.6M Buy
46,112
+585
+1% +$78K 1.17% 29
2023
Q1 		$6.99M Sell
45,527
-1,048
-2% -$173K 1.58% 24
2022
Q4 		$8.37M Hold
46,575
– – 1.96% 21
2022
Q3 		$5.51M Buy
46,575
+57
+0.1% +$8.65K 1.4% 27
2022
Q2 		$6.64M Hold
46,518
– – 1.6% 26
2022
Q1 		$8.01M Sell
46,518
-135
-0.3% -$22.7K 1.63% 25
2021
Q4 		$11.8M Sell
46,653
-18,765
-29% -$5.49M 2.32% 17
2021
Q3 		$25.2M Sell
65,418
-7
-0% -$2.58K 7.58% 1
2021
Q2 		$15.4M Sell
65,425
-320
-0.5% -$57.2K 3.27% 8
2021
Q1 		$8.61M Hold
65,745
– – 2.04% 21
2020
Q4 		$6.87M Hold
65,745
– – 1.78% 25
2020
Q3 		$4.65M Hold
65,745
– – 1.34% 33
2020
Q2 		$4.22M Buy
65,745
+1,005
+2% +$55K 1.33% 34
2020
Q1 		$1.94M Buy
64,740
+37,640
+139% +$866K 0.73% 38
2019
Q4 		$530K Hold
27,100
– – 0.15% 59
2019
Q3 		$431K Buy
+27,100
New +$400K 0.14% 64
2019
Q1 		$551K Buy
27,100
+12,100
+81% +$225K 0.18% 61
2018
Q4 		$229K Buy
+15,000
New +$247K 0.08% 71

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

J.P. Marvel Investment Advisors's MRNA Position: Q2 2026 in Review

J.P. Marvel Investment Advisors increased its Moderna (MRNA) stake by 2.7% in Q2 2026, buying an estimated $62.1K and bringing the position to 45,535 shares worth $3.19M. The position accounts for 0.37% of the portfolio, ranked #41.

J.P. Marvel Investment Advisors first reported a position in MRNA in Q4 2018 and has held it in 30 quarters since. The position peaked at $25.2M in Q3 2021. 783 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • J.P. Marvel Investment Advisors held 45,535 shares of Moderna worth $3.19M as of Q2 2026.
  • J.P. Marvel Investment Advisors bought 1,200 Moderna shares in Q2 2026, an estimated $62.1K.
  • Moderna made up 0.37% of J.P. Marvel Investment Advisors's portfolio in Q2 2026, its #41 holding.
  • J.P. Marvel Investment Advisors first reported a position in Moderna in Q4 2018 and has held it in 30 quarters since.
  • J.P. Marvel Investment Advisors's Moderna position peaked at $25.2M in Q3 2021.
  • 783 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on J.P. Marvel Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.