JFG
MRNA icon

JDM Financial Group’s Moderna MRNA Stock Holding History

JDM Financial Group’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 		$10.5K Hold
150
– – ﹤0.01% 210
2026
Q1 		$7.62K Hold
150
– – ﹤0.01% 209
2025
Q4 		$4.42K Hold
150
– – ﹤0.01% 220
2025
Q3 		$3.88K Hold
150
– – ﹤0.01% 250
2025
Q2 		$4.14K Buy
150
+120
+400% +$3.16K ﹤0.01% 228
2025
Q1 		$851 Hold
30
– – ﹤0.01% 283
2024
Q4 		$1.25K Hold
30
– – ﹤0.01% 277
2024
Q3 		$2K Hold
30
– – ﹤0.01% 251
2024
Q2 		$3.56K Hold
30
– – ﹤0.01% 204
2024
Q1 		$3.2K Hold
30
– – ﹤0.01% 198
2023
Q4 		$2.98K Hold
30
– – ﹤0.01% 196
2023
Q3 		$3.1K Hold
30
– – ﹤0.01% 192
2023
Q2 		$3.65K Hold
30
– – ﹤0.01% 188
2023
Q1 		$4.61K Hold
30
– – ﹤0.01% 189
2022
Q4 		$5.39K Buy
+30
New +$4.91K 0.01% 170

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

JDM Financial Group's MRNA Position: Q2 2026 in Review

JDM Financial Group held its Moderna (MRNA) position steady in Q2 2026 at 150 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

JDM Financial Group first reported a position in MRNA in Q4 2022 and has held it in 15 quarters since. 782 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • JDM Financial Group held 150 shares of Moderna worth $10.5K as of Q2 2026.
  • JDM Financial Group left its Moderna share count unchanged in Q2 2026.
  • Moderna made up ﹤0.01% of JDM Financial Group's portfolio in Q2 2026, its #210 holding.
  • JDM Financial Group first reported a position in Moderna in Q4 2022 and has held it in 15 quarters since.
  • 782 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.