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Jeppson Wealth Management’s Moderna MRNA Stock Holding History

Jeppson Wealth Management’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 		$333K Sell
4,758
-4
-0.1% -$207 0.1% 179
2026
Q1 		$242K Buy
+4,762
New +$222K 0.08% 199
2024
Q3 		– Sell
-2,248
Closed -$267K – 209
2024
Q2 		$267K Sell
2,248
-27
-1% -$3.42K 0.1% 163
2024
Q1 		$242K Sell
2,275
-21
-0.9% -$2.12K 0.09% 177
2023
Q4 		$228K Buy
+2,296
New +$193K 0.09% 176
2023
Q2 		– Sell
-1,307
Closed -$201K – 200
2023
Q1 		$201K Sell
1,307
-17
-1% -$2.8K 0.09% 188
2022
Q4 		$238K Buy
+1,324
New +$216K 0.1% 178
2020
Q4 		– Sell
-467
Closed -$33K – 329
2020
Q3 		$33K Buy
+467
New +$32.6K 0.03% 268

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

Jeppson Wealth Management's MRNA Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Moderna (MRNA) stake by 0.08% in Q2 2026, selling an estimated $207 and leaving 4,758 shares worth $333K. The position accounts for 0.1% of the portfolio, ranked #179.

Jeppson Wealth Management first reported a position in MRNA in Q3 2020 and has held it in 8 quarters since. 781 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Jeppson Wealth Management held 4,758 shares of Moderna worth $333K as of Q2 2026.
  • Jeppson Wealth Management sold 4 Moderna shares in Q2 2026, an estimated $207.
  • Moderna made up 0.1% of Jeppson Wealth Management's portfolio in Q2 2026, its #179 holding.
  • Jeppson Wealth Management first reported a position in Moderna in Q3 2020 and has held it in 8 quarters since.
  • 781 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.