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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jeppson Wealth Management's MRNA Position: Q1 2026 in Review

Jeppson Wealth Management opened a new position in Moderna (MRNA) in Q1 2026: 4,762 shares worth $242K. The stake represents 0.08% of the portfolio and ranks #199 among its holdings. This is a return to the name: Jeppson Wealth Management previously reported a position in MRNA as recently as Q2 2024.

Jeppson Wealth Management first reported a position in MRNA in Q3 2020 and has held it in 7 quarters since. The position peaked at $267K in Q2 2024. 722 funds tracked by Wall St. Rank hold MRNA as of Q1 2026.

Jeppson Wealth Management held 4,762 shares of Moderna worth $242K as of Q1 2026.
Moderna was a new Jeppson Wealth Management position in Q1 2026.
Moderna made up 0.08% of Jeppson Wealth Management's portfolio in Q1 2026, its #199 holding.
Jeppson Wealth Management first reported a position in Moderna in Q3 2020 and has held it in 7 quarters since.
Jeppson Wealth Management's Moderna position peaked at $267K in Q2 2024.
722 funds tracked by Wall St. Rank held Moderna as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.