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JFS Wealth Advisors’s Moderna MRNA Stock Holding History

JFS 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 		$43.9K Buy
627
+64
+11% +$3.31K ﹤0.01% 575
2026
Q1 		$28.6K Buy
563
+30
+6% +$1.4K ﹤0.01% 649
2025
Q4 		$15.7K Buy
533
+26
+5% +$706 ﹤0.01% 826
2025
Q3 		$13.1K Hold
507
– – ﹤0.01% 819
2025
Q2 		$14K Sell
507
-1
-0.2% -$26 ﹤0.01% 756
2025
Q1 		$14.4K Sell
508
-1
-0.2% -$35 ﹤0.01% 761
2024
Q4 		$21.2K Sell
509
-51
-9% -$2.44K ﹤0.01% 628
2024
Q3 		$37.4K Sell
560
-24
-4% -$2.2K ﹤0.01% 518
2024
Q2 		$69.3K Buy
584
+34
+6% +$4.3K 0.01% 375
2024
Q1 		$58.6K Hold
550
– – ﹤0.01% 402
2023
Q4 		$54.7K Sell
550
-85
-13% -$7.15K ﹤0.01% 389
2023
Q3 		$65.6K Sell
635
-1
-0.2% -$112 0.01% 339
2023
Q2 		$77.3K Sell
636
-11
-2% -$1.47K 0.01% 311
2023
Q1 		$99.4K Hold
647
– – 0.01% 276
2022
Q4 		$116K Sell
647
-34
-5% -$5.56K 0.01% 258
2022
Q3 		$81K Buy
681
+46
+7% +$6.98K 0.01% 306
2022
Q2 		$91K Sell
635
-24
-4% -$3.43K 0.01% 294
2022
Q1 		$114K Buy
659
+37
+6% +$6.23K 0.01% 278
2021
Q4 		$158K Buy
622
+15
+2% +$4.39K 0.01% 251
2021
Q3 		$234K Buy
607
+100
+20% +$36.9K 0.02% 205
2021
Q2 		$119K Sell
507
-27
-5% -$4.83K 0.02% 204
2021
Q1 		$70K Sell
534
-173
-24% -$25.1K 0.01% 219
2020
Q4 		$74K Hold
707
– – 0.02% 215
2020
Q3 		$50K Hold
707
– – 0.01% 238
2020
Q2 		$45K Hold
707
– – 0.01% 237
2020
Q1 		$21K Buy
707
+200
+39% +$4.6K 0.01% 269
2019
Q4 		$10K Hold
507
– – ﹤0.01% 374
2019
Q3 		$8K Hold
507
– – ﹤0.01% 382
2019
Q2 		$7K Hold
507
– – ﹤0.01% 390
2019
Q1 		$10K Hold
507
– – ﹤0.01% 357
2018
Q4 		$8K Buy
+507
New +$8.33K ﹤0.01% 366

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

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

JFS Wealth Advisors increased its Moderna (MRNA) stake by 11% in Q2 2026, buying an estimated $3.31K and bringing the position to 627 shares worth $43.9K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

JFS Wealth Advisors first reported a position in MRNA in Q4 2018 and has held it in 31 quarters since. The position peaked at $234K in Q3 2021. 780 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • JFS Wealth Advisors held 627 shares of Moderna worth $43.9K as of Q2 2026.
  • JFS Wealth Advisors bought 64 Moderna shares in Q2 2026, an estimated $3.31K.
  • Moderna made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #575 holding.
  • JFS Wealth Advisors first reported a position in Moderna in Q4 2018 and has held it in 31 quarters since.
  • JFS Wealth Advisors's Moderna position peaked at $234K in Q3 2021.
  • 780 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.