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Kelleher Financial Advisors’s Moderna MRNA Stock Holding History

Kelleher Financial 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 		$187K Buy
2,670
+1,335
+100% +$69.1K 0.03% 296
2026
Q1 		$67.8K Hold
1,335
– – 0.02% 336
2025
Q4 		$39.4K Buy
+1,335
New +$36.3K 0.01% 432

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

Kelleher Financial Advisors's MRNA Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Moderna (MRNA) stake by 100% in Q2 2026, buying an estimated $69.1K and bringing the position to 2,670 shares worth $187K. The position accounts for 0.03% of the portfolio, ranked #296.

Kelleher Financial Advisors first reported a position in MRNA in Q4 2025 and has held it in 3 quarters since. 777 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Kelleher Financial Advisors held 2,670 shares of Moderna worth $187K as of Q2 2026.
  • Kelleher Financial Advisors bought 1,335 Moderna shares in Q2 2026, an estimated $69.1K.
  • Moderna made up 0.03% of Kelleher Financial Advisors's portfolio in Q2 2026, its #296 holding.
  • Kelleher Financial Advisors first reported a position in Moderna in Q4 2025 and has held it in 3 quarters since.
  • 777 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.