Key Financial Inc’s Moderna MRNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.57K Hold
51
﹤0.01% 1074
2026
Q1
$2.59K Hold
51
﹤0.01% 1141
2025
Q4
$1.5K Hold
51
﹤0.01% 1210
2025
Q3
$1.41K Hold
51
﹤0.01% 1234
2025
Q2
$1.41K Hold
51
﹤0.01% 1231
2025
Q1
$1.45K Hold
51
﹤0.01% 1183
2024
Q4
$2.12K Sell
51
-375
-88% -$17.9K ﹤0.01% 1144
2024
Q3
$28.5K Hold
426
0.01% 578
2024
Q2
$50.6K Hold
426
0.01% 472
2024
Q1
$45.4K Hold
426
0.01% 450
2023
Q4
$42.4K Sell
426
-250
-37% -$21K 0.01% 455
2023
Q3
$69.8K Sell
676
-24
-3% -$2.68K 0.02% 348
2023
Q2
$85K Sell
700
-1
-0.1% -$133 0.03% 326
2023
Q1
$108K Buy
701
+176
+34% +$29K 0.04% 266
2022
Q4
$62.1K Hold
525
0.03% 324
2022
Q3
$62K Buy
525
+375
+250% +$56.9K 0.03% 330
2022
Q2
$22K Hold
150
0.01% 489
2022
Q1
$26K Hold
150
0.01% 458
2021
Q4
$38K Buy
+150
New +$43.9K 0.02% 383

Other funds holding MRNA

Key Financial Inc's MRNA Position: Q2 2026 in Review

Key Financial Inc held its Moderna (MRNA) position steady in Q2 2026 at 51 shares worth $3.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

Key Financial Inc first reported a position in MRNA in Q4 2021 and has held it in 19 quarters since. The position peaked at $108K in Q1 2023. 783 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Key Financial Inc held 51 shares of Moderna worth $3.57K as of Q2 2026.
  • Key Financial Inc left its Moderna share count unchanged in Q2 2026.
  • Moderna made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1074 holding.
  • Key Financial Inc first reported a position in Moderna in Q4 2021 and has held it in 19 quarters since.
  • Key Financial Inc's Moderna position peaked at $108K in Q1 2023.
  • 783 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.