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Kovack Advisors’s Moderna MRNA Stock Holding History

Kovack 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
2022
Q2 		– Sell
-40
Closed -$7K – 702
2022
Q1 		$7K Buy
+40
New +$6.73K ﹤0.01% 717

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

Kovack Advisors's MRNA Position: Q2 2026 in Review

Kovack Advisors reduced its Moderna (MRNA) stake by 62% in Q2 2026, selling an estimated $330K and leaving 3,995 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #807.

Kovack Advisors first reported a position in MRNA in Q2 2020 and has held it in 20 quarters since. The position peaked at $3.91M in Q3 2021. 777 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Kovack Advisors held 3,995 shares of Moderna worth $290K as of Q2 2026.
  • Kovack Advisors sold 6,385 Moderna shares in Q2 2026, an estimated $330K.
  • Moderna made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #807 holding.
  • Kovack Advisors first reported a position in Moderna in Q2 2020 and has held it in 20 quarters since.
  • Kovack Advisors's Moderna position peaked at $3.91M in Q3 2021.
  • 777 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.